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DTSTART:20170419T003000Z
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LOCATION:Double Tree Mission Valley
UID:1316820170419T003000ZApril 2017 Meeting with Peg Eddy: From Show and Tell to the Opening Bell ®
DTSTAMP:20260429T093651Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents: \n \nFrom Show and Tell to the Opening Bell ®\n \nPresented by Peggy Eddy, CFP® \n \n \n \nDate: Tuesday, April 18th, 2017\n \nTime: 5:30 P.M. to 8 P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \n \n \nTopic:\n \nFrom Show and Tell to the Opening Bell ®\n \nWhat better value-added service is there for you to help your clients and their families become wise wealth stewards and creators of a financially literate legacy?  As their trusted advisor, you can teach your clients how to create more self-reliant and economically viable children and grandchildren whose financial lives are compatible with your clients’ values and belief systems.\n \nIn this presentation, Certified Financial Planner™, Peggy Eddy will share her insights with us about how to raise financially literate children and grandchildren. Peg will bring to us her humor, practical advice, “tales from the trenches,” and a unique approach to money as a powerful, positive tool and its proper place in our lives and those of our clients.\n \nBefore you can assist your clients, your own money “psyches” will be explored to help you become a better financial role model for your younger family members and a better steward of your own talents and finances.\n \nUsing her more than thirty-five years of experience as a fee-only financial and investment advisor, in this interactive and engaging presentation, Peg will provide practical ways for your clients and you to teach financial responsibility to the next generation.\n \n \n \nABOUT THE SPEAKER\n \nPeggy Eddy, CFP® \n \nPresident of San Diego-based Creative Capital Management, Incorporated, Peggy Eddy has been a Certified Financial Planner™ practitioner for more than thirty-five years. In jest, she often says she should be introduced as a “Certified Financial Psychologist”.\n \nShe is a graduate of Wheaton College in Massachusetts, long before it became co-ed. Following her graduation, Peggy became a principal in a firm which placed junior military officers with Fortune 500 companies.  (It was during this time, “having interviewed over 1000 men,” she quips, “that I met my husband and business partner, Bob.”)\n \nFounded in 1975, Peggy and Bob's company, Creative Capital Management, Incorporated (“CCMI”), is a fee only firm which provides business counseling, tax planning, retirement planning, estate and succession planning and investment advice to high net worth individuals and entrepreneurs throughout the Western United States. \n \nActive in the San Diego community, Peggy has served on numerous community boards. She served as President and Board member of the San Diego Chapter of Women in Business and as President of the San Diego Chapter of the National Association of Women Business Owners (NAWBO), which she founded.  Peggy has served on the boards of the Academy of Our Lady of Peace, Lightbridge Hospice Foundation and San Diego Venture Partners.  She is a member of San Diego Rotary Club 33 board and belongs to the National Association of Personal Financial Advisors and the Financial Planning Association. Peg also founded the Family Business Forum at the University of San Diego, to encourage the continuity of family businesses in Southern California. Twice Peggy has been honored as one of the “San Diego Women Who Mean Business” in the financial services area and has been honored as the Woman Business Owner of the Year by NAWBO.  Her firm has also been selected by the San Diego Business Journal as one of “San Diego’s Best Places to Work” in the small business category.\n \nA popular speaker at conferences on business and financial topics, Peggy writes frequently on\n \nfinancial and business topics and has been quoted in local and national financial publications. She takes pleasure in helping clients transform their financial lives and motivating entrepreneurs and professionals to plan for their lives beyond their businesses. She and her husband/business partner, Bob, have two financially literate sons, ages 39 and 36, who are pursuing their own careers in the Bay area.\n \n  \n \nDinner:\n \nThe San Diegan Buffet \n \nCrispy Romaine, Cotija, Pepitas, and Shaved Carrots\n \nChipotle Ranch and Herb Vinaigrette (Gluten Free and Vegan)\n \nSpicy Cole Slaw (Gluten Free and Vegan)\n \nTortilla Chips and Roasted Salsa (Gluten Free and Vegan)\n \nMarinated Chicken Breast and Zinfandel Mole\n \nGrilled Flank Steak and Chimichurri (Gluten Free)\n \nCilantro Rice( Gluten Free)\n \nChayote Squash and Roasted Carrot Medley (Gluten Free and Vegan)\n \nTres Leches Topped with Berries\n \n \n \nPlease RSVP by Thursday April 13th 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  \n \n \n \n
SUMMARY:April 2017 Meeting with Peg Eddy: From Show and Tell to the Opening Bell ® - Estate Planning Council of San Diego 
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