HearthStone | Private Wealth Management Welcomes Grace Schlichter
HearthStone is pleased to begin 2020 by welcoming another valuable team member, Grace Schlichter. We became acquainted with Grace over the past several years when she worked with Charles Schwab in Orange County. We are delighted to have her join us.
Grace has worked in the financial services industry most of her career. While at Schwab, Grace worked directly with Registered Investment Advisors (RIAs) such as HearthStone in the Southern California region. Prior to that, Grace served with an advisory firm that helps professional athletes manage their finances.
Grace’s primary responsibilities at HearthStone are marketing and relationship development in Orange County, Long Beach, and parts of Los Angeles County.
Grace and her husband, Eric, are the proud parents of son David, who will be leaving the nest soon to attend college. They enjoy hiking and exploring the great outdoors whenever possible.
We hope you have the opportunity to meet Grace soon.
Society of Trust and Estate Practitioners (STEP) Conference February 3-4, 2020
HearthStone is a proud sponsor of the 9th Annual STEP Conference, taking place in Orange County, CA. STEP is a global professional body, comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures.
Update from the Bench with Julia Kelety, Probate Judge February 11, 2020
HearthStone is hosting lunch for the PFAC San Diego Region, "A View from the Bench" series with the Honorable Julia Kelety on Tuesday, February 11th. Judge Kelety will cover a variety of topics such as not overstepping a fiduciary’s legal authority in whatever capacity a fiduciary is serving, conflicts (wearing too many hats), when to enter/exit a dispute, use of petition for instructions to ask permission (rather than forgiveness), abuse of discretion and standard of care.
LevitZacks and HearthStone 6th Annual Post Tax Day Golf Tournament April 16, 2020
HearthStone is a proud lead sponsor and co-founder, along with Levit/Zacks, of the 6th Annual Get a Grip! Post-Tax Day Golf Invitational, on Thursday, April 16, 2020, at the Rancho Bernardo Inn. This is a casual and entertaining afternoon of golf with professional colleagues, including CPA’s, EA’s, attorneys, financial advisors, bankers, and risk professionals.
2020 Fiduciary Attorney Summit April 16-18, 2020
HearthStone is attending the 2020 Fiduciary Attorney Summit (FAS), which focuses on trust and estate litigation. It takes place April 16-18 in Santa Barbara. The majority of attendees are fiduciaries and attorneys, but registration is open to other interested professionals.
Women on the Mark May 6, 2020
HearthStone sponsors Women on the Mark, its hands-on workshop custom-designed for women professionals interested in learning how to safely approach, handle and operate firearms. This takes place from 4 p.m. – 7 p.m. on Wednesday, May 6, at the Glock Store located at 4770 Ruffner St, San Diego, CA 92111. This is an excellent introduction to firearms, the basics of handling a firearm, and the fundamentals of safety, as well as a good refresher for those more experienced with firearms.
Professional Fiduciaries Association of California (PFAC) Conference May 27-30, 2020
HearthStone is a sponsor as well as presenter at the 25th Annual PFAC Educational Conference taking place May 27-30, 2020 at the Hyatt Regency Embarcadero in San Francisco. HearthStone’s presentation is on Thursday, May 28th, from 7:15 a.m. – 8:15 a.m. on the topic, Don't Get Burned: What You Need to Know before Delegating Your Authority to Investment Professionals. Paul Hynes, Hearthstone Private Wealth Management; Apollo Lupescu, Dimensional Fund Advisors; Ricsie Hernandez, Esq., Brierton, Jones & Jones, LLP are leading the presentation.
Summer Soiree June 9, 2020
HearthStone hosts its annual kick-off to summer soiree and mixer for professionals. Details on time and location will be added soon.
Walk4ALZ – Alzheimer’s San Diego October 17, 2020
The HearthStone Team and many wonderful clients and colleagues are walking for the fourth year straight to raise funds and awareness for San Diegans living with Alzheimer’s and related dementias. Please join us in beautiful Balboa Park!
