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DTSTART:20210427T234500Z
DTEND:20210428T013000Z
LOCATION:Virtual Meeting
UID:2088520210427T234500ZEPCSD April 27th 2021 Meeting: Successfully Picking Up the Pieces  
DTSTAMP:20260313T112304Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents:\n \nSuccessfully Picking Up the Pieces \n  By Teresa A. Kakadelas & Monica Ma\n \n \n \nDate:  Tuesday, April 27th, 2021\n \nTime:  4:45pm-6:30pm\n \n(Speaker begins at 5:15pm)\n \nCost: $30.00 per person (Guest or EPCSD Member)\n \nZoom Webinar ID and Password: \n \nWill be sent to everyone who has registered and paid on Monday, April 26th\n \n \n \nWe would like to thank our Sponsor for supporting this upcoming meeting:\n \n\n \n[BFADVISORS.COM](https://www.bfadvisors.com/)\n \n \n ------\n\nTopic: \n \nSuccessfully Picking Up the Pieces \n \nDiscussion about how to help clients move forward after the death of a spouse. \n \n \n \nSpeakers: \n \nTeresa A. Kakadelas,\n \nCFP®, CDFA, Advisor and Director of Financial Planning, Blankinship & Foster\n \nTeresa has been advising clients at Blankinship & Foster for over 15 years. As Director of Financial Planning, Teresa brings a deep knowledge of financial planning to the firm. She enjoys guiding the growth and development of Blankinship & Foster through her role on the firm’s leadership team. Teresa developed the Wise Women luncheons for Blankinship & Foster which aims to educate women on financial issues in a fun, friendly atmosphere.\n \nMonica Ma,\n \nCFA, CFP®, CSA® Advisor and Chief Investment Officer, Blankinship & Foster\n \nMonica has helped clients with their financial affairs for over 16 years. She joined Blankinship & Foster in 2008 and is part of the firm’s leadership team. In her role as Chief Investment Officer, Monica leads the research and implementation of the firm’s investment philosophy.  \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 \n \nPlease RSVP by April 26th 2020\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 \nSave the Date- Future EPCSD Meetings: \n \nThe EPCSD.org website will be updated a month prior to each meeting with the RSVP information\n Tuesday, April 27, 2021 at 4:30pm Tuesday, May 18, 2021 at 4:30pm Tuesday, June 15, 2021 at 4:30pm \n \n \n \n
SUMMARY:EPCSD April 27th 2021 Meeting: Successfully Picking Up the Pieces   - Estate Planning Council of San Diego 
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DESCRIPTION:Reminder
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