Business Owners & Planning
Family Businesses: Where Are you Going and How Will You Get There?
January 25, 2018

The Gathering 2018

$420.00

The Gathering

Networking, Learning, and Advice

The Gathering 2018

Thursday, February 22nd and Friday, February 23rd

The Westin San Diego Gaslamp Quarter

91011966 El Camino Real
San Diego, CA 92101

 

Visit www.Gathering2018.com for details and updates.

Holiday Special – BOGOHO Ho ho ho!
Buy One Get One Half Off
Offer ends January 1

Sponsor-Exhibitor Application Coming Soon

Please join us for our 14th 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 presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Participation Fee:
The Gathering – $420
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:
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
San Diego, CA 92101

Use this link to receive the Special Room Rate of $209.

The Gathering

Networking, Learning, and Advice

The Gathering 2018

Thursday, February 22nd and Friday, February 23rd

The Westin San Diego Gaslamp Quarter

910 Broadway Circle
San Diego, CA 92101

Visit www.Gathering2018.com for details and updates

Holiday Special – BOGOHO Ho ho ho!
Buy One Get One Half Off
Offer ends January 1

Please join us for our 14th 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 presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Participation Fee:
The Gathering – $420
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:
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
San Diego, CA 92101

Use this link to receive the Special Room Rate of $209.