IMPACT 2020 – Charles Schwab Conference November 10-13, 2020
The HearthStone Team will participate in the annual Charles Schwab Conference, IMPACT 2020, taking place November 10-13 in Boston.
The Wines of Autumn November 17, 2020
HearthStone hosts its annual Wines of Autumn at the Wine Sellar and Brasserie on Tuesday, November 17, from 5:30 p.m. – 7:30 p.m. This event is designed for fellow professionals who enjoy mixing and mingling over a carefully curated list of special wines paired with delicious seasonal foods.
ON THE AIR: Who needs an estate plan? (Spoiler alert: almost everyone)
Paul Hynes, founder of HearthStone Private Wealth Management, Ricsie Hernandez, an Estate Attorney with Brierton Jones and Jones and Marilyn Kriebel, a Professional Fiduciary and owner of Kriebel and Associates join Richard Muscio, host of “It’s Your Money and Your Life,” aired on Dec. 30, 2019, on KFMB radio to discuss the critical elements of an estate plan. Please click here to listen to the show.
HearthStone “Sings” in the Holidays with PFAC San Diego
On the afternoon of December 11, the team at HearthStone Private Wealth Management joined members of the Professional Fiduciaries of California-San Diego Chapter at Saint Paul’s Villas in Banker’s Hill for a Holiday Sing-a-Long. HearthStone’s own Ben Blaustein played the guitar while Karen Clapp led the vocals.
The residents in attendance were buoyed by the holiday cheer and joined in the caroling. Each received a colorful Christmas tree light “necklace” and bell “bracelets” to jingle. Cookies and punch were enjoyed at the end of the festive hour.
Thank you to PFAC San Diego for devising this holiday outing. We were pleased and proud to participate.
HearthStone to Support Special Needs Planning Symposium as a Gold Sponsor February 7-8, 2020
HearthStone is pleased to participate as a Gold Sponsor at the Fourth Annual Special Needs Planning Symposium taking place in February 2020 in Napa, California. We will learn about the latest developments and planning strategies to better serve persons with disabilities.
HearthStone to Sponsor Society for Trust and Estate Practitioners (STEP) Institute Feb 3-4, 2020
For the second year in a row, HearthStone is participating as a sponsor at the 9th Annual Institute on Tax, Estate Planning and the World Economy on February 3-4, 2020 in Newport Beach, California. We will hear from national speakers providing the latest insight on advanced planning strategies for helping international families.
HearthStone Hosts 8th Annual Wines of Autumn on November 19, 2019
Each fall, the Wines of Autumn seeks to introduce guests to special wines they might not otherwise experience, matched with the award-winning cuisine of the WineSellar and Brasserie. This event reflects the passion of HearthStone founder and CEO, Paul Hynes and his wife, who are avid wine lovers and collectors. On November 19, approximately 45 guests gathered at the WineSellar and Brasserie to sample the 2019 selection of carefully curated wines and appetizers. Among other benefits, this taste sensation provides attendees with wine ideas for their Thanksgiving table.
HearthStone is Lead Sponsor for 2019 Probate Attorneys of San Diego Dinner on October 25th, 2019
For the fifth year in a row, HearthStone Private Wealth Management has participated in the widely anticipated annual gala for the Probate Attorneys of San Diego (PASD). The mission of PASD is to serve the public and legal profession by enhancing the practice of law in the areas of Trusts and Estates, Conservatorships, Guardianships, and Elder Law to promote justice, professional excellence and respect for the law.
Team HearthStone Supports Walk4ALZ on October 19, 2019
For the fourth year in a row, HearthStone’s “Lead4theCure” team walked in the annual Walk4ALZ on Saturday, October 19th, in Balboa Park. More than 2,500 people attended. Together, they met and exceeded the goal of $625,000, providing crucial financial resources for local Alzheimer’s support and research. As in previous years, funds raised in Walk4ALZ stay in San Diego County.