Jay Robinson-Duff | First American Trust | 858.410.5755

Online Membership Application

Membership Chairperson:                                                  
Jenica McClure, Financial Planner

Edward Jones 
jenica.mcclure@edwardjones.com 
(619) 222-0375

CLICK HERE TO START YOUR MEMBERSHIP APPLICATION

Membership in the Estate Planning Council of San Diego is a fun thing to do.  It's important for networking and team building for your estate planning clients and to get to know other estate planning professionals in the San Diego area.  

This organization is 66 years old and has some of the smartest and most creative licensed professionals in the estate planning industry.

Practice areas include Attorneys, Certified Public Accountants, Financial Planners, Trust Officers, Private Professional Fiduciaries, Appraisers,  Planned Giving Directors, Insurance Brokers, Care Providers for the Elderly, and other "related professionals."

Dues per fiscal year (prorated for new members) July 1 to June 30  

           Regular Member:  $425 (includes 8 dinner meetings)

           Associate Member $350   (less than 5 years in Estate Planning) 

           Emeritus Member   $75 (plus per meeting charges of $75 per meeting)

           Guests pay $90 per meeting to attend.

2021-2022 meeting dates

  • September 21, 2021 - SUMMER SOCIAL!  Brigantine Portside Pier 2nd floor deck
  • October 19, 2021 - 1st official meeting of the year, in-person transition to new presidency - Speaker: Joel Bryant, Esq. and Rob Deiringer, Esq. - Prosecuting Civil & Probate Financial Elder Abuse Cases.
  • November 16, 2021 - Year-End Planning - panel with Andy Pharies, Attorney and Jon Beyrer, Financial Planner and Enrolled Agent
  • December - DARK for our regular meeting
  • December 7, 2021 - NEW! Holiday Networking Mixer at Brigantine Portside Pier 2nd floor lounge
  • January 18, 2022 - Economic and Financial Forecast, Christian Tresse, Bernstein Private Wealth Management
  • February 15, 2022 - Non-profit onsite event - Jacobs Center for Neighborhood Innovation, 404 Euclid Avenue, San Diego, CA  92114
  • March, 2022 – NO MEETING in honor of our CPAs and tax professionals
  • March 17, 2022 - NEW!  Spring Mixer at The Lot in La Jolla (no host)
  • April 26, 2022 - Wealth Transfers in Real Estate - Douglas Wilson Companies
  • May 17, 2022 - Advanced Charitable Planned Giving Strategies
  • June 21, 2022 - PANEL on Regional Charitable Needs and Impact, San Diego Foundation

New Process for New Member Applications.  The new member application process has been simplified!  We now have 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. 

Please help us build this council.

 

If you are eligible to become a member, we woud love for you to join the Estate Planning Council of San Diego! Apply with our new Online Membership Application form:

 https://docs.google.com/forms/d/e/1FAIpQLSfAvw141tNRUtz3M9R_UJbKeJrcT7BB-_NpeY5oC3T8ARLkZg/viewform


Annual Gold Sponsor:

   

 Jay Robinson-Duff, III, CFA, Vice President, Wealth Management Advisor
858-410-5755 | jrobinson-duff@firstam.com

Denise L. Martin, CFP®, AEP®, CTFA, Vice President, Wealth Management Advisor                
858-410-5752 | demartin@firstam.com 

‚Äčhttps://www.firstamtrust.com/our_team/93


Annual Silver Sponsor:

Rosella Saucier | Director, Estate & Gift Planning
619.873.7851 | Rosella.Saucier@cancer.org

www.cancer.org