Description
Transform your practice by joining us for an immersive, half-day experience that goes beyond traditional insurance concepts to reveal the full potential of PPLI in modern wealth management. This isn’t just another seminar—it’s your gateway to mastering one of the most powerful tools in advanced financial planning, whether your clients are domestic or international.
Led by industry Thought Leaders Joe Strazzeri, Esq. and Brad Barros, this MasterClass brings together decades of experience in advanced tax and estate planning and PPLI implementation.
Location:
The Southern California Institute
6256 Greenwich Drive, Suite 115*
San Diego, CA 92122
*Suite 115 is located on the first floor just past the elevators.
Please note: This is a Specialty Wealth Advisory event (hosted by SCI). SCI Academy Membership discounts do NOT apply.