THE GATHERING GOES TO FOX ROTHCHILD’S
FIDUCIARY ATTORNEY SUMMIT IN SANTA BARBARA
JOIN US NOVEMBER 8 – 11, 2022
For close to 20 years, SCI has offered its largest annual event called the Gathering as a way to bring members together to focus on networking, learning, and advice – and engage all participants in an informal team-teaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room. This year we are proud to announce we were invited to partner with Fox Rothschild and our great, long-time friend Peter Myers, to offer a powerful event that combines the benefits of both the annual FAS and the Gathering. Save the date and join us November 8-10 in Santa Barbara for an event like no other!
Watch your email for more details coming soon!
As a way to bring members together to focus on networking, learning, and advice – and engage all participants in an informal team-teaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room.
This year we are proud to announce we were invited to partner with Fox Rothschild and our great, long-time friend Peter Myers, to offer a powerful event that combines the benefits of both the annual FAS and the Gathering.
Save the date and join us November 8-10 in Santa Barbara for an event like no other!
Join Founders Group principals, Joe Strazzeri and Shelley Lightfoot, at The Ritz-Carlton Bacara, Santa Barbara November 8-10, 2022. They will offer a look into the psychology of an owner transitioning their practice and their experience with clinical psychologists in practice succession.
Attendees will also benefit from sessions covering issues affecting engineers and architects, financial practices, fiduciaries, physicians, health care practitioners and lawyers.
Registration includes:
- Select daily meals
- Welcome cocktail reception
- Continuing education credit
Programming will address how to prepare a company for succession, including due diligence for sellers preparing for sale as well as buyers considering purchase, understanding the roles of the financier and investment banker, and Employee Stock Ownership Plans, in addition to tax aspects.
