The Strazzeri Mancini team-building events occur on the fifth Thursday of every month. We usually hold these events out of office and in this particular team event, the Team Picnic was held in Old Town San Diego.
To make the team-building picnic a true success, each team member was asked to participate in a potluck meal where their professional skills are set aside and their cooking skills are put to the test. The Strazzeri Mancini team are also invited to participate in a variety of sports, including volleyball, tug of war, and croquet.
Strazzeri Mancini offers FamilyCare Education Events two times per year to members of the FamilyCare Program and FamilyCounselor Program. The events offer champagne, dessert, interesting education, and clarity to keep current on:
Economy & Investments;
and Tax Law (Estate, Gift, Income, Business, and Capital Gains)
Strazzeri Mancini also co-sponsors FamilyCare Workshops with other Weatlh Planners. These workshops are designed to introduce clients to the various advisors and financial planning options that could facilitate the client in achieving their enlightened dreams.
FamilyCare Workshops are informational courses, seminars, and educational series offered to estate planning, business, and real estate clients. Business owners, estate planning clients, real estate investors, and individuals will benefit from being included in a program that keeps them abreast of the various tax savings and wealth building financial alternatives, which have been made available in the past year. Further, advisors are enabled to share their experience and expertise with clients and their customers in an educational environment that inspires implementation.