Who should join?
Any professional who serves in the Estate Planning Arena, who enjoys learning, who wants to grow his/her practice and who enjoys meeting other professionals like: Attorneys, Private Trustees, CPA’s, Financial Advisors, Geriatric Care Managers, Senior Residence Directors, Bankers, Trust Officers, Insurance Professionals, Senior Real Estate Specialists, Senior Move Service Providers, etc. If you don’t see your service or profession listed, come to breakfast and introduce yourself!
In The News
Smarter San Diego | Smarter San Diego news talks about Estate Planning and Estate Planning 101®
What Is a Fiduciary Today? | The definition may surprise many advisors | By Marguerite Lorenz
How advisors can help alleviate the concerns of adult children | By Marguerite Lorenz
Marguerite Lorenz speaks about professional fiduciary's on Real Talk San Diego ESPN