Gathering 2019 – Thursday Only Registration
November 29, 2018
Gala Individual Ticket
January 3, 2019Gathering 2019 – Friday Only Registration
$260.00
The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
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Post-Election After Shock – Members Registration
$1,500.00THERE 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
Location:
Southern California Institute3636 Nobel Drive, Suite 450
San Diego, CA 92122For more information, please visit www.2016AfterShock.com
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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’
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3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
$25.00$0.00Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Martha Rańōn, Southern Caregiver Resource Center and Scott Stewart, Esq.
