The Gathering 2014 - Keep Your Practice Relevant
Feb 27, 2014 8:30 AM - 4:40 PM
(8:30 AM - 4:40 PM) through Friday, February 28, 2014 (7:30 AM - 5:10 PM)
San Diego Marriott - Mission Valley
8757 Rio San Diego Drive, San Diego, CA 92108 [Map & Directions]
Please join us at for our tenth 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. In today’s busy world, no one person can be an expert in all areas of estate, business, tax, and wealth planning. However, 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 teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breadth and depth of talents and experience of the audience.
Cost: $285.00
Continuing Education Credits:
CFP & CA Insurance credits applied for
CPA & MCLE credits offered
Location & Accommodations:
San Diego Marriott - Mission Valley
8757 Rio San Diego Drive
San Diego, CA 92108
(619) 692-3800
"The Gathering" Room Rate:
$149 (Reserve your room by February 13, 2014)
Click Here to Reserve Your Room