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DTSTART:20170315T003000Z
DTEND:20170315T030000Z
LOCATION:Double Tree Mission Valley
UID:1316720170315T003000ZMarch 2017 Meeting- How much is Grandma's ring really worth, and how do we protect it?
DTSTAMP:20260313T103910Z
DESCRIPTION:\n \n \nThe Estate Planning Council of San Diego Presents: \n \nHow much is Grandma's ring really worth, and how do we protect it?\n \nDate: Tuesday, March 14th, 2017\n \nTime: 5:30 P.M. to 8:00 P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \n \n \nSPEAKERS:\n \nThom Underwood GG, FGA, ASA, CSM\nMaster Gemologist Appraiser®\n \nActive in the jewelry industry since the mid 1970's, Thom began as a goldsmith and jewelry manufacturer. He opened San Diego Gemological Laboratory in 1978. Starting in 1981 Thom transitioned his manufacturing company into a fine jewelry store, Currie & Underwood situated in the Mission Hills community of San Diego. In 1991 Thom sold his interest in Currie & Underwood and has since focused on independent jewelry appraisal services.\n \nTopic: \n \nThe Illusion Held Together with Facts…Appraising Jewelry for Estates and Trusts. A discussion on FMV (Fair Market Value) as it applies to estate and trust appraisals,  Orderly Liquidation Value as it applies to estate and trust issue of equitable distribution and a brief discussion on Approximate Replacement Value as it applies to insurance/indemnity.\n \n \n \nCarolyn Konecki\nPersonal Lines Manager at Cavignac and Associates\n \nCarolyn is an expert at creating custom insurance solutions to protect her clients’ tangible assets including high value homes, luxury vehicles, collector cars, watercraft, aircraft and collectibles such as jewelry, wine, fine art, and antique furnishings. She is committed to building relationships, educating her valued customers and providing exceptional service for affluent individuals and families.\n \nAs an independent agent with access to several top carriers, she’s able to match her customers with the best carrier for their situation, offering the best insurance value. Carolyn is extremely solution oriented and can find coverage for any type of risk. Her top priority is to provide peace of mind to her clients.\n \nCarolyn is very involved in the San Diego community and is a member of several professional and charitable organizations including the San Diego Women’s Foundation, Casa De Amparo, Professional Women’s Fellowship, La Jolla Real Estate Brokers Association, the Trojan League and Provisors. She currently sits on the Board of Directors for the San Diego Women's Foundation and is the co-chair for the Casa De Amparo Crystal Ball Gala.\n \nTopic: \n \nThe Three Biggest Misconceptions about Insuring Valuables: \n \n1. You don't need to have separate insuarance for your valuable items because your homeowner's policy includes that coverage.\n \n2. Creating a list of valuable items and gathering your receipts and appraisals is a hassle.\n \n3. Insuring valuables cost too much.\n \n \n \nDinner:\n \nDinner is always served at our meetings, this meal will be a plated meal with the following options: \n \nBaby Spinach with Goat cheese Salad\n Grilled marinated chicken and shrimp\n Vegan Shepherd's Pie\n Opera Cake\n \nPlease RSVP by Thursday March 9th, 2017\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.\n \n You do NOT need a PayPal account in order to pay via credit card through PayPal. \n \nIf you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.  \n \n \n \n**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:\n \nJessica Vito Cruz\n \nP. O. Box 880536\n \nSan Diego, CA 92168\n \n \n
SUMMARY:March 2017 Meeting- How much is Grandma's ring really worth, and how do we protect it? - Estate Planning Council of San Diego 
PRIORITY:3
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DESCRIPTION:Reminder
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