If you are an estate planning attorney, you'll want to know about two offerings of the Southern California Institute. The first is The Laureate in Wealth Strategies program, which teaches attorneys the philosophy and techniques of working collaboratively with other advisors (CPAs, financial advisors, insurance professionals, and other attorneys, among others) in serving the needs of high net-worth individuals and families.
The other is The Gathering, an annual two-day symposium that combines a practical understanding of current events in estate, business, tax, insurance, and wealth strategies planning to keep you on the cutting edge. Laureates and colleagues provide a review of current events and techniques, including the best of the information gathered at the Heckerling Institute on Estate Planning just a few weeks earlier — with a focus on how to integrate the "quiet confidence" approach for your practice and clients.
I'll be there, and I can tell you from experience that in addition to the valuable knowledge on can glean at The Gathering, it is also a heck of a good time.
You can download the Laureate brochure here, and The Gathering agenda here.
The registration form for The Laureate program is here, and the form for The Gathering is here.
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