Events Information

Monthly Membership Meeting

 

December 06, 2022
7:00 AM PST - 9:00 AM PST
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Lomas Santa Fe Country Club
1505 Lomas Santa Fe Dr.
Solana Beach, CA 92075
https://www.lomassantafecc.com/
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The Council is thrilled to have a presentation by Jenny Hill Bratt, Esq. and Helen Cheng, Esq. of Withers Worldwide on: 

“Everything an Estate Planner Should Know About Charitable Planning”

Charitable planning is an important tool for every estate planner to have in their toolbelt.  Jenny and Helen will go over the opportunities that charitable and philanthropic giving provide and discuss opportunities for giving with an IRA.



Thank you to our Meeting Sponsor:

Elaine Kaminski Becerra
Vice President |Sr. Wealth Strategist | Wealth Management
Northern Trust
O: 858-824-1256 | M: 858-449-5173  | [email protected]

Click the following links for more information: 

Executive | Business Owner | Unexpectedly Single | Multigenerational Wealth

“Learn about The Northern Trust Institute, a bold new approach to wealth management advice driven by data, behavioral patterns and real-world client outcomes."

Women Elevating Advice

4747 Executive Drive, Suite 1100
San Diego, California 92121
 

Best Private Bank in the U.S.  – Financial Times Group (2019)
Best Private Bank for
 Succession Planning (Globally) – Financial Times Group (2019)

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets