A Partnering Program to Attract, Engage, and Work with
Successful Families and Business Owners  with Assets Between $20-200 million

CWPA is a 3-day collaborative program designed to help you learn and implement all facets of the Advanced Wealth Planning Journey, including:

  • The top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year
  • Option to co-brand physical and digital assets that are little or no cost to you (or, if compliance is a problem, a way to introduce your “team”)
  • Advanced Case Management documents and processing tools for the 8-Step Review, Design, Implementation, and Maintenance methodology
  • Comprehensive advisor’s guide and “cheat sheet” outlining the mechanics to maintain momentum and complete the Client Journey.
  • Counseling and conversation tools as well as an online survey to help clients find more clarity, get the heart of highly relevant matters, and resolve messes in the areas of legal, tax, financial, philanthropic, advisory relationships, and family relationships.
  • Achieve the full spectrum of planning options through Wealth Strategies Client Partnering where there is more focus and clarity to help your clients navigate life and business through:
    • The problem and what’s behind it
    • Possible solutions when former goals are less or not important, and
    • Implementation and commitment to solutions, timeline, and responsibilities
Course Details

DATES:                          Monday, March 4 – Wednesday, March 6, 2024

STYLE:                           In-Person

PRICE:                           $3,500 (discounts available for
.                                       SCI Academy members)

.                                       $2,200 annual licensing fee

VENUE:                          Law Firm of Strazzeri Mancini LLP
.                                      San Diego, CA

Who It’s For:

CWPA was created for advisors in our circle who want to retain the quarterback role, continue to get compensated for their core discipline, help their clients who need wealth planning, and partner with SMLLP to do the review, design, and implementation work.

To register, please click on the “Register” button below for CWPA.

(Click on 8-step image to enlarge)

Become part of a multi-disciplinary wealth planning advisory team with revenue opportunities
and the success formula you need to attract, engage, and work with high-net worth clients.

Future CWPA 2024 Dates:

Monday, September 30 – Wednesday, October 2, 2024

(Registration for Sept 2024 will open shortly after the Mar 2024 class) 

This program is offered by the Southern California Institute in partnership with The Law Firm of Strazzeri Mancini LLP