Why SCI
The Gathering 2017
November 22, 2016
Break Sponsor at The Gathering 2017
January 12, 2017

General Exhibitor at The Gathering 2017

$1,000.00

The Gathering 2017

Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

Friday, February 24th and Saturday, February 25th

San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

Click here to view the Agenda

Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

General Exhibitor $1,000 level – Your sponsorship includes:

  • Full page digital ad included in attendee materials
  • Logo on loop displayed during breaks
  • Draped 6-foot table set up with two chairs
  • Copy of registered attendee list with contact information
  • One e-mail campaign to attendees after event
  • Registration for 2 attendees to The Gathering
  • Registration for 2 attendees to The Circle of Friends Charity Event


Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
their enlightened dreams.

Participation Fee:
The Gathering – $420
Circle of Friends Only – $200 (waived with Gathering fee)

Please note:  We have gone digital! Materials will be provided electronically.

Continuing Education Credits:
CFP & CA Insurance – credits applied for
CPA & MCLE (approved provider #11857) – credits offered

Program Location and Accommodations:
San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

The Gathering 2017

Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

Friday, February 24th and Saturday, February 25th

San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

Click here to view the Agenda

Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

 

General Exhibitor $1,000 level – Your sponsorship includes:

  • Full page digital ad included in attendee materials
  • Logo on loop displayed during breaks
  • Draped 6-foot table set up with two chairs
  • Copy of registered attendee list with contact information
  • One e-mail campaign to attendees after event
  • Registration for 2 attendees to The Gathering
  • Registration for 2 attendees to The Circle of Friends Charity Event

 

Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as
critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
their enlightened dreams.

Program Location and Accommodations:
San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

The Participation fee for the Gathering includes attendance, for you and a Guest, to our Circle of Friends Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

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