CTSR’s Academy is Going to
Certified Wealth Planning Advisor

 

Law Firm of Strazzeri Mancini LLP
San Diego, CA

 

Dates: March 4th – March 6th, 2024
Times: 8:00 am – 7:00 pm PT – Days 1 and 2
8:00 am – 5:00 pm PT – Day 3

(all end times are approximations – this event will not be recorded)

A Partnering Program to Attract, Engage, and Work with
Successful Families and Business Owners with Assets Between $20-200 million

Day(s)

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Hour(s)

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Second(s)

Price for You: $2,995

(Regular Tuition – $3,500.00)

CWPA is a 3-day collaborative program designed to help you learn and implement all facets of the Advanced Wealth Planning Journey, including:

  • The top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year
  • Option to co-brand physical and digital assets with little or no cost to you (or if compliance is a problem, a way to introduce your “team”).
  • Advanced Case Management documents and processing tools for the 8-step Review, Design, Implementation, and Maintenance methodology.
  • Comprehensive advisor’s guide and “cheat sheet” outlining the mechanics to maintain momentum and complete the Client Journey.
  • Counseling and conversation tools as well as an online survey to help clients find more clarity, get 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

 Quick Links

 

A Word from Simon Singer

Become part of a multi-disciplinary wealth planning advisory team with revenue opportunities
and the success formula you need to attract, engage, and work with high-net-worth clients.

See the full CWPA Journey Toolkit and Workflow Process below.

Tuition is Only $2,995

(Regular Tuition – $3,500.00)

CWPA is a 3-day collaborative program designed to help you learn and implement all facets of the Advanced Wealth Planning Journey, including:

  • The top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year
  • Option to co-brand physical and digital assets with little or no cost to you (or if compliance is a problem, a way to introduce your “team”).
  • Advanced Case Management documents and processing tools for the 8-step Review, Design, Implementation, and Maintenance methodology.
  • Comprehensive advisor’s guide and “cheat sheet” outlining the mechanics to maintain momentum and complete the Client Journey.
  • Counseling and conversation tools as well as an online survey to help clients find more clarity, get 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

Don’t Forget to Register for: CTSR Goes to The Founders Group in San Diego on February 28th – March 1st!

Refund Policy *

Cancellations received 7 business days prior to the event will receive a full refund.
Cancellations received 2-6 business days prior to the event will receive 50% refund.
Cancellations received less than 2 days prior to the event will be considered on a case by case basis.

*All Refund Requests will be processed by the Southern California Institute (“SCI”) and can be requested by calling (858) 200-1911.

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