Annual Professional Advisors Luncheon
Blended Family Financial, Estate, and Charitable Planning Dilemmas
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:
- Generalizations about generations
- Modern estate plans
- Yours, Mine, and Ours
- Case studies for you to ponder
Gretchen Tomanek Shaffer, Esq.
Associate / DLA Piper
Senior Wealth Advisor / Northern Trust
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.
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.