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 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 sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
The Southern California Institute will host our “Circle of Friends” Mardi Gras Gala. This annual event is an appreciation night for Laureates and Members of the Institute, as well as their families, clients, and friends. This year’s “It’s Your Legacy” event will be an elegant evening offering cocktails, dinner, music, live auctions, “59 Second Legacy Project” videos, dancing, and casino style gaming. Dress is “black-tie optional” and costumes are encouraged. All proceeds will benefit Sharp Mary Birch Hospital for Women & Newborns.