San Diego Wealth Invites You to Attend Our Community Insights Program

Community Insights are family round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

Community Insights will be held at the following location:

The Southern California Institute

10251 Vista Sorrento Parkway, Ste 250

San Diego, CA 92121

Enter Your Information Here to Attend:

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Please Check the session you will be attending:

Thursday, February 7, 2019 from 11:00am - 1:30pm

The Economic Outlook*; presented by Cory Schmelzer, CFP®, CLU® and Kathleen Lindquist, CFP®
Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Thursday, March 7, 2019 from 11:00am - 1:30pm

Socially Responsible Investing*; presented by Kathleen Lindquist, CFP® and Aries Jiminez, CFP®
Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Thursday, April 4, 2019 from 11:00am - 1:30pm

Life Planning: Designing a Healthy Lifestyle*; presented by Mark Dale Mazur, RLP® and Aries Jimenez, CFP®
Taking the Handcuffs Off the Surviving Spouse; presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.

Thursday, May 2, 2019 from 11:00am - 1:30pm

Medicare Planning; presented by Diane Gaswirth, United Healthcare
Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Thursday, June 6, 2019 from 11:00am - 1:30pm

Real Estate Planning; presented by Sarah Lindsey with Synergy One Lending
Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

*Securities, insurance and advisory services offered through SagePoint Financial, Inc, member FINRA/SIPC. Additional investment advisory services offered through San Diego Wealth Management, LLC, not affiliated with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the state(s) of Alabama, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Michigan, Nevada, New York, Oklahoma, Oregon, Tennessee, Texas, Virginia, Washington, and Wyoming.

No offers may be made or accepted from any resident outside the specific states referenced.

**Sagepoint Financial does not offer legal, tax or estate advice. Listed entities are unaffiliated.