The Advisors Forum: Events

WealthCounsel Education

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 Laureate Programs

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.

CPE Series for CPAs

Designed specifically for CPAs, these teleconferences help strengthen professional relationships between you and your CPAs colleagues. Use as a monthly study group!

Interdisciplinary Series

Practical and relevant discussions of client-centered planning strategies that benefit all advisors. Use these teleconferences to learn-together-to-earn-together with your colleagues, or use the topics as the basis for your continuing education for other professionals.

Practice Development: Member's Best Practices

Listen to and converse with members who have created success in their practice using The Advisors Forum tools and marketing concepts.

Annual Symposium

Like the monthly webinars, the annual symposium offers the latest developments and topics for all wealth planning professionals. Attend with your colleagues to build and strengthen relationships!