The Gathering

Networking, Learning, and Advice

(Click on the Play Button above to watch video)

The Gathering is an annual event in February for all advisors in Estate, Business, and Wealth Strategies Planning. The format of the two-day event is designed to to engage all participants in a conversation where audience interaction is as critical as what is communicated from presenters who are experts in their field who enjoy sharing and who give of themselves and their time.
$420 Participation Fee

The Gathering is the premiere wealth, business, and estate planning event in our industry.  This valuable program provides a practical understanding of current events in estate, business, tax, insurance and wealth strategies planning to keep you and your Independent Collaborative Advisor on the cutting edge.  The program includes the best of the information gathered at the Heckerling Institute of Estate Planning and insights provided by Laureates and colleagues.

The Gathering is also a powerful opportunity to bring your top advisors and demonstrate to them the opportunities and values they gain by working with professionals like you.  They will see and learn how you collaborate with your advisor team and the resources available to you.  By participating in this event with you, advisors become motivated and excited about the possibility of working with you.  Because in today’s complex world, no one person can be an expert in all areas, The Gathering highlights the interdisciplinary opportunities related to the information presented to enable advisors to work together and develop new relationships.

The Gathering is a powerful event to attend whether or not you are a Laureate member.  For members, it is one of the most impactful benefits available to you.
The format of the two-day Gathering is designed to engage all participants in an informal team teaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room.  The presenters are each experts in their field who enjoy teaching and who give of themselves and their time.  Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breadth and depth of talents and experience of the audience.

2017 Program Schedule

The Gathering
February 24th – 25th

CWSA
November 14th – 18th

2018 Program Schedule

The Gathering
February 22nd – 23rd

CWSA & LWS
May 1st – 5th

CWSA & LWS
September 11th – 15th

Participation Fee: $4,500

For each 5-day Certification Course
(CWSA & LWS)

The Gathering 2017

Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

Friday, February 24th and Saturday, February 25th

San Diego Marriott – La Jolla

Click here to view the Agenda

Sponsor-Exhibitor Application

Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as
critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
their enlightened dreams.

Participation Fee:
The Gathering – $420
Circle of Friends Only – $200 (waived with Gathering fee)

Please note: We have gone digital! Materials will be provided electronically.

Continuing Education Credits:
CFP & CA Insurance – credits applied for
CPA & MCLE (approved provider #11857) – credits offered

Program Location and Accommodations:
San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link on Registration Page – www.2017Gathering.com

Please register for the Gathering online at www.2017Gathering.com or call 858-200-1911.

To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

 

Our Past Agendas

2016
2013
2010
2007

2015
2012
2009
2006

2014
2011
2008
2005