ESTATE PLANNING COUNCIL OF SAN DIEGO

Please Join Us for the EPCSD February Offsite Meeting 

Date: Tuesday, February 15, 2022
(we meet the third Tuesday of the month!)

RSVP NOW
by February 9, 2022
Don’t forget to invite a Prospective Member

Jacobs Center For Neighborhood Innovation 
404 Euclid Ave, San Diego, CA 92114
(619) 527-6161
 

 
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:              
Hors d'oeuvres and Wine: 4:30 p.m.
Speaker & Presentation:  6:00 p.m

Cost:  
Members: Included in Membership Dues
Emeritus: $50 reduced
Guests: $50 reduced

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 over 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 sponsor referrals are submitted within one week from the meeting he/she attends.

RSVP NOW

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: Jacobs Center For Neighborhood Innovation 
 

Presentation by: 

Valerie Jacobs

Chairman of the board for the Jacobs Center for Neighborhood Innovation and Jacobs Family Foundation

Valerie is also the founder of Valerie Jacobs Consulting, dedicated to providing direct consultation support to individual philanthropists and family foundations. In addition, Valerie is a nationally-known speaker and has created a series of workshops for women of wealth and wealthy families dealing with both philanthropy and family dynamics. She has been a licensed psychotherapist since 1979, specializing in the effects of wealth on relationships and personal well-being, and has worked in the field of philanthropy since 1994.

Valerie holds a Bachelor of Arts degree in physical anthropology from the University of California, Santa Barbara and a Master of Education from California State Polytechnic University, San Luis Obispo. Valerie is married to Norm Hapke, and they have two children. 

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

Meeting Sponsor

619.277.3373 | Valerie@ValerieJacobs.com

The Mission of the Jacobs Center for Neighborhood Innovation is to foster a thriving community envisioned
and realized by its residents. 
https://www.jacobscenter.org/
404 Euclid Avenue San Diego, CA 92114

 Annual Gold Sponsor

                                            

            Jay Robinson-Duff, CFA                                                 Denise L. Martin, CFP®, AEP®, CTFA,
       Vice President, Wealth Management Advisor                  Vice President, Wealth Management Advisor
858.410.5755 | jrobinson-duff@firstam.com   858-410-5752 | demartin@firstam.com

“Trust us to take care of you”

With more than 60 years of fiduciary experience, First American Trust provides, Estate Settlement, ongoing 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

 Annual Silver Sponsor

Rosella Saucier | Director, Estate & Gift Planning
619.873.7851 | Rosella.Saucier@cancer.org
The mission of the American Cancer Society is to save lives, celebrate lives, and lead the fight for a world without cancer.
www.cancer.org
PO Box 910549 San Diego, CA 92191

Directions:

Enter off of Market Street; the Jacobs Center will be right in front of you as you enter. Turn right to the parking lot -plenty of parking - then head to the business entrance (same side that you entered from) and take the elevator to the 3rd floor. (The large conference space has a separate entrance; don't go in there.)

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.