Income Protection Strategies for Your Clients
November 20, 2018
Gathering 2019 – Thursday Only Registration
November 29, 2018Gathering 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
The Gathering 2019
Thursday, February 21 – Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
Related products
-
Add to cart
Laureate in Wealth Strategies (LWS) Program – May 2018
$4,500.00Improve 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.
-
Add to cart
Laureate Program
$25.00All 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’
-
Add to cart
California Forum 2018 – Today’s Solution for Family Businesses
$149.00Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!
Thursday, June 21, 2018
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
For more details, visit www.caforum2018.com
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
