Professional Advisors Seminars & Workshops
The Office of Gift Planning regularly holds seminars and workshops for our Professional Advisors (such as Attorneys, Certified Public Accountants, Financial Advisors, Realtors, Insurance Brokers, Appraisers etc.) to provide advanced education about sophisticated and complex gift, tax and estate planning vehicles along with their technical aspects. This is also an opportunity for networking with your fellow professional advisors. These seminars and workshops offer the attendees a free opportunity to learn the subject matter in more detail from local experts in their fields and from our experienced Gift Planning Officers. We provide quality speakers with quality presentations about the topics that are relevant to your work.
~ Workshops are held in a small intimate setting where attendees will have opportunities to ask questions in a more casual and interactive atmosphere. Workshops offer one or more hours of approved continuing legal education for those who qualify and include beverages, snacks and validated self-parking.
~ The luncheon series offers one hour of approved continuing legal education for those who qualify and include a complimentary lunch and validated self-parking. Space is limited and we frequently fill all available spaces and place people on a waiting list.
~ Confirmed RSVPs are required for all luncheon seminars please.
Location for all seminars and workshops unless otherwise noted : Founder's Room at Schaetzel Center for Health Education at Scripps Memorial Hospital La Jolla, located at 9890 Genesee Avenue, La Jolla, CA 92037 on the first floor of Prebys Cardiovascular Institute.
Educational Presentations at Your Office
If you would like for a Gift Planning Officer to make an educational presentation at your office or firm, please contact a Gift Planning Officer at 858-678-7120 to schedule a date and time. Presentations available by our gift planning officers:
- Overview of Advanced Gift Planning Techniques
- Overview of Charitable Remainder Trusts
- Charitable Gift Annuities - The Gift That Pays You Income for Life
- Life Estate Gift Annuity Using a Personal Residence - Are you Living in a Goldmine?
Interim Sr. Director of Gift Planning
Questions? We're here to help!
Office of Gift Planning
4275 Campus Point Court, Suite 138
San Diego, CA 92121
Scripps Health Foundation,
P.O. Box 2669, CPB 217
La Jolla, CA 92038-2669
Gift Planning Coordinator: Fabiola Esparza