Events Information

Past Meetings

Monthly Membership Meeting

 

December 07, 2021

 

7:30 AM PST to 9:00 AM PST

 

Lomas Santa Fe Country Club
1580 Sun Valley Rd.
Solana Beach, CA 92075
https://www.lomassantafegc.com/

What is Going on With Life Settlements and Why Should I Care?

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Monthly Membership Meeting

 

November 02, 2021

 

7:15 AM PDT to 9:00 AM PDT

 

Lomas Santa Fe Country Club
1580 Sun Valley Rd.
Solana Beach, CA 92075
https://www.lomassantafegc.com/

Employee Retention for Family Businesses and Family Offices: What to do When Key Talent has the Wrong Last Name

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NCEPC-SD Social Event

 

October 28, 2021

 

4:15 PM PDT to 7:15 PM PDT

 

Lomas Santa Fe Country Club
1580 Sun Valley Rd.
Solana Beach, CA 92075
https://www.lomassantafegc.com/

Welcome Back, Council Members, Let's Celebrate!

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Monthly Membership Meeting

 

October 05, 2021

 

7:00 AM PDT to 9:00 AM PDT

 

Lomas Santa Fe Country Club
1580 Sun Valley Rd.
Solana Beach, CA 92075
https://www.lomassantafegc.com/

So Where Are We With the Biden Administration’s Tax Proposals? What Will Pass and What Will Not?

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Monthly Membership Meeting

 

September 07, 2021

 

7:30 AM PDT to 9:00 AM PDT

The Family Office - The History and Story of the Kraemer Family and Its Family Office

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Monthly Membership Meeting

 

August 03, 2021

 

7:30 AM PDT to 9:00 AM PDT

 

Zoom Meeting

Planning for Real Estate Series: Exploring the Challenges and Opportunities for Multi-Generational Real Estate Families

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Monthly Membership Meeting

 

July 06, 2021

 

7:30 AM PDT to 9:00 AM PDT

 

Zoom Meeting

Effective Trusteeship: Fiduciary Thinking, Wealth Management, Family Dynamics, and Stewardship

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Monthly Membership Meeting

 

June 01, 2021

 

7:30 AM PDT to 9:00 AM PDT

 

Zoom Meeting

Advanced Life Insurance Planning with John Kraemer

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Monthly Membership Meeting

 

May 04, 2021

 

7:30 AM PDT to 9:00 AM PDT

 

Zoom Meeting

Stay Ahead of the Curve: Hot Topics in Trust and Estate Law

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Monthly Membership Meeting

 

April 06, 2021

 

7:30 AM PDT to 9:00 AM PDT

 

Zoom Meeting

Keeping the Trust: Community Foundations, Your Clients and Making a Difference

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Monthly Membership Meeting

 

March 02, 2021

 

7:30 AM PST to 9:00 AM PST

 

Zoom Meeting

Elder Exploitation and Abuse - Dealing With the Dangers From the Practical, Civil and Criminal Perspective

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Monthly Membership Meeting via Zoom

 

February 02, 2021

 

7:15 AM PST to 9:00 AM PST

 

Zoom Meeting

Planning for the $30 Million to $150 Million Taxable Estate: from the Basics to the Creative to the Exotic, Part II.

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Monthly Membership Meeting via Zoom

 

January 05, 2021

 

7:15 AM PST to 9:00 AM PST

 

Zoom Meeting

Building a Great Family: What I Learned from Interviewing 100 Global 100-Year Family Enterprises

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