The Financial Team 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 Southern California Institute

10251 Vista Sorrento Parkway, Ste 250

San Diego, CA 92121

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Thursday, February 6, 2020 from 11:00am - 1:30pm

Part 1: Taxes - Seize The Opportunity of Historically Low Tax Rates; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP®
Tax Planning for the Sale of a Business; presented by Steve Mancini, Esq. and Joe Strazzeri, Esq.

Thursday, March 5, 2020 from 11:00am - 1:30pm

Part 2: Social Security & Retirement Income - Avoid Social Security Double Taxation; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP®
Charitable Planning for Successful Families and Business Owners; presented by Steve Mancini, Esq. and Alexis Bastedo, Esq.

Thursday, April 2, 2020 from 11:00- 1:30pm - Via Webinar Only

Part 3: Real Estate - Buy, Sell or 1031 Exchange; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP® Presented via Webinar Only - Use Webinar Link Below
Conflict Resolution for Affluent Families; presented by Joe Strazzeri, Esq. and Shelley Lightfoot,Executive Director Presented via Webinar Only - Use Webinar Link Below

Thursday, May 7, 2020 from 11:00- 1:30pm - Via Webinar Only

Part 4: Investment Portfolio - De-risking Your Portfolio; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP® Presented via Webinar Only - Use Webinar Link Below
Tax Planning for the Sale of a Business; presented by Steve Mancini, Esq. and Joe Strazzeri, Esq. Presented via Webinar Only - Use Webinar Link Below

Thursday, June 4, 2020 form 11:00am - 1:30pm

Part 5: Insurance - The Good, the Bad and the Ugly - Annuities, Life Insurance, and Long-Term Care; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP®
Charitable Planning for Successful Families and Business Owners; presented by Steve Mancini, Esq. and Alexis Bastedo, Esq.

Part 3: Real Estate - Buy, Sell or 1031 Exchange; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP®
Conflict Resolution for Affluent Families; presented by Joe Strazzeri, Esq. and Shelley Lightfoot,Executive Director

Part 4: Investment Portfolio - De-risking Your Portfolio; presented by Maureen Verduyn, CFP®, EA, MEd. and Nick Gardner, CFP® Presented via Webinar Only - Use Webinar Link Below
Tax Planning for the Sale of a Business; presented by Steve Mancini, Esq. and Joe Strazzeri, Esq.