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CSA Leaders Network

Our mission is to create a strategic network for Certified Senior Advisors (CSAs) that increases professional and public awareness of CSAs, provides resources and education, and promotes the value of the CSA dually accredited credential.

San Diego, CA

Welcome to the San Diego, California CSA Leaders Network. Our meetings are held on the 2nd Wednesday of the month, same time and location unless otherwise noted. CSA members have the opportunity to host and sponsor a meeting.

For more information on how you can join our group, please reach out to Jacqui Clark, CSA at Jacqui@LivingCoastalSR.com

Upcoming Event

Meeting Date: February 11, 2026
Time: 9:30 am to 11:00 am PT

Meeting Location:

Hera Hub Mission Valley LOCATION
8885 Rio San Diego
San Diego, CA 92108

Enter the main door and our meeting room is to the left.

Parking: Free parking

https://maps.app.goo.gl/bb3dBYarpPS1Mz3E7

Refreshments: Coffee and Tea provided.

Program: Introduction to Structured Installment Sales: How to Sell a Primary Residence and Avoid Paying Outrageous Capital Gains Taxes
Presenter: John Dudek, Managing Partner at Dudek Kelly

This presentation will cover structured installment sales as a tax-deferral strategy for individuals selling residential or commercial real estate. It is particularly relevant for older adults transitioning to assisted living who are concerned about the tax consequences of selling their primary residence.

RSVP (Yes Only)
Jacqui Clark
Jacqui@LivingCoastalSR.com
858-761-7551

Group Contact
Jacqui Clark
Jacqui@LivingCoastalSR.com
858-761-7551

Group Chair
Jacqui Clark
Jacqui@LivingCoastalSR.com
858-761-7551

Program Chair


Membership Chair


Web Chair


Community Outreach/Volunteer


Continuing Education

In order for you to submit CE Credit, you need the following:

  • Date of Event
  • Program Title
  • Number of CE Credits
  • Credit Type: Leaders Network CE

Previous Events

Previous Event Information for Submitting CSA CE

January 2026 – No CE credit this month. Roundtable of discussion of industry professionals

February 2026 – Introduction to Structured Installment Sales: How to Sell a Primary Residence and Avoid Paying Outrageous Capital Gains Taxes – John Dudek, Managing Partner at Dudek Kelly

 

How to Join a Leaders Network

Check out this list of all CSA Leaders Network Groups to see if there is a group in your area. To join, simply RSVP and attend a meeting or event and begin your networking journey with other local CSAs.

If there is not a group in your area and you want to explore how to get one started, contact SCSA at 800.653.1785 or fill out this Information Request Form.