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DTSTART:20190319T233000Z
DTEND:20190320T020000Z
LOCATION:Double Tree Hotel, Mission Valley   7450 Hazard Center Drive
UID:1740520190319T233000ZMarch 2019 Meeting: "Field of Life- Teamwork Makes the Dream Work"
DTSTAMP:20260313T102258Z
DESCRIPTION:\n \nThe Estate Planning Council of San Diego Presents:  \nMarch 2019 EPCSD Meeting \n \n \nDate: Tuesday, March 19th , 2019\n \nTime: 4:30 P.M. to 7:00P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \nRoom: Brickstone\n \n \n \nTopic:\n \n"The Field of LifeTM - Teamwork Makes the Dream Work" \n \nRon and Patti will take you on a journey into your client’s life. \n \nWhat is the objective of your professional advice?\n \nIs the goal to provide the client with information to make educated choices?\n \nIs the role to implement the “right” choices?\n \nWhat is our social responsibility?\n \nWho do we reach out to when our client’s needs are not in sync?\n \n \n \nRon & Patti as Realtors specialize in the journey your clients will take on their Field of LifeTM.  The Field of LifeTM utilizes the baseball park and field to describe the role of all the team members who should be a part of your client’s life and their financial dreams. With the Estate Attorney playing the role of the team’s General Manager, we provide those real life, in the trenches, storylines along with detailed descriptions of each position player in a senior’s life.  Bringing to life the roles of family, friends, non-profit, seasoned professionals, and more, Ron and Patti take you through your client’s Golden Years in the hopes their best quality of life, their dreams, their passions, their wishes, are achieved through thoughtful planning and implementation.\n \n \n \nSpeakers: \n \n\n \n\n \n \n \nSan Diego’s Finest Realtors & Co-Founders – Senior Stay Or GoTM Program\n \nRonald Greenwald and Patti Gerke joined real estate forces in 2014 to be a driving force in both San Diego real estate transactions and the empowerment in the lives of our older adults.  Together they are the co-hosts of the show, Senior Stay or Go™, a senior advocacy and enrichment series of videos, and are co-authors of the best-selling real estate book, "The Essential Guide to San Diego Real Estate".\n \n \n \nRonald Greenwald, Broker Associate, MBA, SRES®, Cal DRE#: 01264025\n \nRon has a depth of experience in corporate operations, finance, marketing and mortgage lending. He completed his MBA from USC and earned his CPA certificate while working at a "Big 8" accounting firm.\n \nPatti Gerke, MBA, SRES®, CRS®, Cal DRE#: 01386269\n \nPatti has been a dedicated caregiver, a healthcare provider and a successful sales and marketing professional for Fortune 500 companies and start-ups before embarking on her real estate career. Patti earned her MBA from the Keller Graduate School of Management in Chicago, IL.\n \n \n \nMeal: \n \nServed: 5:30 PM to 6:30 PM\n \nENTREE #1\n \nSALAD \n \nWedge Salad Iceberg Lettuce, Bacon, Blue Cheese Crumbles, Tomatoes, and Gorgonzola Blue Cheese Dressing \n \nBEEF SHORT RIBS\n \nBeef Short Ribs Buttermilk Mashed Potatoes, Seasonal Vegetables, and Red Wine Sauce \n \nENTREE #2\n \nSALAD \n \nWedge Salad Iceberg Lettuce, Tomatoes and BALSEMIC VINAIGRETTE \n \nVEGAN STUFFED BELL PEPPER\n \nQuinoa, Corn, Green Onion, Cilantro, Red Onions, Spicy Tomato \n \nDESSERT\n \nDoubleTree Famous Cookies\n \n \n \nPlease RSVP \n \n by Thursday, March 14th, 2019\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
SUMMARY:March 2019 Meeting: "Field of Life- Teamwork Makes the Dream Work" - Estate Planning Council of San Diego 
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DESCRIPTION:Reminder
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