|For Immediate Release
||Contact: Tobi Ferguson
Phone: (760) 940‐3370
R.J. Kelly hosts "Doing Well by Doing Good: Integrating Philanthropic Tools Into Your Lifestyle and Livelihood” at Tri-City Wellness Center May 9
OCEANSIDE, Calif. - Financial and estate professionals are invited to attend the seminar, "Doing Well by Doing Good: Integrating Philanthropic Tools Into Your Lifestyle and Livelihood," on Wednesday, May 9 from 7:30 a.m. to 12:30 p.m. at Tri-City Wellness Center. Guest presenter R.J. Kelly, president and CEO of Wealth Legacy Group, Inc., along with Dawn Hall Cunneen, partner at Procopio, Cory, Hargreaves & Savitch LLP, will discuss how to ‘do well by doing good’ by building tools into estate plans to achieve philanthropic goals.
“R.J. and his team are leading experts in their field. They have counseled many financial professionals about how to build philanthropy into their practice and we’re delighted to have them speak to our community,” said Tobi Ferguson, president and chief development officer at Tri-City Hospital Foundation.
Kelly is the founder and managing principal of the Wealth Legacy Group Family of Companies headquartered in San Diego. Wealth Legacy Group specializes in assisting wealthy, affluent and influential privately-held-business families with the growth, protection, enjoyment, management, distribution and lasting social legacy of their wealth, their business succession and exit strategies, and their ‘whole life planning’.
Cunneen is a partner at Procoio-one of the largest business law firms in Southern California. She focuses her practice on estate planning, trust administration, probate, estate tax and gift tax matters.
Breakfast will be served at the presentation. Tickets are $49 before April 30 and $59 after that. Space is limited. Please RSVP before May 3 by calling Tri-City Hospital Foundation at (760) 940-3370. Tri-City Wellness Center is located at 6250 El Camino Real in Carlsbad.
About Tri-City Hospital Foundation
Tri-City Hospital Foundation is a link between the community and the hospital. Since its creation, the Foundation has raised over $43 million. Many of the hospital's most mission-critical facilities have been supported in whole or part by Foundation initiatives. For more information or to become a donor please visit www.tricityhospitalfoundation.com.
About Tri-City Medical Center
Tri-City Medical Center is a Joint Commission gold seal accredited, full-service, acute care hospital with two advanced clinical institutes and over 500 physicians practicing in 60 specialties. Administered by the
Tri-City Healthcare District which includes Oceanside, Vista and most of Carlsbad, Tri-City is celebrating 50 years of caring for the community. For more information about Tri-City Medical Center, please visit www.tricitymed.org.