EPCSD April 27th 2021 Meeting: Successfully Picking Up the Pieces

Date: Tuesday, April 27, 2021
Time: 4:45pm - 6:30pm
Location: Virtual Meeting
Speaker: Teresa A. Kakadelas & Monica Ma

The Estate Planning Council of San Diego Presents:

Successfully Picking Up the Pieces 
 By Teresa A. Kakadelas & Monica Ma

 

Date:  Tuesday, April 27th, 2021

Time:  4:45pm-6:30pm

(Speaker begins at 5:15pm)

Cost: $30.00 per person (Guest or EPCSD Member)

Zoom Webinar ID and Password: 

Will be sent to everyone who has registered and paid on Monday, April 26th

 

We would like to thank our Sponsor for supporting this upcoming meeting:

BFADVISORS.COM

 


Topic: 

Successfully Picking Up the Pieces 

Discussion about how to help clients move forward after the death of a spouse. 

 

Speakers:

Teresa A. Kakadelas,

CFP®, CDFA, Advisor and Director of Financial Planning, Blankinship & Foster

Teresa has been advising clients at Blankinship & Foster for over 15 years. As Director of Financial Planning, Teresa brings a deep knowledge of financial planning to the firm. She enjoys guiding the growth and development of Blankinship & Foster through her role on the firm’s leadership team. Teresa developed the Wise Women luncheons for Blankinship & Foster which aims to educate women on financial issues in a fun, friendly atmosphere.

Monica Ma,

CFA, CFP®, CSA® Advisor and Chief Investment Officer, Blankinship & Foster

Monica has helped clients with their financial affairs for over 16 years. She joined Blankinship & Foster in 2008 and is part of the firm’s leadership team. In her role as Chief Investment Officer, Monica leads the research and implementation of the firm’s investment philosophy.  

 

Continuing Education Credits Pending:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.


 

Please RSVP by April 26th 2020

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

Save the Date- Future EPCSD Meetings: 

The EPCSD.org website will be updated a month prior to each meeting with the RSVP information

  • Tuesday, April 27, 2021 at 4:30pm
  • Tuesday, May 18, 2021 at 4:30pm
  • Tuesday, June 15, 2021 at 4:30pm

 

 

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