CSA Leaders Network
San Diego, CA
Welcome to the San Diego, California CSA Leaders Network. Our meetings are held on the 2nd Wednesday of the month, same time and location unless otherwise noted. CSA members have the opportunity to host and sponsor a meeting.
For more information on how you can join our group, please reach out to Jacqui Clark, CSA at Jacqui@LivingCoastalSR.com
Upcoming Event
Meeting Date: August 14, 2024
Time: 9:30 am to 11:00 am PT
Hera Hub Mission Valley
8885 Rio San Diego Dr., #237
San Diego, CA 92108
Parking: Free parking lot in front of building
Refreshments: Coffee and Tea provided.
Presenter: Steven E. Bates, Esq.
Steven E. Bates, Esq. will discuss estate plans and working with Executors, Trustees and families in administering Probate and Trust estates for their loved ones.
Group Contact
Jacqui Clark
Jacqui@LivingCoastalSR.com
858-761-7551
Meeting Chair
Jacqui Clark
Jacqui@LivingCoastalSR.com
858-761-7551
Program & Venue Chair
Membership Chair
Web & Social Media Chair
Community Outreach & Volunteerism
Continuing Education
In order for you to submit CE Credit, you need the following:
- Date of Event
- Program Title
- Number of CE Credits
- Credit Type: Leaders Network CE
Previous Events
Previous Event Information for Submitting CSA CE
January 2024 – Jewish Family Services and CSA® San Diego, Moving Forward Together
February 2024 – Local SEO and Reviews Management
March 2024 – Round Table Discussion of what’s happening in the Senior Industry
April 2024 – Learn How Exit Strategy is the Only Smart Business Strategy
May 2024 – Avoiding Risk in Caring for a Person with Dementia
June 2024 – Mortgage Options for the Aging Population
July 2024 – Professional Fiduciary: what they are, and how your clients can benefit from their services
August 2024 – Wills, Trusts, Probate and Estate Law
How to Join a Leaders Network
You may want to first visit the group in your area. Check out this list of all CSA Leaders Network Groups to see if there is a group in your area and RSVP to attend a meeting or event. You are welcome as a guest, but if you want to join it is generally free or at a very low cost.
If there is not a group in your area and you want to explore how to get one started, contact SCSA at 800.653.1785 or fill out our Information Request Form.