July EPCSD Meeting: How estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider
The Estate Planning Council of San Diego Presents:
July 21, 2020 EPCSD
Virtual Meeting Via Zoom:
How Estate Planning and Philanthropy are Impacted by
COVID-19 and New Strategies to Consider
by Whitney Drechsler, CFP®
U.S. Bank Private Wealth Management
Date: Tuesday, July 21, 2020
Time: 5:45 P.M. to 7:00 P.M.
Zoom Webinar ID: 778 220 8276
Zoom Password: EPCSD
Link to meeting: https://us02web.zoom.us/j/
Topic:
How estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider
Speaker:
Whitney Drechsler
Vice President, Wealth Planner
As a Wealth Planner, Whitney directs wealth planning by providing
analysis and advanced wealth planning strategies to help high net worth
clients work toward their goals.
Whitney began her career in the banking and financial services industry in
2015. Prior to joining U.S. Bank Private Wealth Management, Whitney
worked as an Advanced Planning Consultant at Commonwealth Financial
Network. Her professional background includes five years as a practicing
estate attorney, doing both estate planning and estate administration. She
also has extensive experience consulting on comprehensive financial
planning with an emphasis on tax and estate planning.
She volunteers for Words Alive, The Veterans Village of San Diego and
the Serving Seniors Organization.
Whitney resides in North Park, San Diego. When she is not at work, she
enjoys seeing live music, racing in triathlons and world travel.
Continuing Education Credits Pending:
This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.
Please RSVP
by July 16th
In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.
You do NOT need a PayPal account in order to pay via credit card through PayPal.
If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.
**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:
Jessica Vito Cruz
P. O. Box 880536
San Diego, CA 92168
