Advisor in Wealth Strategies (AWS) October 2018
November 15, 2016
Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
February 22, 2018 @ 7:30 am – February 23, 2018 @ 6:00 pm
Westin Gaslamp Quarter
910 Broadway
San Diego, CA 92101
Shelley Lightfoot
858 200-1911

The Gathering

Networking, Learning, and Advice

 The Gathering 2018

Thursday, February 22nd and Friday, February 23rd

Westin Gaslamp Quarter

910 Broadway Circle
San Diego, CA 92101

Special Room of $209 available to Gathering Registrants.

Visit for details and updates

Sponsor-Exhibitor Application

Please join us for our 14th 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 presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Participation Fee:
The Gathering – $420

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:


Westin San Diego Gaslamp Quarter

910 Broadway Circle
San Diego, CA 92101