Looking for a way to meet other professionals in the Estate Planning Arena?
Our membership includes Financial Advisors, Attorneys, Insurance Specialists, CPA's, Private Trustees, Medicare/Long Term Care Experts, Bankers, Conservators, Senior Residence Providers, Geriatric Care Managers, Organizers, Trust Officers, Tax Preparers, Hospice Care Teams, Fiduciaries, Planned Giving Directors and many others.
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What we have in common is high integrity and the sincere desire to improve our active practices in the Estate Planning arena (Legal, Financial, Fiduciary, Medical, Safety, etc.).
We meet in Temecula on the 4th Thursday of every month, except November is 3rd Thursday and we are dark in December.
Please go to our Meetup page to join us for breakfast. You will receive email announcements and the opportunity to meet other great professionals who can fulfill the needs of your clients expertly and who may need the very services and style you offer.
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