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DTSTART:20200722T004500Z
DTEND:20200722T020000Z
LOCATION:Virtual Meeting: Link to come 
UID:1832120200722T004500ZJuly EPCSD Meeting: How estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider 
DTSTAMP:20260313T110426Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents:\n \nJuly 21, 2020 EPCSD \n \nVirtual Meeting Via Zoom:\n \nHow Estate Planning and Philanthropy are Impacted by \n \nCOVID-19 and New Strategies to Consider\n \n \n \nby Whitney Drechsler, CFP® \n \nU.S. Bank Private Wealth Management\n \n \n \nDate:  Tuesday, July 21, 2020\n \nTime:  5:45 P.M. to 7:00 P.M.\n \nZoom Webinar ID:   778 220 8276   \n \nZoom Password:  EPCSD  \n \nLink to meeting:  https://us02web.zoom.us/j/7782208276?pwd=SkJoWUdBclRhUXJxbVdNTnVqNTZLQT09 \n \n \n \nTopic: \n \nHow estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider \n \n \n \nSpeaker: \n \nWhitney Drechsler\n Vice President, Wealth Planner\n \nAs a Wealth Planner, Whitney directs wealth planning by providing\n analysis and advanced wealth planning strategies to help high net worth\n clients work toward their goals.\n Whitney began her career in the banking and financial services industry in\n 2015. Prior to joining U.S. Bank Private Wealth Management, Whitney\n worked as an Advanced Planning Consultant at Commonwealth Financial\n Network. Her professional background includes five years as a practicing\n estate attorney, doing both estate planning and estate administration. She\n also has extensive experience consulting on comprehensive financial\n planning with an emphasis on tax and estate planning.\n She volunteers for Words Alive, The Veterans Village of San Diego and\n the Serving Seniors Organization.\n Whitney resides in North Park, San Diego. When she is not at work, she\n enjoys seeing live music, racing in triathlons and world travel.\n \n \n \nContinuing Education Credits Pending: \n \nThis 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 r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.  \n \n \n \nPlease RSVP \n \n by July 16th\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
SUMMARY:July EPCSD Meeting: How estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider  - Estate Planning Council of San Diego 
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