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    JOIN US FOR AN AFTERNOON TEA & CONVERSATION IN SAN DIEGO!

    March 23, 2023 @ 2:00 pm - 4:00 pm

    PANEL TOPIC
    “Financial Wellness”

     

    DESCRIPTION

    Dear friends,

    At long last, the San Diego Chapter of the Amazing Care Network will be meeting in person on March 23, 2023 at the Rancho Santa Fe Golf Club.  It’s been way too long since we gathered, but now that the pandemic is largely behind us, I’m so looking forward to being with you in person.  As usual, we will meet at 2 pm and have our guest speaker, Cameron Almond, speak at 3 pm.

    I invited Cameron from The Ayco Company to speak on how we ensure we don’t outlive our assets.  The pandemic taught me many things, including the need to have my financial affairs in order.  Frankly, too many friends suffered great anxiety over this issue especially when family members experienced prolong illness that was exacerbated by Covid.  There were worries about how to transfer assets without incurring huge tax liabilities and how to handle financial matters when a loved one is no longer capable mentally and emotionally to do so.

    I’ve known Cameron for years and is a trusted advisor to many families, including my own. He has worked at the Ayco Company since 2014 and advises clients on estate planning, wealth transfer, investment strategy, risk management, and tax compliance. Please RSVP and join us. I would so love to see you again!

    Cheers,
    Cora

     

    VENUE
    Rancho Santa Fe Golf Club
    5827 Via De La Cumbre,
    Rancho Santa Fe, CA 92067

     

    TICKETS
    $35 for non-members
    THIS EVENT IS LIMITED TO 100 ATTENDEES.
    ALL ATTENDEES MUST HAVE A TICKET TO ENTER.
    Amazing Care Network members attend free! Members, please email customer.service@amazingcarenetwork.com for your complimentary ticket.
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