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DTSTART:20211117T003000Z
DTEND:20211117T030000Z
LOCATION:875 Hotel Circle South San Diego, CA  92108 
UID:2190220211117T003000ZYear-End Planning
DTSTAMP:20260313T104932Z
DESCRIPTION:\nPlease Join Us for the EPCSD November Meeting  \n \nDate: Tuesday, November 16, 2021 \n(we meet the third Tuesday of the month!)\n \n[RSVP NOW](https://www.epcsd.org/events/register/21902)\nby November 10, 2021\nDon’t forget to invite a Prospective Member\n \nNEW LOCATION! \n \n\n \nNew Exciting & Convenient Location: \nLegacy Resort Hotel and Spa \n875 Hotel Circle South San Diego, CA 92108 \n \nIn the heart of Mission Valley\n1-888-534-2299 • 1-619-782-9155\nEasy parking and access ~ Map and Directions to follow\nhttps://legacyresortandspa.com/\n \nLegacy Hotel & Spa Commitment:   The safety and well-being of our guests and employees have always been our top priority, and that commitment takes on special significance in light of the global outbreak of COVID-19.  Our Clean & Care Commitment reinforces our dedication to providing a healthy and sanitary environment by following required and recommended procedures and protocols of the local public health authorities along with the CDC and World Health Organization\n \n\nWe will be following the Center for Disease Control and Prevention (CDC) Guidelines which recommend all individuals, regardless of vaccination status, wear face coverings indoors.\n \nMeeting Timeline:              \nNetworking and Cocktails:   4:30 p.m. to 5:15 p.m. - outdoors\nDinner:             5:15 p.m. (approximate) – socially distanced seating indoors\nMeeting & Introductions:      5:45 p.m.\nSpeakers:   6:00 to 7:00 p.m.\n \nCost:  \nMembers:  Included in Membership Dues\nEmeritus:  $75 \nGuests:       $90\n \nDues are Due! \nRenew your membership [HERE](https://www.epcsd.org/members/renewal)\nRegular Members:                 $425.00      (8 meetings per year)\nAssociate members:              $350.00      (8 meetings per year)\nLegacy/Emeritus Members: $ 75.00  (plus per meeting charges)\n \nMEMBERSHIP DRIVE:\n \nNew Member Goal.  With just under 100 members, the organization has a hefty new member goal to double our membership this year. \n \nNew Process for New Member Applications.  The new member application process has been simplified!  We now have fill-in pdf forms online which can be completed, saved, and emailed to our Membership Chairperson, Jenica McClure at jenica.mcclure@edwardjones.com or call her if you have membership questions (619) 222-0375. \n \nSend the following new member application link to a prospective new member today:  https://www.epcsd.org/council/links\n \nwe will also have a membership table at the meetings where new members can fill out an application on the spot and it will be submitted and processed in an expedited manner.  Their sponsors’ recommendations can also be submitted right then and there.\n \nNew  -  New Member Offer: \n \nAttend as a guest and your $90.00 meeting charge will be applied to your membership dues  if the guest completes and submits his/her membership application and his/her two sponsors referrals are submitted within one week from the meeting he/she attends. \n ------\n\n \nMenu for 11/16/2021\nPlated meal which Includes House Salad, Rolls & Butter, Iced Tea, Coffee  \n \nEntree #1:  Apricot Thyme Glazed Chicken\nRoasted Garlic Mashed Potato, Asparagus\n Dessert: Chocolate Lovers Cake with Strawberry Compote   \n \nEntree #2: Vegan Option\nDetails to come\n \n[RSVP NOW](https://www.epcsd.org/events/register/21902)\n \nDon’t forget to invite a prospective member!\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.  You do NOT need a PayPal account in order to pay via credit card through PayPal.  \n ------\n\nTopic: Year-End Planning  \n \nAttorney Andy Pharies of DLA Piper, LLP and Jon Beyrer, CFP of Blankinship & Foster share new and old strategies for year-end estate, tax, gift, income, financial and charitable planning with their high-net worth clients.