Venue
Paradise Point Resort & Spa
Paradise Point Resort & Spa, 1404 Vacation Rd, San Diego, CA 92109, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Jul 13 PDT (over 1 year ago)
In your timezone (EST): Thu Jul 13 3:00am - Thu Jul 13 3:00am
Location Paradise Point Resort & Spa
1404 Vacation Rd, San Diego, CA 92109, USA
Region Americas
Details

As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. You'll gain an in-depth understanding of best practices, effective strategies and connections with expert professionals specializing in this area.

Sponsors & Partners

2023 Sponsors

SILVER PARTNERS:
• BPM
• Mercury Insurance
• Wolters Kluwers