Don’t Miss The 13th Annual “Gathering”

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

Why Attend?

The Gathering is the premiere wealth, business, and estate planning event in our industry. This valuable program provides critical information on current events in estate, business, tax, insurance and wealth strategies planning to keep you and your Independent Collaborative Advisor on the cutting edge.

LEARN FROM 26 NATIONAL INDUSTRY EXPERTS IN THIS 2 DAY EVENT
The Gathering brings together experts in the wealth, planning, and estate planning industries.

INDUSTRY CHANGES THAT WILL AFFECT YOUR BUSINESS
Post election estate planning strategies, and 2017 industry changes you need to know.

THE GROWTH STRATEGIES YOU NEED FOR 2017 TO SUCCEED
Understand the opportunities and challenges of Baby Boomers to grow your business in 2017.

DEVELOP A NATIONAL NETWORK & INFLUENCE
During this 2-day event, you will be networking and collaborating with industry professionals across the nation.

CLICK HERE TO DOWNLOAD THE 2017 GATHERING AGENDA

The Next 20 Registrants Receive…

As a special offer to the next 20 people who register, you will receive Southern California Institute’s 6-Part Series: “Behind the Conversation”.

Through-out our teaching courses we often get asked “but how is it really done and what do you say?” The Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them. Listen to Joseph Strazzeri and Steve Mancini as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.

EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings

THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process

CURIOSITY – the key to client understanding, comfort, and planning

THE POWER OF PARABLES – being vulnerable to help others see

CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action

CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments



When and Where

WHEN:
February 24, 2017 @ 7:30 am – February 25, 2017 @ 6:00 pm

WHERE:
Marriott La Jolla
4240 La Jolla Village Dr
La Jolla, CA 92037

COST:
$420.00

Don't just take our word for it. See what others are saying:

Laureate is not for the average practitioner. For those who want to stand out from the competition and rediscover themselves professionally and personally, the Laureate program is a must. I plan on coming back regularly to keep my practice on track and improving.
Jackie Real-Salas
Jackie Real-Salas
Pasadena, CA
The Laureate Program has been invaluable to my growth as an attorney in the high net worth arena. The program is unique in that it integrates advanced legal-technical education with a process for attracting and working collaboratively with high net worth advisors and their clients.
Marc Selden
Marc Selden
New York, NY
Servicing the high-net worth family is an acquired skill far surpassing technical knowledge. Financial planners, insurance agents, accountants, and attorneys can learn how to come together and achieve unparalleled success in the high- net worth arena at the Laureate program.
Vito Lanuti
Vito Lanuti
Huntington Beach, CA

Don’t Miss The 13th Annual “Gathering”

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

“To be the best, learn from the best.” Darren LaCroix”

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.

So what are you waiting for?
Register Now
LIVE February 24th - 25th

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