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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The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
$25.00What are the Primary Techniques of Business Succession?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Peter Myers, Esq. and Sean Kenney, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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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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The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”
$25.00So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done. As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list. Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice. These next two years may well be the best years of your practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by William Conway
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