Events
Mix and Mingle with Two San Diego Heroes
Centara Capital and TKF invite you for an evening of wine, and cheese and information about a local non profit empowering kids, saving lives and teaching peace in schools throughout San Diego County. This event will be held on Wednesday, July 23rd from 5:30 - 7:00 p.m. Please see the calendar of events to register.
Advanced Planning Strategies for High Net Worth Estates
Designed specifically for CPAs and attorneys, this 2 Credit CPE and 1.5 Credit MCLE course teaches: 1)Strategies to monetize real estate to generate or increase cash flow; 2)Methods to identify the hidden value in assets and create liquidity; 3)Implementation strategies for reducing income and estate taxes. Please see the calendar of events to register for the next course.
Webinar: Advanced Estate Planning Strategies Using EquityKey
EquityKey is a revolutionary product that converts the unknown and volatile appreciation of real estate owned by seniors into cash today, without creating debt. Learn more about the practical applications of EquityKey, including premium finance rescue, asset preservation, & wealth transfer strategies for high net worth estates.The next webinar is specifically designed for Estate Planning Attorneys, CPAs and Insurance Brokers and will be held on July 15, 2008 at 10:00am. Please register here to attend the next webinar.
Professional Advisor Networking Mixer
Network with San Diego's finest professional advisors including CPAs, Real Estate Professionals, Attorneys, Bankers and Financial Planners. Refreshments and light appetizers will be served. This event will be held on Tuesday, July 15th from 5:30 - 7:30 p.m. Please see the calendar of events to register.
