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October 2
Thursday Insights
2:30 - 4:00 pm
October 9
Thursday Insights
2:30 - 4:00 pm
October 16
Thursday Insights
2:30 - 4:00 pm
October 23
Thursday Insights
2:30 - 4:00 pm
October 30
Southern California Institute Team Building Event
2:30 - 5:30 pm
October Dates & Location TBA
Estate Planning 100: Building & Sustaining Your Estate Planning Practice
October Dates & Location TBA
Estate Planning 102: How to Effectively Present Estate Planning Concepts to Clients
October Dates & Location TBA
EP 202: Understanding & Drafting FLPs & FLLCs
October Dates & Location TBA
Trust Administration Workshop
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November 6
Thursday Insights
2:30 - 4:00 pm
November 6 - 8
Laureate in Wealth Strategies,
Session Four
Southern California Institute
San Diego, California
November 10 - 12
EP 101: Understanding & Drafting RLTs, ILITs & Ancillary Documents
Dallas, Texas
November 12 - 14
WealthDocs Training
Hilton Dallas Lincoln Centre, Dallas, Texas
November 13
Thursday Insights
2:30 - 4:00 pm
November 20
Thursday Insights
2:30 - 4:00 pm
November 27
Thursday Insights
2:30 - 4:00 pm
Dark due to Thanksgiving Holiday
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All December
Thursday Insights
2:30 - 4:00 pm
Dark all Month
December 11
Southern California Institute Open House
11:00 am - 8:00 pm
December 24 - January 5
Dark for Winter Holidays
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