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All January
Thursday Insights
2:30 - 4:00 pm
Dark all Month Due to February Programming
January 31
Southern California Institute
Team Building Event
Whale Watching Tour - Harbor Cruise 12:30 - 5:30 pm
San Diego Harbor and the Pacific Ocean
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February 6
Hartford Private Wealth
Management Training
8:00 am - 5:30 pm
Southern California Institute
San Diego, California
February 7 - 8
The Gathering
9:00 am - 5:00 pm
Southern California Institute
Marriott La Jolla, La Jolla, California
Fee: $520.00 non-Laureate
Free to Laureates
February 7
Circle of Friends Gala
6:00 - 11:00 pm
Laissez Les Bon Temps Roulez (Let The Good Times Roll)
To Benefit the Sharp Rehabilitative Services for Veterans with Traumatic Brain Injuries
Southern California Institute
Marriott La Jolla, La Jolla, California
Fee: $175.00 per person
Free to attendees of The Gathering
February 7
Thursday Insights
2:30 - 4:00 pm
Dark due to The Gathering
February 14
Thursday Insights
2:30 - 4:00 pm
Tax Bracket Maximization presented by John Jenkins and Rod Hatley
February 21
Thursday Insights
2:30 - 4:00 pm
5 Ways Out of Highly Appreciated Property presented by Ron Ceniceroz
February 21 - 24
Southern California Institute Laureate Partners' Planning Trip
Anaheim, California
February 28
Thursday Insights
2:30 - 4:00 pm
Dark due to internal Institute Teaching Seminar
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March 3 - 4
WealthCounsel Trust Administration Workshop - Settlement Counsel
San Francisco, California
March 3 - 7
WealthCounsel Estate Planning 100: Building/Sustaining an Estate Planning Practice
San Francisco, California
March 4 - 5
WealthCousel Estate Planning 204: Understanding & Drafting Multigenerational Trusts
San Francisco, California
March 6
Thursday Insights
2:30 - 4:00 pm
7 Steps to a Successful Business Exit presented by Alex Matuk and Greg Banner
March 6 - 8
Laureate in Wealth Strategies, Session One
Southern California Institute
Estancia La Jolla Hotel & Spa, La Jolla, California
March 6 - 7
WealthCounsel Estate Planning 205: Understanding & Drafting Retirement Plan Beneficiary Designations & Trusts
San Francisco, California
March 6 - 7
WealthCounsel Team Certificate Program
San Francisco, California
March 13
Thursday Insights
2:30 - 4:00 pm
March 20
Thursday Insights
2:30 - 4:00 pm
March 27
Thursday Insights
2:30 - 4:00 pm
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