Session 1: Wealth Counsel: Matt McClintock, J.D., CEO

WealthCounsel has helped thousands of members build rewarding practices for more than 15 years. Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and serve clients with compelling services in a post-ATRA world.

*Disclaimer: This program is not intended or relied on to serve as legal, tax, and/or financial advice. For educational purposes only.

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.