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San Diego CSA Leaders Network
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Group Contact: Jacqui Clark - jacquic@carepatrol.com - 858-761-7551

Meetings: 2nd Wednesday of the month, same time and location unless otherwise noted

Format: Each member takes a turn sponsoring a meeting

More Details: Facebook Page (coming soon)


San Diego

Leaders Network

 

Program:

General Estate Planning

Date:
            9/13/2017

Time:
9:15 am to 11 am

Location:
Hera Hub
8885 Rio San Diego Drive #237

San Diego, CA 92108

MAP


RSVP (Yes Only):
by September 11, 2017 to Jacqui Clark, jacquic@carepatrol.com 

(858) 761-7551

 No fee - Guests Always Welcome!

Coffee, tea & water provided

Parking: Free - Plentiful

Continuing Education:
YES - 1 CE Credit

IMPORTANT:
*Enter past & present CE Credit here
online CE profile for CE Credit
Now the responsibility of each CSA

Meeting/Program Information:

Sponsor: Christine Lee, Casa Companion Homecare Solutions

Program Title: Estate Planning, Conservatorships, & updates on Medicaid Rules

Purpose:  Amy will talk about general estate planning, conservatorship issues, and big updates of Medicaid rules that impacts estate planning.

Speaker Bio: Amy Hsiao is the founding attorney of Hsiao Law, OC, a boutique trust & estate firm in SD. She helps families with estate planning to protect their loved ones and assets, including wills, trusts, POA, etc. so that families don't have to go to court. Amy focuses her work on preventative work.

Website: www.HsiaoLaw.com

Phone: (858) 386-0998

Agenda:

   9:15 - Networking

   9:30 - Announcements & Introductions

   9:50 - Presentation and Q&A

   10:30 - Social Media/FB CSA

   11:00 - Adjourn

2017 San Diego Leaders Network Schedule & Sponsors - Mark Your Calendars

2nd Wednesday of the month, unless otherwise noted

Monthly Sponsor(s) and Host(s)
Oct 11 - Carol Waldchen, Berk
shire Hathaway
Nov 8 - Toni Petruzzo
Dec 13 - TBD (Available)

Previous Meetings/Events (Date, Program Title, #CEU):
8/9/17 - Dr. Solomon Finkelstein "Living Your Best Life" 1 CEU

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