Year-End Planning
Please Join Us for the EPCSD November Meeting
Date: Tuesday, November 16, 2021
(we meet the third Tuesday of the month!)
RSVP NOW
by November 10, 2021
Don’t forget to invite a Prospective Member
NEW LOCATION!
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New Exciting & Convenient Location:
Legacy Resort Hotel and Spa
875 Hotel Circle South San Diego, CA 92108
In the heart of Mission Valley
1-888-534-2299 • 1-619-782-9155
Easy parking and access ~ Map and Directions to follow
https://legacyresortandspa.com/
Legacy Hotel & Spa Commitment: The safety and well-being of our guests and employees have always been our top priority, and that commitment takes on special significance in light of the global outbreak of COVID-19. Our Clean & Care Commitment reinforces our dedication to providing a healthy and sanitary environment by following required and recommended procedures and protocols of the local public health authorities along with the CDC and World Health Organization
We will be following the Center for Disease Control and Prevention (CDC) Guidelines which recommend all individuals, regardless of vaccination status, wear face coverings indoors.
Meeting Timeline:
Networking and Cocktails: 4:30 p.m. to 5:15 p.m. - outdoors
Dinner: 5:15 p.m. (approximate) – socially distanced seating indoors
Meeting & Introductions: 5:45 p.m.
Speakers: 6:00 to 7:00 p.m.
Cost:
Members: Included in Membership Dues
Emeritus: $75
Guests: $90
Dues are Due!
Renew your membership HERE
Regular Members: $425.00 (8 meetings per year)
Associate members: $350.00 (8 meetings per year)
Legacy/Emeritus Members: $ 75.00 (plus per meeting charges)
MEMBERSHIP DRIVE:
New Member Goal. With just under 100 members, the organization has a hefty new member goal to double our membership this year.
New Process for New Member Applications. The new member application process has been simplified! We now have fill-in pdf forms online which can be completed, saved, and emailed to our Membership Chairperson, Jenica McClure at jenica.mcclure@edwardjones.com or call her if you have membership questions (619) 222-0375.
Send the following new member application link to a prospective new member today: https://www.epcsd.org/council/links
we will also have a membership table at the meetings where new members can fill out an application on the spot and it will be submitted and processed in an expedited manner. Their sponsors’ recommendations can also be submitted right then and there.
New - New Member Offer:
Attend as a guest and your $90.00 meeting charge will be applied to your membership dues if the guest completes and submits his/her membership application and his/her two sponsors referrals are submitted within one week from the meeting he/she attends.
Menu for 11/16/2021
Plated meal which Includes House Salad, Rolls & Butter, Iced Tea, Coffee
Entree #1: Apricot Thyme Glazed Chicken
Roasted Garlic Mashed Potato, Asparagus
Dessert: Chocolate Lovers Cake with Strawberry Compote
Entree #2: Vegan Option
Details to come
Don’t forget to invite a prospective member!
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.
Topic: Year-End Planning
Attorney Andy Pharies of DLA Piper, LLP and Jon Beyrer, CFP of Blankinship & Foster share new and old strategies for year-end estate, tax, gift, income, financial and charitable planning with their high-net worth clients.
Speakers:
Jon Beyrer
Jon Beyrer is a Certified Financial Planner® practitioner and is enrolled to practice before the IRS). He is a principal and lead advisor of Blankinship & Foster and serves as the firm’s Chief Compliance Officer. Jon earned his Master of Science in Financial and Tax Planning in 2001 and his Bachelor of Science in Finance in 1995 from San Diego State University.
Jon is an active leader in the financial planning profession and is a past president of the Financial Planning Association (FPA) of San Diego and the Southern California Compliance Group. Passionate about giving back to his community, Jon serves on Rady Children’s Hospital Foundation’s Estates and Trusts Executive Committee and is the co-founder of the Professional Alliance for Children, a public charity that has assisted hundreds of families of ill children with legal and financial issues.
S. Andrew Pharies 
S. Andrew Pharies is a partner with the international law firm of DLA Piper’s San Diego office. His practice includes counseling clients on all aspects of domestic and international estate planning, trust and estate administration, tax planning, charitable planning, family business planning, and dispute resolution.
Andy Pharies received his B.S. from the University of California, Riverside and a J.D. from the University of Oregon, where he served as Editor-in-Chief of the Oregon Law Review. Mr. Pharies is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.
He has been recognized in Best Lawyers in America for Trusts and Estates (since 2013) and has been named a “Super Lawyer” in Trusts and Estates (since 2008).
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, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.
Thank you to our sponsors!
Would you like to be a sponsor? Please contact: Tom Gotfredson, (858) 361-2874 tlg@gotfredsonlawfirm.com
or Barbara Leinenweber, (619) 981-0002 BLeinenweber@coldwellbanker.com
Annual Gold Sponsor
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“Trust us to take care of you”
858.410.5755 | jrobinson-duff@firstam.com
With more than 60 years of fiduciary experience, First American Trust provides, Estate Settlement, on going Trust Administration, and Wealth Management with an expertise in Real Estate
https://www.firstamtrust.com/our_team/93
4380 La Jolla Village Drive, Suite 200, San Diego, CA 92122
Meeting Sponsor
Rick Brooks, CFA®, CFP®
Advisor, Director, Investment Manager
Blankinship & Foster
(858) 755-5166 | brooks@bfadvisors.com
Thoughtful and caring advice
Clarity, confidence and direction for your financial future
https://www.bfadvisors.com/
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075
FY 2021-2022 Executive Board of Directors and Officers:
President: Janet H. McDonough, Attorney at Law, McDonough Law Firm janet.mcdonough.law@live.com (619) 234-6534
Vice President & Programs Chair: Catherine M. Swafford, Attorney at Law, Withers, LLP catherine.Swafford@withersworldwide.com (619) 564-6213
Treasurer: Jennifer Reardon, CPA, MBA, JD, LL.M, Attorney at Law, Reardon Law Firm jennifer@reardonlawfirm.com (619) 930-9420
Membership Chair & Director: Jenica McClure, Financial Advisor, Edward Jones, jenica.mcclure@edwardjones.com (619) 222-0375
Sponsorship Chair & Director: Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm tlg@gotfredsonlawfirm.com (858) 361-2874
Past President, Sponsorship & Director: Barbara Leinenweber, Coldwell Banker BLeinenweber@coldwellbanker.com (619) 981-0002
Administrator: Lorin Silva lorin.epcsd@gmail.com 619-663-7134
If you have any questions about registration or the Estate Planning Council, please contact our new Administrator: Lorin Silva at lorin.epcsd@gmail.com. Or call 619-663-7134 after 3 p.m.
