YOUR GIFT. YOUR LEGACY.TM
What you’ll learn:
Achievements by the Leukemia & Lymphoma Society and how your donations impact both the lives of those affected and the research our esteemed partners are able to conduct
Cutting-edge developments in the research of these terrible diseases, and progress for finding a cure
Visionary tax-planning strategies utilized to create tax-favorable income through planned giving
How to create a legacy by teaching generational charitable giving without impacting you or your children’s wealth
Catriona Jamieson, M.D., Ph.D., is Associate Professor of Medicine in the Division of Hematology-Oncology, Chief of the Division of Regenerative Medicine, Deputy Director of the Sanford Stem Cell Clinical Center, Co-Leader of the Hematologic Malignancies Program, and Director of Stem Cell Research at the Moores UCSD Cancer Center.
Dr. Jamieson specializes in myeloproliferative disorders (MPDs) and leukemia. Myeloproliferative neoplasms are a family of uncommon but not rare degenerative disorders in which the body overproduces blood cells. Myeloproliferative neoplasms can cause many forms of blood clotting including heart attack, stroke, deep venous thrombosis, and pulmonary emboli and can develop into acute myelogenous leukemia. Although some effective treatments are available, they are laden with serious side effects. In addition, individuals can become resistant to the treatments. Dr. Jamieson studies the mutant stem cells and progenitor cells in myeloproliferative neoplasms. These cells can give rise to cancer stem cells. Cancer stem cells may lie low to evade chemotherapy and then activate again later, causing disease progression and resistance to treatment. Her goal is to find more selective, less toxic therapies.
Steve earned his degree in Management Sciences from Pepperdine University. He then spent eight years developing business for investors overseas until 1994. Upon returning to the U.S., he began his career in the financial industry with the Automobile Club of Southern California. For the past eleven years, Steve has developed his own financial planning business. He now works with the support of his team at Sexton Advisory Group to serve clients out of three office locations throughout Riverside and San Diego counties. He believes in helping clients take control by asking the questions that most people do not think or know to ask. His focus is on identifying issues that could be costing clients thousands of dollars in taxes, eradicating unidentified fees and expenses, solving estate problems, and eliminating any unknown risks. Steve has been a financial contributor and expert for CNN, ABC, NBC, CBS, FOX, THE CW, plus more, appearing locally and nationally more than 700 times over the last 5 years. USA Today also recognized Steve as a Financial Trendsetter for 2012 followed by recognition from The Wall Street Journal as a Financial Best Selling Author in 2013 for his contributions to the book “How to Get More out Of Life and Business with Better Results”. Steve is a financial contributor for the American Dream TV show on COX channel 4 as well as the financial voice for the San Diego Padres. In addition, Steve was the former host of the very popular Silver Hair Tsunami TV & Radio Show on Cox Channel 4 and 1170AM KCBQ. Furthermore, Steve works with charities such as Pat Boone’s, Ryan’s Reach, and Jacob’s House. He has been married for 17 years to his lovely wife Lora. Together they have two children, Connor and Paige, and a beagle dog named Harry.
Kirk Cassidy, IAR
President of Senior Planning Advisors, Inc.
and Strategic Investment Advisors, Inc.
Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He holds a life insurance license in Michigan and other states, as well as a Series 65 securities license, which makes him a fiduciary.
Kirk believes the best assistance he can give his clients in retirement is helping each create a comprehensive retirement plan that fits his or her needs. Kirk developed an asset allocation model that provides his clients with a roadmap to help preserve and distribute financial assets, while also helping increase their wealth.
Kirk has extensive experience in charitable planning and helping clients utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities. In addition, he has been actively involved in a number of charitable organizations, including sitting on the boards of directors of the Don Ferrarese Charitable Foundation and the Brent G. Cassidy Family Foundation.
Kirk and Jessica Cassidy
In 2009, Kirk’s father, Brent, was diagnosed with stage 4 non-Hodgkin lymphoma. Since hearing of Brent’s diagnosis, Kirk’s wife, Jessica, was on a mission to absorb any and all information to aid in his treatment. This is when she found the Leukemia & Lymphoma Society.
Jessica discovered that LLS graciously provides a plethora of resources for not only patients but their families through their multiple patient-service programs. These services provide direct access to financial aid, clinical trials and support teams, just to name a few.
During Brent’s battle he was enrolled in a clinical trial that prolonged his life, allowing one of the greatest gifts of all: becoming a grandparent to Kirk and Jessica’s daughter, Samarra. The couple flew back to Michigan so Jessica could give birth at the same hospital in which Brent was receiving treatment, and he was able to be a part of the birth of the next generation of his family. Unfortunately, six months later, Brent lost his battle.
Though Jessica and Kirk already supported LLS by advocating and raising millions through planned giving and awareness, losing Brent made their desire to make a greater impact in the blood cancer community grow exponentially, and inspired them to do more to honor and help keep his legacy alive. They jumped into the Light the Night Campaign and Executive Challenge, and funded a research grant in honor of Brent through Dr. Carl June's CAR-T Immunotherapy engineering.
Their continued desire, tenacity and planned-giving strategies gained recognition by Frank Canning from LLS. After a lot of meetings and many calls, their model turned into the first pilot program of Your Gift, Your Legacy.
Kirk and Jessica's desire to make a global impact on the blood cancer community became a reality when they launched this platform with the assistance of LLS (specifically Frank Canning and Erin Kozaki), its partners and Advisors Excel. YGYL is now being catapulted to a national program.
Advisors Excel has fully supported Kirk, Jessica and LLS’ partnership. At their recent national event, they raised $630,000 in a single night for LLS, ultimately helping the organization make YGYL possible.