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DTSTART:20220119T003000Z
DTEND:20220119T030000Z
LOCATION:875 Hotel Circle South San Diego, CA 92108 
UID:2209220220119T003000ZBernstein’s 2022 Capital Markets Outlook
DTSTAMP:20260313T115127Z
DESCRIPTION:\nPlease Join Us for the EPCSD January 2022 Meeting \n \nDate: Tuesday, January 18, 2021 \n(we meet the third Tuesday of the month!)\n \n[RSVP NOW](https://www.epcsd.org/events/event/22092)\nby January 12, 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. \nDinner: 5:15 p.m. \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 over 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 sponsor referrals are submitted within one week from the meeting he/she attends. \n ------\n\n \nMenu for 1/18/2022\nPlated meal which Includes House Salad, Rolls & Butter, Iced Tea, Coffee  \n \nEntree #1:  Herb Crusted Flat Iron Steak\n \nMascarpone Mashed Potato, Toasted Garlic Broccolini\n Dessert: New York Cheesecake with Blueberry Sauce\n \nEntree #2: Vegan Option\nDetails to come\n \n[RSVP NOW](https://www.epcsd.org/events/event/22092)\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: Bernstein’s 2022 Capital Markets\n Outlook\nAn assessment of where we are, how we got here and what to expect going forward. \n \nSpeakers: \n \n\n \nTodd R. Buechs \n \nSenior Investment Strategist \n \nTodd R. Buechs is a Senior Investment Strategist in Bernstein’s Wealth Strategies Group. He is responsible for strategic oversight and management of portfolios for high-net-worth private clients in the Western US. In addition, Todd is a member of Bernstein’s Private Client Investment Policy Group, which considers asset allocation, portfolio strategy and portfolio implementation issues including tax management strategies. He began his career in financial services as an equities trader at Goldman Sachs in 2001. Todd previously served in the US Marine Corps and attained the rank of Major. He holds a BS in ocean engineering from the US Naval Academy and an MBA from the Tuck School of Business at Dartmouth College.\n \n \n \n\n \nChristian F. Tresse \nPrincipal  \nChris joined Bernstein’s San Francisco office in 2001. He was made a Principal of the firm and relocated to help launch the San Diego practice in 2005, which currently manages some $3B in client assets. He advises high net worth families and charitable foundations on strategies involving investment planning and strategic asset allocation. Previously, he ran the San Francisco office of Baseline Financial Services, an equity research firm serving institutional money managers. Chris began his career with IBM as a marketing associate in the firm’s New York banking office. He earned a BS in computer science from Fairfield University in Connecticut. He serves on the foundation board and investment committee of Rady Children’s Hospital San Diego. Chris is also a board member and a leading fundraiser for Curebound and Padres Pedal the Cause, which awards millions of dollars annually to help advance cancer research.\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, 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?  \n \nPlease 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“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, ongoing 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\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:Bernstein’s 2022 Capital Markets Outlook - Estate Planning Council of San Diego 
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