An Educational Program for Wealth Advisors in all Disciplines

Brought to you by the Southern California Institute

 

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National boundaries do not contain our clients ... or their holdings. Advisors in Estate, Business, Tax and Wealth Planning are cordially invited to our annual International Wealth Planning Forum. Through collegiality and collaboration, we can provide the certainty and leadership our clients are seeking to offer them clarity and direction to their planning needs. 

The format of the International Wealth Planning Forum is designed to engage the participants in an informal team-teaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room. The presenters are each experts in their field who enjoy teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breath and depth of talents and experience of the attendees. 

Keynote Speaker

Max Riederer von Paar, Esq.

 

Moderators

Joseph J. Strazzeri, Esq. and Lori Adasiewicz, Esq.

 

2010 Dates

Thursday, May 20, 2010, 3:00-5:00, Review & Refresh of the Essentials

Friday, May, 21, 2010, 8:30 - 5:00, Main Event

 

Location

Embassy Suites at San Francisco Airport - Burlingame

150 Anza Boulevard, Burlingame, California, USA 94010

Phone: 650.342.4600

Room Rate: $119, please call the hotel directly to make reservations

Contact Information

Telephone
650-525-0234
FAX
866-428-6272
Postal address
1528 S El Camino Real, Suite 108, San Mateo, CA 94402
E- mail
General Information:  info@iwpforum.com
 
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Copyright © 2010 International Wealth Planning Forum
Last modified: March 19, 2010

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