Teaching, Partner Meeting, & Team Event: March Review

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From the beginning of the year to the last portion of the first quarter, the Strazzeri Mancini office has been business as usual.  Client case work, internal team training, visiting with new clients, and of course, educational opportunities.  

This month the team took a day away from the office to enjoy a restful and relaxing day at the Mission Bay park.  This "team event" day was held with every team member present.  A few weeks prior to the team event, the Partners took their annual trip to Port Townsend, WA for an exclusive partner meeting.

Here is the month of March in Review:

March 1:  Alex Matuk teaches with Financial Advisor Greg Banner entitled "Begin with the end in mind"

March 9:  Joe Strazzeri and Stephen Mancini conduct a Compelling Message session for financial firm

March 13:  Joe Strazzeri and Alex Matuk present at a Regional Conference for Edward Jones group in Carlsbad, CA

March 14:  Joe Strazzeri presents at Del Mar Financial Partners CLIA #4

March 15:  Joe Strazzeri presents with Rob Pene at Best Practices of America Symposium

March 16-19:  SMLLP Partners at Port Townsend, WA for partner meeting

March 29:  Strazzeri Mancini Law Firm take the day off to host Team Event at Mission Bay Park

 


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Strazzeri Mancini Attorney’s teach at a National 2-day Conference: February Review

Posted by & filed under Speaking Engagements.

The month started off with Steve and Carol Mancini making an appearance at a Wealth Counsel event in Manhattan Beach, CA.  Steve was asked to briefly address the attendees and encourage them.  Below you'll find video footage of the appearance and the event.  

Later in the month, the Strazzeri Mancini attorney's spent some time at a national conference held in La Jolla, CA, teaching professionals from across the country on a variety of topics.  As you may already know, education is a key component to enhancing a practice and building quality relationship, and the SMLLP attorneys value every opportunity to teach and share.

Below is a listing of highlights for the month: 

February 3:  Carol Mancini and Stephen Mancini attend Wealth Counsel event in Manhattan Beach, CA

February 7:  Alex Matuk attends North County Estate Planning Council Meeting

February 16:  Stephen Mancini and Joe Strazzeri teach Thursday Insights session on Asset Protection Planning

February 23 & 24:  SMLLP attorneys teach at The Gathering event hosted by The Laureate Center

February 25:  Joe Strazzeri teaches with Rob Pene at Cooper McManus Company Retreat in Laguna Beach, CA

 


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