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Inspiration, education and conversation around finance and philanthropy to build a better world
Our Women and Finance workshop series offers a deep dive into innovative financial strategies that incorporate philanthropy to build a better world for our families and communities.
Workshops are now full, with additional dates to be announced soon. If you would like to attend a workshop, please email giftplanning@rchsd.org.
Women and Finance Workshops:
THURSDAY, AUG. 31 | 10:30 A.M.
What is a Trust and Do I Need One?
Jennifer McGibbons, Partner – Sullivan, McGibbons, Crickard & Associates, LLP
Location: Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
3580 Carmel Mountain Road, Suite 300, San Diego, CA 92130
Learn what a trust is, the important provisions to include, and what other estate planning documents we should consider creating.
THURSDAY, SEPT. 14 | 10:30 A.M.
Unveiling Financial Regrets: Reflections and Lessons Learned
Anna Diaz, Partner – Corient Private Wealth, LLC, formerly known as Dowling & Yahnke
Hope Carlson, Partner – Corient Private Wealth, LLC, formerly known as Dowling & Yahnke
Location: Corient Private Wealth, LLC
12265 El Camino Real, Suite 300, San Diego
Through the lens of actual women on their financial journey’s, we uncover their untold regrets that offer insights and valuable lessons learned along the way.
WEDNESDAY, SEPT. 20 | 10:30 A.M.
Trustee Selection: Choose Wisely to Safeguard Your Assets
Charity Falls, CFP
Location: Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
3580 Carmel Mountain Road, Suite 300, San Diego, CA 92130
Trustee selection is arguably the most important decision you will make for your estate plan. We will dive deep and discuss important considerations for choosing the right fiduciaries for you and your family.
View speaker bios.
Questions? Email giftplanning@rchsd.org or call 858-966-5804.
