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?

AGENDA:

Dates and Times: November 18 – 19, 2016; 8:00am – 5:00pm in San Diego, California

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

75% of your clients dislike, and are fearful, of both candidates and the economic results that will follow.

Discount Planning is radically changing, if not going away.

100% of your clients will want/need your advice.

Some practices will wither away and die, some will barely survive, and others will thrive.

Learn what successful Thought Leaders and Practitioners:

• Have done during past times like these;
• Are doing doing in this environment; and
• Will be doing next year.

During our two days together, we will:

• Create the list of strategies that:
  • Need to be changed, updated or unwound;
  • Solve for those strategies that are being unwound;
  • Are still viable after such an election and 2704; and
  • Are still viable and not affected by the election or 2704.
• Draft:
  • Letters for your current clients to generate interest, appointments, ad engagements;
  • Marketing materials to reach your independent collaborative advisors (rainmakers) to generate interest, appointments and engagements for you and them;
  • White papers on the subject matter to be divided and distributed into your social media; and
  • Powerpoint presentations with handouts and talking points on the variety of subjects mentioned above to generate interest, appointments, and engagements.
• Develop your:
  • Knowledge, insight, and comfort level with the subjects and strategies to communicate and help clients and their advisors;
  • Language and tools to motivate your team, clients, and their advisors; and
  • Business action plan for the balance of 2016 and 2017.
• Strengthen your resolve for a successful 2017

LOCATION:

Southern California Institute
3636 Nobel Drive, Suite 450
San Diego, CA 92122

ACCOMMODATIONS:

San Diego Marriott – La Jolla
4240 La Jolla Village Drive
La Jolla, CA 92037
858 587-1414
Discounted Room Rate: $129.00 per night
Click the following link to book your room:

Book your group rate for Southern California Institute

PARTICIPATION FEES / REGISTRATION:

Standard Fee	$1,700.00
Member Discounts: Laureate Graduate, WealthCounsel, ElderCounsel, Exit Planning Institute, or Society of Financial Service Professional Members	$1,500.00

REGISTRATION:

CONTINUING EDUCATION:

Applied For.

THOUGHT LEADERS:

Perspectives from 6 Firms and 2 Educational Organizations

	David K. Cahoone, Esq., Principal, David K. Cahoone, PA; Of Counsel, Johnson, Browing, and Clayton; Co-Owner, Laureate Center for Wealth Advisors; www.laureatecenter.com			Valerie Peterson, JD, CEO, ElderCounsel www.eldercounsel.com
	Scott Gunderson, Esq., Scott Gunderson, Attorney at Law; www.scottgunderson.com			Laura Stees, CPA Stees, Walker & Company LLP www.steeswalker.com
	Shelley Lightfoot, Executive Director, Southern California Institute www.scinstitute.org			Scott Stewart, Esq., Managing Partner, California Estate & Elder Law, LLP www.estate-elderlaw.com
	Stephen J. Mancini, Esq., Partner, Strazzeri Mancini, LLP, www.strazzerimancini.com Partner, California Estate and Elder Law, www.estate-elderlaw.com Co-Owner, Laureate Center for Wealth Advisors, www.laureatecenter.com			Joseph J. Strazzeri, Esq., Partner, Strazzeri Mancini, LLP, www.strazzerimancini.com Partner, California Estate and Elder Law www.estate-elderlaw.com Co-Owner, Laureate Center for Wealth Advisors www.laureatecenter.com
	Peter Myers, Esq., Fox Rothchild LLP www.foxrothchild.com

SPONSORSHIP:

Thank you to our Sponsors for this event: