Come See Us at The Gathering in San Diego!

The Ultimate Estate Planner, Inc. is pleased to announce that we are a Premier Sponsor at Laureate Center for Wealth Advisors’ upcoming 2-day Gathering program down in San Diego on February 27th and 28th.

The Gathering is the premiere wealth, business, and estate planning event in our industry. This valuable program provides a practical understanding of current events in estate, business, tax, insurance and wealth strategies planning to keep you and your Independent Collaborative Advisor on the cutting edge. The program includes the best of the information gathered at the Heckerling Institute of Estate Planning and insights provided by Laureates and colleagues.

Our President, Philip Kavesh, will be speaking during lunch on one of the days with a topic that you won’t want to miss!

For more information about The Gathering, including an agenda and registration information, click here.

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