Annual Professional Advisors Luncheon

– Registration Open –
Wealth and Estate Planning for the Modern Family
Blended Family Financial, Estate, and Charitable Planning Dilemmas
Wednesday, January 29, 2020
11:30 am – 1:30 pm
The Lodge at Torrey Pines
11480 North Torrey Pines Road
La Jolla, CA 92037

Panel will address how our traditional family has changed and:

Presenters:
Gretchen Tomanek Shaffer, Esq.
Associate / DLA Piper

Barry Levine
Senior Wealth Advisor / Northern Trust

Moderated by:
Ellen Whelan, Esq.
Partner / DLA Piper

Program and Lunch:
$75.00 each for 1-2 people
$50.00 each for 3 or more
Discounted rate for multiple attendees from the same firm.
Invite your colleagues!

To register, please respond to Susan Knopman or call (858) 279-2740.
Seating is Limited.

Click here for more information.


The 2019 Annual Professional Advisors Luncheon was a great success! The topic of the event was Complex Gifts Without Litigation and was presented by Paul J. Dostart, Esq., Sheryl Rowling, CPA, PFS, and Lawrence M. Sherman, Esq. Please enjoy the photos below from this fun and educational afternoon.

Thank you to our presenters!

Photo Gallery