\n \nSpeakers: \n \n Jon Beyrer         \nJon Beyrer is a Certified Financial Planner® practitioner and is enrolled to practice before the IRS). He is a principal and lead advisor of Blankinship & Foster and serves as the firm’s Chief Compliance Officer. Jon earned his Master of Science in Financial and Tax Planning in 2001 and his Bachelor of Science in Finance in 1995 from San Diego State University.\n \nJon is an active leader in the financial planning profession and is a past president of the Financial Planning Association (FPA) of San Diego and the Southern California Compliance Group. Passionate about giving back to his community, Jon serves on Rady Children’s Hospital Foundation’s Estates and Trusts Executive Committee and is the co-founder of the Professional Alliance for Children, a public charity that has assisted hundreds of families of ill children with legal and financial issues.\n \n       S. Andrew Pharies   \n \nS. Andrew Pharies is a partner with the international law firm of DLA Piper’s San Diego office.  His practice includes counseling clients on all aspects of domestic and international estate planning, trust and estate administration, tax planning, charitable planning, family business planning, and dispute resolution. \n \nAndy Pharies received his B.S. from the University of California, Riverside and a J.D. from the University of Oregon, where he served as Editor-in-Chief of the Oregon Law Review.  Mr. Pharies is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.\n \nHe has been recognized in Best Lawyers in America for Trusts and Estates (since 2013) and has been named a “Super Lawyer”  in Trusts and Estates (since 2008).  \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, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals. \n \nThank you  to our sponsors!\nWould you like to be a sponsor?  Please contact:  Tom Gotfredson, (858) 361-2874  tlg@gotfredsonlawfirm.com\nor Barbara Leinenweber, (619) 981-0002 BLeinenweber@coldwellbanker.com\n ------\n\n Annual Gold Sponsor\n \n\n \n“Trust us to take care of you”\n \n\n858.410.5755 |  jrobinson-duff@firstam.com  \n  \n \nWith more than 60 years of fiduciary experience, First American Trust provides, Estate Settlement, on going Trust Administration, and Wealth Management with an expertise in Real Estate\nhttps://www.firstamtrust.com/our_team/93\n4380 La Jolla Village Drive, Suite 200, San Diego, CA 92122\n ------\n\n Meeting Sponsor\n \n[](https://www.bfadvisors.com/team/rick-brooks/)\nRick Brooks, CFA®, CFP®  \n Advisor, Director, Investment Manager \nBlankinship & Foster\n\n(858) 755-5166 | brooks@bfadvisors.com\nThoughtful and caring advice\nClarity, confidence and direction for your financial future\nhttps://www.bfadvisors.com/team/rick-brooks/\n420 Stevens Avenue, Suite 250, Solana Beach, CA 92075 \n ------\n\nFY 2021-2022 Executive Board of Directors and Officers:\n \nPresident: Janet H. McDonough, Attorney at Law, McDonough Law Firm  janet.mcdonough.law@live.com (619) 234-6534\nVice President & Programs Chair: Catherine M. Swafford, Attorney at Law, Withers, LLP catherine.Swafford@withersworldwide.com (619) 564-6213 \nTreasurer: Jennifer Reardon, CPA, MBA, JD, LL.M, Attorney at Law, Reardon Law Firm  jennifer@reardonlawfirm.com  (619) 930-9420\nMembership Chair & Director: Jenica McClure, Financial Advisor, Edward Jones, jenica.mcclure@edwardjones.com   (619) 222-0375\nSponsorship Chair & Director: Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm  tlg@gotfredsonlawfirm.com    (858) 361-2874\nPast President, Sponsorship & Director: Barbara Leinenweber, Coldwell Banker BLeinenweber@coldwellbanker.com      (619) 981-0002\nAdministrator: Lorin Silva lorin.epcsd@gmail.com 619-663-7134\n \nIf you have any questions about registration or the Estate Planning Council, please contact our new Administrator:  Lorin Silva at lorin.epcsd@gmail.com. Or call 619-663-7134 after 3 p.m.\n
SUMMARY:Year-End Planning - Estate Planning Council of San Diego 
PRIORITY:3
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DESCRIPTION:Reminder
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