Cocktails and Conversation

Hosted by

 

"Family and Philanthropy"
Anna Howard, Senior Vice President & Financial Planner 
Kelly Arrillaga,  Vice President & Sr. Trust & Fiduciary Planner
Lisa Snyder,  Managing Director, Legacy Strategist

 

 

 

 

 

 

ABOUT THE EVENT:
Join us for an informative presentation with the Estate Planning Team from First Republic Bank about how best to protect your estate, minimize tax consequences and maximize your charitable giving while keeping your family and assets in mind. Additionally, you will hear from Scripps Research leadership with the latest updates on our groundbreaking research.

Ranked as one of the most influential and innovative biomedical research institutions in the world, Scripps Research works to engage and inform its supporters through various opportunities. We strive to create meaningful connections to our research and provide added value to our supporters whenever possible. The Office of Philanthropy is pleased to present our Cocktails and Conversation series that convenes experts on subjects that impact family, finances, taxes, privacy, retirement and estate planning.