Hoyle Cohen Wealth Management Invites You to Attend Our Community Insights Program

Community Insights are business owner and family round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

Community Insights will be held at the following locations:

The Southern California Institute

10251 Vista Sorrento Parkway, Suite 250

San Diego, CA 92121

First Name *
Last Name *

Guest Name

Company

Email *

Phone *

Thursday, February 7, 2019 from 8:00am - 10:30am

Common Mistakes to Avoid After Your Transition or Liquidity Event: Costly Tax & Financial ‘Blind Spots’; presented by Ty Summerlin, CFP®, Vanessa H. Wieliczko, CFA, CAIA, CFP®, and Heather England, JD, IACCP
Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Thursday, March 7, 2019 from 11:00am - 1:30pm

What Most Successful Retirees Do Differently: Strategies to Help Ensure a Successful Next Chapter; presented by Ty Summerlin, CFP®, Vanessa H. Wieliczko, CFA, CAIA, CFP®, and Heather England, JD, IACCP
Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Thursday, April 4, 2019 from 8:00am - 10:30am

Common Mistakes to Avoid After Your Transition or Liquidity Event: Costly Tax & Financial ‘Blind Spots’; presented by Ty Summerlin, CFP®, Vanessa H. Wieliczko, CFA, CAIA, CFP®, and Heather England, JD, IACCP
The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Thursday, May 2, 2019 from 11:00am - 1:30pm

What Most Successful Retirees Do Differently: Strategies to Help Ensure a Successful Next Chapter; presented by Ty Summerlin, CFP®, Vanessa H. Wieliczko, CFA, CAIA, CFP®, and Heather England, JD, IACCP
Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Thursday, June 6, 2019 from 8:00am - 10:30am

Common Mistakes to Avoid After Your Transition or Liquidity Event: Costly Tax & Financial ‘Blind Spots’; presented by Ty Summerlin, CFP®, Vanessa H. Wieliczko, CFA, CAIA, CFP®, and Heather England, JD, IACCP
Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA