Showing all 19 results

  • Gathering 2019 – Friday Only Registration

    $260.00

    The Gathering 2019 – Estate Planning

    Friday, February 21, 2019

    Location: Marriott Del Mar
    11966 El Camino Real
    San Diego, CA 92121

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  • Gathering 2019 – Thursday Only Registration

    $260.00

    The Gathering 2019 – Estate Planning

    Thursday, February 21, 2019

    Location: Marriott Del Mar
    11966 El Camino Real
    San Diego, CA 92121

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  • Gathering 2019 – 2-Day Registration

    $420.00

    The Gathering 2019

    Thursday, February 21 – Friday, February 22, 2019

    Location: Marriott Del Mar
    11966 El Camino Real
    San Diego, CA 92121

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  • 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 – Providing Wisdom, Leadership, and Planning in Tumultuous Times

    $25.00

    What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™

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

    Presented by 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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  • Elder Care Planning

    Mental Health 101 – Special Needs Protection

    $25.00

    Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.

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

    Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.

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  • Don’t be Stuck in the “Wait and See” Trap!

    $25.00

    Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration.  Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.

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

    Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

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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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  • Questions About End-of-Year Client Wealth Planning

    $25.00

    Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

    (Purchase of this product includes the Audio Recording of this presentation.)

    Presented by Joseph J. Strazzeri, Esq.

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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

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  • America’s New Gold Rush – Working with Affluent Foreign Nationals

    $25.00

    Historically, America has been a land of opportunity attracting immigrants. Today, more than any other time, large numbers of affluent foreign nationals and then inbound money, are coming to America. These foreign nationals represent a little understood and vastly under-served client who is in need of new advisors. Ryan and Alex will explore and discuss the different paths to America, helping you identify new investment and advisor opportunities.

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

    Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq.

    Click play to watch a short video about ‘America’s New Gold Rush – Working with Affluent Foreign Nationals’

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  • Strazzeri Mancini, LLP

    $25.00

    All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.

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

    Presented by Joseph J. Strazzeri and Stephen Mancini

    Click play to watch a short video about ‘Strazzeri Mancini, LLP’

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  • Laureate Program

    $25.00

    All of our practices have the core area that we are comfortable in and has served our clients well. In today’s market the questions that face us are: Do I continue to serve this market?; If I continue to service this market, should I add another?; Am I qualified, or how do I become qualified in another area?; and What should that other area be? If you are considering planning for those 200,000 (or 2,000,000) families in America, the compensation that accompanies it, and the maintenance programs for sustaining a practice, then review with Joe how the Laureate Program can help.

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

    Speakers: Joseph J. Strazzeri, Stephen Mancini

    Click play to watch a short video about ‘Continuous Training and Insight to Attract and Engage Wealthy Clients and the Advisors They Work With’

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