Anthony I. Mathews
Neil Senturian
Patricia Burns
Ted Sterns
Tage Tracy, CPA
Frank Vizcarra
Richard J. Muscio, CPA
Daniel J. Gatto, CPA
Edward Masters
Brian R. Caster
Valerie Jacobs
Phillip L. Jelsma, Esq.
Teofla Rich
Marc McBride
Nancy G. Henderson, Esq.
Barry Graff, Ph.D.
Chris Meacham, CPA
Mike Mellace, CEO
R. J. Kelly, MSFS, ChFC
Alan Nevin
Zunaira Munir, Ph.D
William L. Exeter
Speakers Bureau
Register For A Seminar
Click here to register for the next Wealth & Legacy Seminar.
The cost to attend a Wealth & Legacy Seminar is as follows:
- One (1) individual for one (1) seminar is $40.00
- One (1) individual with one (1) guest for one (1) seminar is $60.00
- One (1) individual with two (2) guests for one (1) seminar is $80.00
- One (1) individual for the next four (4) seminars is $140.00
If paying by check, please make check payable to The Center for Wealth & Legacy Studies and mail to:
The Center for Wealth & Legacy Studies
C/O R. J. Kelly
4550 Kearny Villa Road, Suite 103
San Diego, CA 92123
Congressional District Programs, Inc. Disclosure Information
The Center for Wealth & Legacy StudiesTM a project of Congressional District Programs, Inc. – a registered 501(c)(3) public charity.
All moneys raised by The Center are received by Congressional District Programs and become the sole property of CDP which, for internal operating purposes, allocates the funds to the Project. The Program Manager makes recommendations for disbursements which are reviewed by CDP for approval.
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