Broker Check
31 July
Estate Planning and Market Outlook


Serenity Financial Planning


Kelli Stiles and Chris Dillon


Join us for happy hour, hors d'oeuvres, and discussions on:

High Level Estate Planning Strategies

Guest Speaker: Kelli Stiles, JD, CPA, Vice President Advanced Planning LPL Financial

  • Build your foundation
  • How Wills, Trusts, and Powers of Attorney work together
  • The role of life insurance in estate and retirement strategies

Midyear Market Outlook: What’s Ahead in 2019? Opportunities Amid Global Disruption

Guest Speaker: Chris Dillon, Investment Specialist Multi-Asset Division, T. Rowe Price Investment Services, Inc.*

  • Current views on economic conditions and impact on global equities
  • A global view of fixed income opportunities
  • Security selection is paramount for navigating today’s uncertain markets

: Register here or call Valerie Alanis at 858-251-4545. Space is limited.

Note: Minimum investment to open an account is $250k

Date and Time

Wed, Jul 31, 2019

5:30p - 7:30p PST


La Valencia Hotel (Galeria Salon)

1132 Prospect Street
La Jolla, CA 92037
View on Map

Event Registration

Thank you!

Error processing your request. Please try again at a later time.