Showing all 10 results

  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is 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.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Lunch Presentation: The Southern California Institute at a Glance

    $25.00

    Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors.  They will describe  variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering.  Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with.  ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq. 

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Advisor in Wealth Strategies Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Advisor in Wealth Strategies (AWS) May 2018

    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:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical 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.

     

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  • Advisor in Wealth Strategies Advisor Program May 2018

    $4,500.00

    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:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical 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.  Application will be provided via email when purchase is made.

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  • Laureate in Wealth Strategies (LWS) Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Laureate in Wealth Strategies (LWS) May 2018

    (Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)

          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:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated 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 pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • Laureate in Wealth Strategies (LWS) Program – May 2018

    $4,500.00

          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:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated 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 pre-requisite Advisor in Wealth Strategies program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • The 4 Essential Elements Your Future Practice Needs to Survive and Excel

    $0.00

    Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

    Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

    (Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)

    Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot

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  • Laureate in Wealth Strategies Program November 2017

    $4,500.00

    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:

    • Wealth strategies client partnering; benefit and process marketing;
    • Advanced case management – process and protocols; and
    • Integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    Program Dates: Tuesday, November 7 – Saturday, November 11, 2017

    Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course

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  • Post-Election After Shock – Standard Registration

    $1,700.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    The Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

    For more information, please visit www.2016AfterShock.com

     

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  • Post-Election After Shock – Members Registration

    $1,500.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

     

    For more information, please visit www.2016AfterShock.com

    Add to cart