The Evolving Role of the Professional Advisor: Changing Client Expectations
Join fellow professional advisors for an afternoon of insight, strategy and connection as experts across legal, tax, fiduciary and financial disciplines explore emerging trends in charitable planning, complex assets and evolving client expectations.
Whether you are navigating multigenerational conversations, values based planning or changing client priorities, this symposium is designed to complement your expertise and support your work.
Speakers
- Michael Davis, National Director, Philanthropic Services, U.S. Bank
- Nicholas Hulwi, Fiduciary Counsel, Bessemer Trust
- Victor Shlionsky, CPA, MST, Tax Partner, Lavine, Lofgren, Morris & Engelberg, LLP
- Elizabeth Tresp, JD, LL.M, Principal Attorney, Tresp, Day & Associates, Inc.
- Rebecca Van Loon, Partner, Trusts & Estates Chair, Solomon Ward Seidenwurm & Smith, LLP
- Carrie Vilaplana, Vice President, J.P. Morgan Private Bank
Event Details
Wednesday, October 7, 2026
12:30 p.m. to 5:30 p.m.
Farmer & The Seahorse, The Americana Room
10996 Torreyana Road, Suite 240
San Diego, CA 92122
Lunch and parking provided
Please respond by Friday, September 25 to confirm your attendance.
Registration is $40 and includes lunch and a post program networking mixer. Two hours of continuing education credit available (MCLE, CFP®, CPE and PFEC).
You know your clients. We know philanthropy. For questions, please contact Jason Rogers at jrogers@sdfoundation.org.
Thank You to Our Sponsor
Event Registration
Registration Deadline: Friday, September 25