San Diego, CA – Southern California Institute’s Laureate Center For Wealth Advisors is holding its 2018 Gathering at The Westin – Gaslamp on February 22nd – 23rd. The annual Gathering has become a highly anticipated event for San Diego wealth advisors and affiliated professionals.
Senior estate planning attorney and managing partner, Joe Strazzeri invites wealth advisors to join them at the 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.
When asked about their popular annual event, Strazzeri said, “When 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 expert in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With this Thought Leader Community as a resource, attendees don’t have to master the answer to every client quandary. Instead they become courageously armed with the right questions and resources. This “We-driven” mindset is transformational for attendees, their practice, and their clients.
The Gathering 2018 – Featured Speakers and Moderators
David K. Cahoone, Esq. – Keynote Speaker
Principal, David K. Cahoone, PA; Of Counsel, Johnson, Browning and Clayton; Co-Owner, Laureate Center for Wealth Advisors
Joe Strazzeri, Esq. – Moderator
Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder, Laureate Center for Wealth Advisors
Steve Mancini, Esq. – Moderator
Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder Laureate Center for Wealth Strategies; Principal, The Founders Group
Shelley Lightfoot – Moderator
Executive Director, Southern California Institute; Executive Director, The Founders Group
Preview of Topics and Speakers
Providing Wisdom, Leadership and Planning in Tumultuous Times;
presented by David K. Cahoone, Esq.
Succession Does Not Mean Exit – Planning to Include the Family and/or Key Employees;
presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Marital Deduction Planning in the Current Tax Environment;
presented by Lew Dymond, Esq.
How to be a Business Influencer – Your Pathway to Motivation;
presented by Dean DeLisle and Shelley Lightfoot
Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business;
presented by Peter Myers, Esq. and Sean Kenney, Esq.
Medi-Cal and Medicare – Comparisons Using Case Studies;
presented by Diane Gaswirth and Scott Stewart, Esq.
Give your Clients “Command” of the Fiduciary Role with their own Private Trust Company;
presented by Matthew Grupp, Esq. and Christian Grupp
Modern Uses for Life Insurance in Family Business Planning;
presented by Trey Fairman, JD, LLM and Cindy Eisenhower
Immigration for Business Owners, Real Estate Owners, and Family Members;
presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client;
presented by Brad Myslinski
Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning;
presented by Baruch Littman and Ellen Rosen, Esq.
Private Fiduciaries versus Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s;
presented by Anne Rosevear, Esq. and Lauren Derstin Humphreys, J.D.
Nevada Trusts in 2018: The NOST, NING, IGIT, & BDIT;
presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.
Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket; presented by Keith Troutman, CPA and Michael Dellisant
This year’s Gathering will be held at The Westin at Gaslamp Quarter. The Gaslamp Quarter is home to more than 150 restaurants, shops, galleries, coffeehouses and nightclubs. The Westin is conveniently located on the border of this historic district, so guests can maximize their experience to stay, play and dine at their leisure. Whether guests opt to try some of San Diego’s best restaurants or shop for something a bit off the beaten path, their visit to the Gaslamp Quarter will be a truly unique experience.
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
San Diego, CA, 92101
Hotel Reservations: 888-627-8563
When asked about their experience at last year’s Gathering, one San Diego estate planning attorney attendee said, “Every year I come away with great ideas and I can put them into action immediately in my practice. I’ve also met some extraordinary people. “
For more information about The Gathering 2018, visit gathering2018.com