California Forum 2015 Events
California Forum Fall 2015 – Practicing Collaboration in Today’s “Technical” World
Click here to view Agenda
California Forum – Allied Professionals Day – Advanced and Trending Strategies – Let’s Be Careful Out There!
Click Here to View Agenda
California Forum 2014 Events
California Forum – Asset Protection – Perils and Opportunities
Click Here to View Agenda
California Forum 2013 Events
California Forum – Attracting Successful Families and Business Owners – December 13, 2013
Click Here to View Agenda
California Forum – Working With Successful Families and Business Owners – August 23, 2013
Click Here to View Agenda
International Wealth Planning Forums
National boundaries do not contain our clients… or their holdings. Advisors in Estate, Business, Tax and Wealth Planning are cordially invited to our annual International Wealth Planning Forum. Through collegiality and collaboration, we can provide the certainty and leadership our clients are seeking to offer them clarity and direction for their planning needs.
The format of the International Wealth Planning Forum is designed to engage the 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. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
International Wealth Planning Schedule — Previous Years