Join our free one-hour Advisors Forum Planner Demonstration held on the second Wednesday of the month at 1:00 PM ET. During this demonstration for members and non-member we will show the power of this newly streamlined and released client design software.
Join our free one-hour webinars that provide members and non-members information on The Advisors Forum's website and membership benefits. Held on the first and third Thursdays of the month at 1:00 PM ET.
The WealthCounsel curriculum provides members with high quality legal, technical and practice development courses designed to:
- increase legal competency for the attorney
- raise the level of service to the client
- introduce operational efficiencies into the business
The Southern California Institute’s Laureate in Wealth Strategies Program is a certification program designed to provide the experienced estate/business attorney, financial planning advisor, insurance professional, real estate advisor, banker, or CPA with confidence in advanced wealth, business, estate and income tax planning.