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Laureate Center for Wealth Advisors Announces Updated Speakers Roster for the 14th annual Gathering Event in San Diego, CA.
Southern California Institute’s Laureate Center for Wealth Advisors is holding its 2018 Gathering at The Westin – Gaslamp Quarter on February 22nd – 23rd. The annual Gathering has become a highly anticipated event for San Diego wealth advisors and affiliated professionals.
LCWA co-owner and senior wealth strategies and business planning attorney, Joe Strazzeri invites wealth advisors to join them at the 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning.
When asked about their popular annual event, Strazzeri said, “When we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their current planning needs.”
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With this Thought Leader Community as a resource, attendees don’t have to master the answer to every client quandary. Instead they become courageously armed with the right questions and resources. This “We-driven” mindset is transformational for attendees, their practice, and their clients.
The Gathering 2018 – Featured Speakers and Moderators
David K. Cahoone, Esq., Keynote Speaker
Principal, David K. Cahoone, PA; Of Counsel, Johnson, Browning and Clayton; Co-Owner, Laureate Center for Wealth Advisors
Joe Strazzeri, Esq. – Moderator
Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder, Laureate Center for Wealth Advisors; Co-Founder and Partner, The Founders Group
Steve Mancini, Esq. – Moderator
Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder Laureate Center for Wealth Strategies; Co-Founder and Partner, The Founders Group
Shelley Lightfoot, Moderator
Executive Director, Southern California Institute; Partner Executive Director, The Founders Group
Speakers
Ryan Alexeev, Esq., LL.M.
Partner, Hanscom Alexeev McDaniel LLP
Steve Barlam, MSW, LCSW, CMC
Chief Professional Officer, LivHome
Jeffrey Burr, Esq.
Partner, Jeffrey L. Burr, Estate Planning & Probate Attorneys
Dean DeLisle
Founder & CEO, Forward Progress
Lew Dymond, Esq.,
Retired, Consultant
Cindy Eisenhower
LTC Experts Advisor, Long Term Care Insurance
Trey Fairman, JD, LL.M.
Managing Director, Underwriting Services of America, Inc.
Diane Gaswirth
Sales Director, United Healthcare
Paul Greenwood, Esq.
San Diego County Deputy District Attorney
Christian Grupp
Founder and COO, Grupp Digital
Matthew P. Grupp, Esq., LL.M.
Managing Attorney, The Grupp Law Firm, PLLC
Rebecca J. Haines, Esq., MBA
Attroney and Counselor at Law, Law Firm of Jeffrey Burr
Lauren Derstine Humphrey, JD
Private Fiduciary
Scott Keifer
Private Banker, JP Morgan
Sean Kenney, Esq.
Partner, Fox Rothschild LLP
Baruch Littman
Vice President of Development, The Jewish Community Foundation
Brad Myslinski
Banker, J.P. Morgan Los Angeles Private Bank
Peter Myers, Esq.
Partner, Fox Rothschild LLP
Kimberley Robidoux, Esq.
Senior Attorney, Maggio + Kattar
Ellen Rosen, Esq.
General Counsel, The Jewish Community Foundation
Ann Rosevear
President & Chief Trust Officer, Dunham Trust Company
Michael Shafer, CPA
Principal, Squar Milner Tax Department
Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA
President, Avenue M Advisors, Inc., Partner, The Founder Group
Richard Scott Stewart, Esq.
Partner, California Estate and Elder Law
Dean Thompson
Private Banker, JP Morgan
Keith Troutman, CPA
Partner, Squar Milner
The Venue
This year’s Gathering will be held at The Westin at Gaslamp Quarter. The Gaslamp Quarter is home to more than 150 restaurants, shops, galleries, coffeehouses and nightclubs. The Westin is conveniently located on the border of this historic district, so guests can maximize their experience to stay, play and dine at their leisure. Whether guests opt to try some of San Diego’s best restaurants or shop for something a bit off the beaten path, their visit to the Gaslamp Quarter will be a truly unique experience.
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
San Diego, CA, 92101
Phone: 619-239-2200
Hotel Reservations: 888-627-8563
When asked about their experience at last year’s Gathering, one San Diego estate planning attorney attendee said, “Every year I come away with great ideas and I can put them into action immediately in my practice. I’ve also met some extraordinary people. “
About Strazzeri Mancini LLP
What makes Strazzeri Mancini truly stand out among other San Diego estate planning attorneys? Apart from their superior team and experience, it is their specialization. Strazzeri Mancini is just one of four business units each dedicated to servicing a particular niche within the larger umbrella of southern California estate planning. The other business entities include California Estate and Elder Law, Southern California Institute, and Founders Group.
For more information about The Gathering 2018, visit gathering2018.com
Release ID: 290791