This is a private group. To join you must be a registered site member and request group membership.
About The Gathering 2019
Welcome to the 15th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all professionals 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 experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment 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.
Please use this area to collaborate and communicate with other attendees.