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April 3
Thursday Insights
2:30 - 4:00 pm
April 10
Thursday Insights
2:30 - 4:00 pm
April 17
Thursday Insights
2:30 - 4:00 pm
April 20 - 26
The Balanced Life Retreat
Southern California Institute and Cushman Wellness Center
The Fairmont Orchid Hotel. Kohala Coast, Big Island, Hawai
Fee: $7,200.00 per Couple*
$5,200.00 per Individual*
*does not include Airfare
April 24
Thursday Insights
2:30 - 4:00 pm
Dark due to The Balanced Life Retreat
April 30
Advisors Forum Spring Retreat
WealthCounsel Advisors Forum
Hilton Scottsdale Resort & Villas, Scottsdale, Arizona
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May 1
Thursday Insights
2:30 - 4:00 pm
May 1 - 3
Advisors Forum Spring Retreat
WealthCounsel Advisors Forum
Hilton Scottsdale Resort & Villas, Scottsdale, Arizona
May 8
Thursday Insights
2:30 - 4:00 pm
May 15
Thursday Insights
2:30 - 4:00 pm
May 21 - 23
Laureate in Wealth Strategies, Session Two
Southern California Institute
San Diego, California
May 22
Thursday Insights
2:30 - 4:00 pm
Dark due to Laureate in Wealth Strategies, Session Two
May 29
Southern California Institute Team Building Event
12:00 - 5:30 pm
San Diego Padres vs. Washington Nationals
Petco Park, San Diego, California
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June 5
Thursday Insights
2:30 - 4:00 pm
June 9 - 10
WealthCounsel Tax Camp
Hyatt Regency San Antonio, San Antonia, Texas
June 11
WealthCounsel Opening Reception
Hyatt Regency San Antonio, San Antonio, Texas
June 11
WealthCounsel Elder Law Program
Hyatt Regency San Antonio, San Antonio, Texas
June 12
Thursday Insights
2:30 - 4:00 pm
June 12 -14
WealthCounsel 11th Annual National Estate Planning Conference
Hyatt Regency San Antonio, San Antonio, Texas
June 12 or 13
WealthCounsel Trust Administration Breakout - Settlement Counsel
Hyatt Regency San Antonio, San Antonio, Texas
June 19
Thursday Insights
2:30 - 4:00 pm
June 26
Thursday Insights
2:30 - 4:00 pm
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