view our past events

Oct
11
Wed
The 4 Essential Elements Your Future Practice Needs to Survive and Excel @ The Southern California Institute
Oct 11 @ 1:30 pm – 2:30 pm

Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

Nov
14
Tue
Certified Wealth Strategies Advisors (CWSA) November 2017 @ The Southern California Institute
Nov 14 @ 8:00 am – Nov 18 @ 6:00 pm

Increase Your Technical Knowledge

The CWSA is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

laurel_crown_1-2the difference and intricacies between wealth strategies advice and engagement;
laurel_crown_1-2product and strategy marketing;
laurel_crown_1-2practice management processes; and
laurel_crown_1-2technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, November 14 – Saturday, November 18, 2017

Application completion is required before attending first session.

 

 

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