Overview

We are the premier networking breakfast meeting group focused on the Estate Planning Professional community. We currently have locations in San Fernando Valley, Orange County, North County (San Diego), Downtown San Diego, Southwest Riverside, and Sabre Springs. We will be expanding soon to Long Beach, San Francisco Bay Area, Denver, and Chicago. We focus on developing a better understanding of our roles, and the roles of other professionals in the Estate Planning community. Instead of presentations, we encourage our members to participate in activities and case studies. When we understand the services and products offered by our fellow professionals, in context of the activities we participate in together, we are better able to serve our own clients. Types of professions that attend our meetings are: Accountant Attorney Fiduciary Financial Advisor Geriatric Care Manager Trust Officer Banker Care Agency Manager HandyMan service Psychologist/Psychiatrist Geriatrician/Physician Medical Services Provider Medical Supplies Realtor Mortgage Lender Funeral Services Senior Move Specialist Tax Preparer Hospice Agency Medicare specialist Dietician Insurance Safety - remodel service Senior Residence Director Board and Care Owner Travel for Seniors Food prep services