Description
Friday, May 16, 2025; 1:00pm – 5:00pm through Saturday, May 17, 2025; 8:30am – 5:00pm (1.5 days)
A program for attorneys who would like to partner with Strazzeri Mancini LLP to do Advanced Planning Review, Design, and Implementation for Successful Families and Business Owners with Assets Between $20-300 million.
WSCC is a 1.5 collaborative program designed to help you learn the facets of the Advanced Wealth Planning Journey, including:
- Timing, Combining, and Sequencing of Wealth Planning Strategies, including the top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year.
- How to introduce this level of planning and determine the “Fork in the Road” for your practice.
- Option to co-brand physical and digital assets that are little or no cost to you
- Advanced Case Management documents and processing tools for the 8-Step Review, Design, Implementation, and Maintenance methodology.
- The mechanics to maintain momentum and complete the Client Journey.
- Counseling and conversation tools to help clients find more clarity, get to the heart of highly relevant matters, and resolve messes in the areas of legal, tax, financial, philanthropic, advisory relationships, and family relationships.
- Achieve the full spectrum of planning options through Wealth Strategies Client Partnering where there is more focus and clarity to help your clients navigate life and business through:
- The problem and what’s behind it
- Possible solutions when former goals are less or not important, and
- Implementation and commitment to solutions, timeline, and responsibilities
For more information about becoming a WSCC, visit www.scinstitute.org/WSCC
