Advisor Insights are advisor round tables offered to estate, financial, business, real estate, long-term care planning advisors, as well as senior care providers. Advisor Insights are designed to introduce you to the various planning options that facilitate achieving your clients goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.
California Estate and Elder Law and Foundation for Senior Care Invite you to attend:
Tuesday, June 12 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, August 14 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, October 9 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCA or call 760-723-7570
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
Pre-empted for Thanksgiving Holiday
Our office will be closed in observance of the Thanksgiving Holiday.
Have a safe and Happy Thanksgiving!
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.