What Now for Estate Planning Attorneys Digital Series
 The Southern California Institute is very excited to provide this unique opportunity for estate planning attorneys to compare and contrast various services such as marketing, drafting software, practice management, communication software, and education programs – all in one place! Join us for a full day with the providers themselves – understand the tools available to help you determine what you should be doing to attract, engage, and work with your favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.
View each of the 9 Vendors and Programs
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The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.
