Attending National Event, Mardi Gras: February Month in Review

Posted by & filed under Blog, Monthly Highlights.

February, although is typically a short month, is the kickoff for the calendar year of the Laureate Center for Wealth Advisors program.  To launch the year, the Laureate Center hosts a national event in which speakers from across the nation travel to Southern California to teach on the latest topics and trends in the Wealth Strategies arena.  The attorney’s at SMLLP attended The Gathering and some also taught as well.

A notable event for the month of February is attorney Stephen Mancini, Esq. hosting a Wealth Counsel webinar on the topic of Trust Administration.

Below are the highlights for the month of February:

 

Feb 2: Superbowl party at the Strazzeri household hosted with Ryan Hyslop

Feb 4: Teaching event at American National Group for Shelley Lightfoot and Joe Strazzeri, Esq.

Feb 5: Presentation at Chaldean Camber of Commerce with Alex Matuk, Esq.

Feb 14:  Webinar with Matt McClintock on Trust Administration by Stephen Mancini, Esq.

Feb 27-28:  The Gathering (National event)

Feb 27: Mardi Gras Celebration at the Marriott Mission Valley Pavilion

 

 photo tg2014_zpsb3102a2e.jpg
More

The Gathering, Gala Charity event, and Continued teaching: February 2013 Review

Posted by & filed under Monthly Highlights.

The month of February, as you’ll notice, kicks off the educational efforts of the Strazzeri Mancini attorneys and team members.  The Gathering event is in its 9th annual circulation and serves as a National educational platform in which advisors, attorneys, and other professionals gather to learn best practices and the latest industry related information.  Practice Developer programs and Thursday Insights are taught by our attorneys and team members as well.

Highlights for the month of February:

 

February 7th:   Alex Matuk teaching at Thursday Insights with Greg Banner

February 8th:  Joe Strazzeri attending a Corporate Sponsor breakfast for Charity organization

February 12-13th:  Compelling Message session with Teri Inc.

February 13th:  Alex Matuk and Shelley Lightfoot teach Part 2 of presentation at Del Mar Financial

February 14th:  Kim Vawter and Steve Mancini teach at Thursday Insights

February 21-22nd:  The Gathering 2013

February 21st:  Mardi Gras Gala Charity Event


 photo smllpTEAMjan_zps31fab6eb.jpg
More