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January 2020
What You Will Learn The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]
Find out moreFebruary 2020
The Gathering is an annual event for all professionals in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs. The presenters are experts in their field who enjoy sharing and [...]
Find out moreMay 2020
Wills for Heroes Program FAQ: What legal services do Heroes need from attorneys? Free preparation of the following documents for first responders, healthcare providers* and their spouses/partners: Wills Durable Powers of Attorney for Property Management Advance Health Care Directives *Healthcare providers are included in this year’s expansion of the program during the COVID-19 pandemic. How [...]
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Webinar Topic: The Importance of an Up-to-Date Estate Plan in the Age of Covid-19. In this webinar, Ms. Amrine, Esq. will discuss the most important financial and medical documents everyone should have completed, executed and available. Having these documents will keep you and your family in control of the outcomes of any related crisis. When: [...]
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Crisis Financial Implementation for the “Ailing” Entrepreneur What do you do when a business owner is struck with dementia or a debilitating disease? Of course, LTC insurance is the first option to be considered but what if they don’t have it (as most don’t), and they are in a crisis and/or want to be prepared? [...]
Find out moreJune 2020
Speakers: Susan Valoff, Vice President of Windward Life Care (windwardlifecare.com) & Yvonne Amrine, Founder of San Diego Planning Partnership (sd-pp.org) and Amrine Law (amrinelaw.com). When: Noon on Tuesday, June 23rd, 2020 How: Free to attend, Register HERE to join us live and to receive a copy of the taped event for review at a later date/time. Synopsis: During [...]
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Speakers: James Morgan, Partner of Lanzone Morgan LLP (www.lanzonemorgan.com) & Yvonne Amrine, Founder of San Diego Planning Partnership (sd-pp.org) and Amrine Law (amrinelaw.com). When: Noon on Tuesday, June 30th, 2020 How: Free to attend, Register HERE to join us live and to receive a copy of the taped event for review at a later date/time. Synopsis: This [...]
Find out moreJuly 2020
Speakers: Patti Gerke and Ronald Greenwald, Co-Founders of Greenwald & Gerke Realty Team, Co-Hosts of the Senior Stay or Go show and Co-Authors of the best-selling real estate book, "The Essential Guide to San Diego Real Estate (www.greenwaldgerke.com) & Yvonne Amrine, Founder of San Diego Planning Partnership (sd-pp.org) and Amrine Law (amrinelaw.com). When: Noon on Tuesday, [...]
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Speaker: Yvonne Amrine, Founder of San Diego Planning Partnership (sd-pp.org) and Amrine Law (amrinelaw.com). When: 11 am PST on Thursday, July 23rd, 2020 How: Free to attend, Register HERE to join us live Synopsis:In this webinar Ms. Amrine, Esq. will discuss the components of an estate plan, including the most important financial and medical documents everyone [...]
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Topic: The Changing Face of Senior Services During Covid-19— St. Paul’s PACE Enrollment Updates Speakers: Alisa Isumi, Enrollment Director for St. Paul's PACE (stpaulspace.org) & Yvonne Amrine, Founder of San Diego Planning Partnership (sd-pp.org) When: Noon on Tuesday, July 28th, 2020 How: Free to attend, Register HERE to join us live and to receive a [...]
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