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The Art of Estate Planning

September 13 @ 9:30 am - September 13 @ 12:00 pm

Please join us for an exciting opportunity to learn the ways in which you can leave a legacy for generations to come, support innovative projects that impact local-to-global communities and sustain educational initiatives through planned or estate gifts (designation in your will, IRA or retirement plan, charitable gift annuity, etc.)

MOPA will host experts in the fields of estate and tax law as well as, personal and corporate financial services.

Thursday, September 13, 2018

Coffee Service: 9:30 AM – 10 AM
Moderated Conversation: 10 AM – 11 AM
Question & Answer: 11 AM – 12 PM

Balboa Park
Museum of Photographic Arts (MOPA)
1649 EL Prado San Diego, CA 92101

Panelists Include:

Sally Bixler, CRPC
UBS Financial Services, Inc
Bixler Wealth Partners
First Vice President-Wealth Management

With more than 30 years of experience in the financial services industry as an advisor and as a manager, Sally has a well-honed investment philosophy that she brings to her high-net-worth clients and nonprofit organizations.

Ron Friedman, CPA, CFP, PFS
Partner, Friedman Brannen LLP

Ronald A. Friedman is a founding partner of Friedman Brannen LLP. In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Ron is a member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist.

DeEtte Loeffler, Esq., J.D., LL.M.
Partner, Miller, Monson, Peshel, Polecek & Hoshaw

Ms. Loeffler’s practice includes tax and estate planning, trust and probate administration, charitable planning, and business formation, transfers and management. She provides tax planning services to minimize a variety of taxes for her clients, including property, income, gift, estate and generation-skipping taxes. She also works with small business owners, forming and maintaining, real estate and other entities, and advising them on tax issues.

If you have any questions/inquiries about this free event open to the public please contact Maryam Anbari,
Development and Events Coordinator at:
P: (619) 238-7559 x227
E: anbari@mopa.org

Image Credit: Stacy Keck

 


Event Details

Start:   September 13
Time:   9:30 am - 12:00 pm
Cost:
Free