Join us for a thought-provoking, insightful and informative Afternoon Tea in San Diego!

WHEN: Friday, May 19, 2017 from 2pm to 4pm

WHERE: The Inn at Rancho Santa Fe (5951 Linea Del Cielo, Rancho Santa Fe, CA 92067)

TOPIC: “Financial Planning in Times of Transition”

SPEAKER PANEL:

–> Yvonne Amrine, Estate Planning and Elder Law Attorney and the Founder of Amrine Law, Estate Planning and Elder Law.
–> Carlie Headapohl, Certified Divorce Financial Analyst & Certified Valuation Analyst for Your Money Advocate.
–> Erin Weidner, Financial Planning Specialist & Financial Advisor for The Rancho Santa Fe Group at Morgan Stanley.

HOW: Tickets here https://acnsandiegomay2017.eventbrite.com

 

MEET OUR PANEL SPEAKERS:

Meet Yvonne Amrine:  Yvonne founded and runsAmrine Law, Estate Planning and Elder Law. She graduated cum laude with a Bachelor’s degree in Business Administration from the University of Southern California. She is licensed to practice law in the state of California. She attended law school here in San Diego at California Western School of Law.  She obtained a concentration in Elder Law focusing her course work on Estate Planning; Community Property; Estate & Gift Tax and Federal Income Taxation. She is passionate about helping people protect their loved ones through estate planning techniques and making sure they can afford long term care when it becomes and imminent need. She is a member of the National Academy of Elder Law Attorneys (NAELA), Elder Law Answers, and California Advocates for Nursing Home Reform (CANHR).  She is accredited by the Veteran’s Administration to represent clients before the VA Regional Office or the Board of Veterans’ Appeals. She speaks regularly on the topic of estate planning and how to pay for long term care to audiences including the Lawrence Family Jewish Community Center, San Diego Oasis Lifelong Learning Centers, The Alzheimer’s Association San Diego Take Charge Education program for the newly diagnosed, and numerous senior communities throughout San Diego County.

Meet Carlie Headapohl: Carlie founded and runs Your Money Advocate. She is a Certified Divorce Financial Analyst (CDFATM) and a Certified Valuation Analyst (CVA) with a BS in Finance and Accounting from UC Berkeley. For over 25 years, Carlie has been involved in all aspects of corporate and personal finance and specializes in helping high net worth clients with complex asset portfolios. She is dedicated to helping her divorce clients optimize their financial settlements by providing thoughtful, thorough and objective financial analyses. Carlie is an active member in the financial community through her affiliations with WIFE.org (Women’s Institute for Financial Education), Institute of Divorce Financial Analysts, Association of Divorce Financial Planners, affiliate member of the San Diego Family Law Bar Association, and the Rancho Santa Fe Women’s Fund.

Meet Erin Weidner: Erin is a Financial Planning Specialist & Financial Advisor for The Rancho Santa Fe Group at Morgan Stanley.  She has been with Morgan Stanley since 2012. She brings particular focus and financial planning to family legacy wealth transfers and women who find themselves as newly head of household. She structures solutions for her clients’ often varied financial, and personal circumstances. Wealth management is a second career for Erin. Her first career was a residential land developer in Utah, where her clients were corporate pension and retirement plans, along with private investors. Erin was raised in, and returned to, Rancho Santa Fe from Park City UT.  She attended Torrey Pines High School and Brigham Young University. During the early decades of her career, she navigated running a business, supporting her household and then becoming head of household herself while raising three children – two with special medical needs. Erin is passionate about facilitating financial literacy conversations with women’s groups, large and small.  Erin is a type one diabetes thought leader, an avid skier and enjoys both paddle and boogie boarding.