Gathering 2019 – Friday Only Registration
November 29, 2018
Crucial Medicare Information for You and Your Client
January 11, 2019
Gala Individual Ticket
$250.00
Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
Related products
-
Add to cart
How Charitable Strategies Enhance Estates – 2017
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
PREVIEW:
-
Add to cart
The Gathering 2018 – Lunch Presentation: Care To Know
$0.00Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help. He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.
(Purchase of this product will include a Video recording and an Audio recording of the Presentation.)
Presented by Joseph Strazzeri, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
-
Add to cart
The Gathering 2018 – How to be a Business Influencer – Your Pathway to Motivation
$25.00Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Dean DeLisle and Shelley Lightfoot
Click here to see the Gathering Agenda with the list of the presentations and presenters.
