Gathering 2019 – 2-Day Registration
November 28, 2018Gathering 2019 – Friday Only Registration
November 29, 2018Gathering 2019 – Thursday Only Registration
$260.00
The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
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The Gathering 2018 – Providing Wisdom, Leadership, and Planning in Tumultuous Times
$25.00What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
