2-Day Education and Marketing Combined!
April 22-23, 2024—in Orange County, CA

We are happy to announce our next 2-day seminar. If you are looking to open up new markets so you grow your revenue in 2024 and provide better advice to clients, this is a seminar worth attending!

-To download the 2-day agenda, click here.
-To download the registration form, click here.

What’s new with the Orange County Seminar?

1) We are introducing a PROVEN in-person seminar system. We’ve been working with an advisor who has perfected the in person seminar and we are very excited to debut it at CA seminar.

2) We are launching our NEW TAMP (The Advisors’ TAMP) and we are also very excited to cover this unique platform at the CA seminar.