Please join us for our last WheelerFrost Happy Hour of 2013:
Financially Fit in 2013:
Estate Planning Essentials
Thursday, December 5, 2013
6:00 pm to 8:00 pm
Mission Hills Wine Cellar
1624 West Lewis
San Diego, CA 92103
Drinks, appetizers, and great information.
Guest Speakers: Camille Perna Wang of Hughes & Pizzuto
Catherine Blakespear of Blakespear & Smith
Please feel free to invite anyone you feel may benefit from the presentation!
RSVP to firstname.lastname@example.org
Questions? Call us at 619-491-0225
Space is Limited
About Our Guest Speakers:
Camille Perna Wang works in the areas of Estate Planning, Estate and Gift Taxation, Probate and Trust Administrations and Conservatorships. Camille joined Hughes & Pizzuto in 2011. She has been a member of the California Bar since 2004, after graduating from the University of California, San Diego and University of San Diego School of Law with her Juris Doctor and L.L.M.. She is the past Co-Chair of the San Diego County Bar Association Taxation Section (2008-2010).
Catherine S. Blakespear graduated from law school in 2006, and has been working exclusively in estate planning since 2009. She attended college at Northwestern University in Chicago, where she earned a Bachelor’s and Master’s degree in Journalism. Catherine graduated from the University of Utah S.J. Quinney College of Law in 2006, where she was editor-in-chief of The Journal of Law and Family Studies, one of the law school’s three law journals. She clerked for Judge Pamela Greenwood on the Utah Court of Appeals, and worked for the highly regarded law firm of Ray Quinney & Nebeker in Salt Lake City. Catherine teamed up with her mother, attorney Tricia A. Smith, in 2009 to launch Blakespear & Smith Law Offices, a law firm entirely focused on estate planning, probate and probate litigation.
WheelerFrost is celebrating over 30 years of helping successful San Diegans manage their wealth.
Our Model Portfolio program makes it possible for emerging investors to be a part of the WheelerFrost family.