Advisory Team
Underwriting Sponsors

 

 

Event Sponsors

 

In Kind Sponsors

 

Wealth Legacy Group

Exeter Fiduciary Services, LLCMarket Pointe Realty Advisors

Community Support

All proceeds will be utilized by the Center for Wealth & Legacy Studies to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

Payment Options

Register and Remit Payment

Click here to register for the next Wealth & Legacy Seminar.

The cost to attend a Wealth & Legacy Seminar is as follows:

  • One (1) individual for one (1) seminar is $40.00
  • One (1) individual with one (1) guest for one (1) seminar is $60.00
  • One (1) individual with two (2) guests for one (1) seminar is $80.00

  • One (1) individual for the next four (4) seminars is $140.00

If paying by check, please make check payable to The Center for Wealth & Legacy Studies and mail to:

The Center for Wealth & Legacy Studies
C/O  R. J. Kelly
4550 Kearny Villa Road, Suite 103
San Diego, CA 92123

 

Congressional District Programs, Inc. Disclosure Information

The Center for Wealth & Legacy Studies™ is a project of Congressional District Programs, Inc. – a registered 501(c)(3) public charity.

All moneys raised by The Center are received by Congressional District Programs and become the sole property of CDP which, for internal operating purposes, allocates the funds to the Project. The Program Manager makes recommendations for disbursements which are reviewed by CDP for approval.

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