Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introductions and sometimes we work on case studies together.  No long presentations or continuing education.  Instead, we spend our time getting to know each other in a stimulating conversation environment.  This is efficient and effective networking for hig …

Started in San Diego, California, with new locations every few months, our monthly meeting group invites all different professions who serve in the Estate Planning Arena. If there is no group near you, contact us to start one! Because our area of service is specific to serving the elderly or disabled, in an Estate Planning context, there may be better contacts than the average networking or chamber of commerce group. We benchmark our offering against all other business networking opportunities, …

Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introductions and sometimes we work on case studies together.  No long presentations or continuing education.  Instead, we spend our time getting to know each other in a stimulating conversation environment.  This is efficient and effective networking for hi …