Past Events | Upcoming Events

Oct
23
Tue
Advisor in Wealth Strategies (AWS) October 2018 @ The Southern California Institute
Oct 23 @ 8:00 am – Oct 27 @ 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, October 23 – Saturday, October 27, 2018

Application completion is required before attending first session.

 

Laureate in Wealth Strategies (LWS) October 2018 @ The Southern California Institute
Oct 23 @ 8:00 am – Oct 27 @ 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, October 23 – Saturday, October 27, 2018

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

 

Oct
25
Thu
Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs @ The Southern California Institute
Oct 25 all-day

Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs

The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.laureatecenter.com for more information or schedule a call with Nathalie to see if The Laureate is right for you.  858-200-1911