Smart Giving Seminar

Join us at La Jolla Historical for a free, informative seminar on tax-efficient charitable giving in 2025, led by a local financial planning expert, William Beamer, CFA, CFP®. Learn how to make the most of your philanthropy through strategies like IRA required minimum distributions, donor advised funds, gifts of stock, and more.

If you’re passionate about supporting the causes you love and want to explore the smartest, most impactful ways to give in the year ahead, you won’t want to miss this program. Coffee, pastries, and time for Q&A will be provided.

About the Speaker: Will Beamer, CFA, CFP® is a seasoned wealth management professional and retired partner of Corient Private Wealth (formerly Dowling & Yahnke), where he advised high-net-worth individuals and families for more than two decades. At Dowling & Yahnke, Will served as both President and Chief Investment Officer in addition to working with clients. Now the founder of Back Nine Financial Coaching, LLC, he helps clients approaching or in retirement navigate transitions with clarity and confidence. Will is a graduate of Duke University and Harvard Business School and served four years as a Surface Warfare Officer in the U.S. Navy. A native San Diegan, he enjoys travel, golf, reading, and spending time with his wife Jennifer and four adult children.