The Laureate in Wealth Strategies (LWS), provided by the Southern California Institute and the Advanced Wealth Studies Institute in conjunction with The Advisors Forum, is a one-year certification program designed for the experienced estate/business attorney, financial planning advisor, insurance professional, real estate advisor, banker, or CPA. LWS programming shares the strategies, processes, tools, and lessons regarding how to attract affluent individuals, families, and their advisors, and how to create and implement sophisticated plans in a collaborative environment.

The LWS program is an ideal training ground to help professionals obtain quiet confidence in advanced wealth, business, estate and income tax planning while having more fun and receiving greater compensation. A Laureate knows that united we prosper, divided we toil. During these educational programs and training sessions, teacher and students share strategies, processes, tools, and lessons designed to provide more value to affluent clients and more personal satisfaction for Laureates.

Do You Desire to:
- Develop and hone advanced technical skills;
- Learn the protocols for collaborative interdisciplinary planning;
- Brainstorm opportunities in an environment free of judgment and stress;
- Achieve your quiet confidence;
- Generate significant income while you learn;
- Attract and service affluent clients and their advisors;
- Help families discover and realize their goals, enlightened dreams, and legacy;
- Demonstrate your unique value?

Is The Laureate Program Right For Me?
Meet the Members of the Laureate Program
Laureate Testimonials

The one-year LWS Program meets four times per year, for three days at a time, and recommends attendance at the two-day annual summit called The Gathering. The first program may be made up by CD and conference-call study.
The Gathering & Circle of Friends: February 25-26, 2010

Laureate in Wealth Strategies 2010 Sessions:

Session 1: February 25-27, 2010, San Diego, CA
Session 2: May 13-15, 2010, San Diego, CA
Session 3: August 12-14, 2010, San Diego, CA
Session 4: November 4-6, 2010, San Diego, CA

California Forum: July 16-17, 2010

For more information on all Laureate programs, please visit The Laureate in Wealth Strategies main page.