Centura Wealth Workshop for Professionals
Below you can reserve a seat for our quarterly Wealth Workshop held at our offices in Del Mar, CA. This two hour session will cover a variety of current topics and strategies for High Net Worth individuals and families. For additional details on the Workshops see below.
Centura Wealth Workshop for Professionals is a highly interactive session for professionals serving the High Net-Worth market segment.
|In this session, a Centura Managing Partner will present a client situation, facts, assumptions, and goals, and then in a brain-storming approach gather ideas and solutions from forum attendees to address the client situation. |
After discussing ideas and approaches, the actual implementation will be shared along with the results of strategies, and key learnings.
Professionals who should attend include Estate Planning Attorneys, CPAs, Trustees, Tax Attorneys, Financial Planners, Private Client and Investment Bankers, Retirement Professionals, Foundations, and Charitable Organizations.
- Network: Meet other professionals serving the High Net-Worth segment
- Learn: Gain insight into strategies, tax savings approaches, and tools used in the HNW marketplace
- Collaborate: Bring new ideas and concepts to share with like-minded professionals in the San Diego area