R.J. Kelly hosts "Doing Well by Doing Good: Integrating Philanthropic Tools Into Your Lifestyle and Livelihood”

Financial and estate professionals are invited to attend the seminar, "Doing Well by Doing Good: Integrating Philanthropic Tools Into Your Lifestyle and Livelihood." 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.