It is a common misconception that philanthropic planning is limited to the billionaire class. This educational session will highlight commonly overlooked strategies that can help CPAs and estate planning attorneys bring value through philanthropic planning for all clients.
Whether you are interested in implementing tax alleviation strategies for existing clients, or building additional clientele through a working knowledge of charitable planning, this luncheon will help you earn your place as the trusted advisor to your clients.
Date: Wednesday, January 15th
Time: 12:00pm – 1:00pm
Location: 401 B Street, Suite 2300, San Diego, CA 92101 (downtown)
Parking: Ample parking is available in the building and will be validated. Please allow extra time for traffic and finding a parking spot to arrive for the discussion, which will start promptly at 12pm. The parking garage entrance is on the left as you head down 4th. Please ask the attendant where to park down below for Vance’s presentation. For those that don’t want to park in the building, parking is available on the street or in multiple lots nearby.
D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.