Past Events | Upcoming Events

Feb
22
Thu
The Gathering 2018 @ Westin Gaslamp Quarter
Feb 22 @ 7:30 am – Feb 23 @ 6:00 pm

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

(619)239-2200
Special Room of $209 available to Gathering Registrants.

Visit Gathering2018.com 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

(619)239-2200

May
1
Tue
Advisor in Wealth Strategies (AWS) May 2018 @ The Southern California Institute
May 1 @ 8:00 am – May 5 @ 6:00 pm

Increase Your Technical Knowledge

The AWS 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.

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

$4,500 Participation Fee

Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

Application completion is required before attending first session.

     

Laureate in Wealth Strategies (LWS) May 2018 @ The Southern California Institute
May 1 @ 8:00 am – May 5 @ 6:00 pm

Improve Your Quiet Confidence

The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

laurel_crown_1-2wealth strategies client partnering; benefit and process marketing;

laurel_crown_1-2advanced case management – process and protocols; and

laurel_crown_1-2integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

$4,500 Participation Fee

Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

Participants must have completed the prerequisite Certified Wealth Strategies Advisor program before enrolling in this course.