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Tuesday, September 15, 2026

Fall Kick-Off Mixer

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Estate Planning Council of San Diego

ESTATE PLANNING COUNCIL OF SAN DIEGO

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Jake Erlendson, CFA, CFP®

Wealth Manager
Partner , Wealth Advisor
Corient
12665 El Camino Real, Ste. 300
San Diego, CA 92130
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Phone: (858) 509-9500
Fax: (858) 509-9500
Send a Message to Jake Erlendson
Website: www.corient.com

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UPCOMING EVENTS

September 15, 2026

Fall Kick-Off Mixer

See Event Details

October 20, 2026

Prop 19 and Property Tax Changes

Michael Kelly

See Event Details

November 17, 2026

Five Tax Train Wrecks and How to Avoid Them

Sally Reddy and Danielle Barger

See Event Details

January 19, 2027

AI and Data Privacy

Scott Cooper

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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