The Southern California Institute is holding it’s eleventh annual Gathering bringing together estate planning professionals of all designations for 2 days filled with education, insights, collegiality, and FUN!  The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning.  The intention is to gather and work together to provide the leadership clients are seeking to offer clarity and direction for their planning needs.

The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

Click here to view Full Agenda and Brochure

Participation Fee:
The Gathering – $420
Precursor Event only – $300 (waived with the Gathering fee)
Circle of Friends only – $200 (waived with the Gathering fee)
**Event Fees Reduced and BRG Fees Waived ($10,000/day) to Encourage Donations to Gala Beneficiary, Sharp Healthcare**

Please note:  We have gone digital!  Materials will be provided electronically or a binder may be purchased for an additional $35.

Continuing Education Credits:
CFP & CA Insurance – credits applied for
CPA & MCLE (approved provider #11857) – credits offered

The Gathering Room Rate:
$156 (Reserve your room by February 6, 2015)
Please click here to reserve your room online, or call (858) 523-1700.

For more information and to register…



Date & Time


11966 El Camino Real, San Diego, CA 92130, United States

The Gathering 2015

11966 El Camino Real, San Diego, CA 92130, United States