“Wealth Strategies Education, Networking, and Collaboration – In today’s complex world it is more important than ever that we gather together to share insights, education, and collegiality. Sift through, understand, communicate, and implement current affluent client planning options.”
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“Small, informal, and diverse groups of individual advisors come together each week to learn from one another, build collegial relationships, and create collaborative opportunities."
 
“To work on client cases together, find Independent Collaborative Advisors (ICAs) who are leaders in their industry, translate the complex into understandable options, work as part of your team, and help you inspire your clients to take action.”
 
“California Forums are 2-3 day annual symposiums concentrating on financial, business, estate, and wealth planning topics and strategies”
 
"PDPs are six-month certification programs designed to help advisors find, understand, and communicate revenue opportunities that help clients and customers in today's market."
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