Join us for the annual Rady Children’s Professionals Symposium for an afternoon of insightful discussions that intersect financial and estate planning industry trends and advancements in pediatric health care. Designed for Estate and Financial Planning Professionals, this event offers valuable networking and continuing education opportunities—including the chance to earn continuing education credits—while providing fresh insights to enhance your client conversations.

🗓️ When:
May 1, 2025

📍 Where:
Farmer & The Seahorse 10996 Torreyana Rd. San Diego, CA 92121

⏰ Schedule:
12:30 p.m. Registration
1 p.m. Program
4 p.m. Reception

Presentations

But I Thought It Was Irrevocable: How To Use Trust Modification Techniques To Modernize Trusts

But It’s Going To Be Irrevocable: Designing New Irrevocable Trusts To Achieve Flexibility in Light of an Uncertain Tax Planning Environment

Presented by:
Michael M. Gordon, Esq., Director with Gordon, Fournaris & Mammarella, P.A.
Michaelle D. Rafferty, Esq., Shareholder with Maupin, Cox & LeGoy

📌 Registration Fee: $60

📌 General and Specialized Continuing Education Credits Pending Approvals: MCLE, Legal Specialization/Taxation, Legal Specialization/Estate Planning Trust & Probate, CPA, CTFA, CFP, and Private Fiduciary

For questions or if you would like to register for a group please contact Jillian Huskey at giftplanning@rchsd.org or 858-966-5804.

Thank you to our Platinum Sponsor

Thank you to our Gold Sponsors