Estate and Trust Planning Conference 2023 | 13 July 2023 | Paradise Point Resort & Spa, 1404 Vacation Rd, San Diego, CA 92109, USA
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