FFI Conference, Wealth Counsel intensive, and Halloween

October is usually a month full of surprises as many families are preparing for the Holiday season with Thanksgiving and Christmas around the corner. Our attorneys and team continued to serve our clients and community through more educational events as well as mentoring opportunities.

Below are highlights to the month of October:

  • Oct. 16th:  Laureate team training call – Joe Strazzeri, Steve Mancini
  • Oct. 17th:  FFI Conference – Joe Strazzeri, Carl Sheeler
  • Oct. 20th:  The Founders Group training – Steve Mancini, Joe Strazzeri, Alex Matuk
  • Oct. 22nd:  Crawford High School Mentoring Session – Alex Matuk
  • Oct. 23rd:  Wealth Counsel Workshop at Boston, MA – Steve Mancini
  • Oct. 24th:  Sharp Grossmont Hospital lunch and learn – Alex Matuk
  • Oct. 25th:  Think Tank at Monterey Bay
  • Oct. 31st:  SMLLP Halloween team event with So Diego Tours, Inc at Old Town