Looking for a way to meet other professionals in the Estate Planning Arena?
Our membership includes Financial Advisors, Attorneys, Insurance Specialists, CPA's, Private Trustees, Medicare/Long Term Care Experts, Bankers, Conservators, Senior Residence Providers, Geriatric Care Managers, Organizers, Trust Officers, Tax Preparers, Hospice Care Teams, Fiduciaries, Planned Giving Directors and many others.
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| Conversation leads to Collaboration |
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What we have in common is high integrity and the sincere desire to improve our active practices in the Estate Planning arena (Legal, Financial, Fiduciary, Medical, Safety, etc.).
We meet in Rancho Bernardo on the 4th Tuesday of every month, except December.
Please go to our Membership page to join by sending your name and contact information. You will receive email announcements and the opportunity to meet other great professionals who can fulfill the needs of your clients expertly and who may need the very services and style you offer.
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Click on our Calendar of Events page for specific dates and directions to our meeting location. We will see you at the next meeting!
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