Sponsorship Opportunities

Contact our Sponsorship Chair, Jenica Bertalan at Jenica.Bertalan@edwardjones.com if you have any questions or to get started.

Established in 1955, we are the oldest and most established Estate Planning Council in San Diego.  Our membership consists of some of the most knowledgeable, experienced, and talented estate planning professionals working with some of the wealthiest citizens of the San Diego community on sophisticated and complex estate planning strategies. EPCSD remains committed to helping members and sponsors navigate the challenges of estate planning, tax planning and wealth management.    

EPCSD is in-person networking and membership meetings and events delivering prime sponsorship exposure and benefits. As an EPCSD sponsor, you and your firm will be exposed to our interdisciplinary membership, as well as to all visitors to the EPCSD website and to non-members attending our events.

EPCSD is pleased to offer two new annual sponsorship slots as well as per-meeting sponsorship opportunities for this fiscal year.
 

Annual Gold Level - $2,500 | CLAIMED | Jay Robinson-Duff with First American Trust
Benefits:  

  • Your branding will be displayed prominently on the top banner of the EPCSD homepage, the meetings and events page, on the registration page, on all event communications, email marketing and all post-event surveys until June 30, 2023.   
  • Your branding will appear on a PowerPoint slide (you design) at each meeting or event where a PowerPoint is used, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements and introductions prior to the speaker.
  • You will be offered an opportunity to briefly address attendees for up to three minutes at the start of two EPCSD meetings.
  • You will be entitled to provide two email blasts or mailings to EPCSD members per sponsorship year. (Coordination through EPCSD; list not to be provided to sponsor).
  • You will be entitled to provide a “sponsor spotlight” blurb on EPCSD’s Facebook group per sponsorship year.
  • You will be given the opportunity to bring two guests at no charge per meeting/event
     

Annual Silver Level $1,250 | THREE available | All CLAIMED | Joe Farrage with RE/MAX Elite Properites, Rosella Saucier with American Cancer Society, and Daniel Weiner with Weiner Law
Benefits: 

  • Your branding will be displayed prominently on the side banner of the EPCSD homepage, the meetings and events page, on the registration page, on all event communications, email marketing and all post-event surveys until June 30, 2023.  
  • Your branding will appear on a PowerPoint slide (you design) at each meeting or event where a PowerPoint is used, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements, and introductions prior to the speaker.
  • You will be offered an opportunity to briefly address attendees for up to two minutes at the start of one EPCSD meeting during the fiscal year.
  • You will be entitled to provide one email blast or mailing to EPCSD members per sponsorship year. (Coordination through EPCSD; list not to be provided to sponsor).
  • You will be entitled to provide a “sponsor spotlight” blurb on EPCSD’s Facebook group per sponsorship year.
  • You will be given the opportunity to bring one guest at no charge per meeting/event
     

Per-Meeting Sponsorships: $350 PER MEETING/EVENT | 2 SPONSORS PER MEETING
Benefits: 

  • Your branding will be displayed prominently on the meetings/events and registration pages of the EPCSD website and all invitations, communications and email marketing, and post event surveys for the meeting that you are sponsoring. 
  • Your branding will appear on a PowerPoint slide (you design) at the meeting or event you are sponsoring, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements and introductions prior to the speaker.
  • Opportunity to give a 5 minute presentation about you and your company at the beginning of the meeting.
  • Sign at the sign in table and the bar with your branding.
  • You may bring your own marketing materials and place them on each chair or place setting at the meeting that you are sponsoring.
  • The President will announce and thank you for your sponsorship during the meeting.

Meeting/Event Sponsorship Dates Available:

  • September 20, 2022 - Mixer - Cheryl Kessler with CBIZ Forensic Consulting Group, LLC & Jay Robinson-Duff with First American Trust
  • October 18, 2022 - Emily Lippitt with Glen Oaks Escrow
  • November 15, 2022 - Brenda-Lee Smith with Oasis Senior Advisors
  • December 13, 2022 - Valerie Medina with Trust Properties USA & Darlene Mera with First Citizens Bank
  • January 17, 2023 - Jan McDonough with McDonough Law Firm | one spot available
  • February 21, 2023 - Valerie Medina with Trust Properties USA | one spot available
  • March 21, 2023 - Mixer - Rick Brooks with Blankinship & Foster LLC | one spot available
  • April 25, 2023 - Robert Harvey with Comfort Keepers | one spot available
  • May 16, 2023 -  Two available spots
  • June 20, 2023 - Robert Harvey with Comfort Keepers  | one spot available