Date/Time
6/13/2024 - 6/14/2024
8:00 AM - 4:00 PM Pacific
8:00 AM - 4:00 PM Pacific
Event Type(s)
Member Event
Event Description
If you are an advisor or accountant and you are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office (Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory) then not only are you under serving your clients, but also you are leaving A LOT of money on the table.
The Elite Growth Academy is designed for the experienced advisor or accountant who would like to scale & level up their business. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.
Join us June 13 & 14 in San Diego California for this incredible event by visiting https://
Looking forward to seeing you there!
**CPAs get 16 CPE Credits for Attending this Event!**
The Elite Growth Academy is designed for the experienced advisor or accountant who would like to scale & level up their business. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.
At the EGA you will have a chance to not only meet many members of our Virtual Family Office team of national experts, but also learn best-practices from industry thought-leaders on how to leverage them in your business to maximize your potential
I would like to extend the invitation & cover the cost of the ticket for two members of the HCC (*must be a financial advisor or accountant) If you're interested, please let me know! These VIP guest spots are available on a first come first served basis. For those who wish to attend but are not able to secure one of these VIP spots, tickets can be purchased directly through the event's registration page below.Join us June 13 & 14 in San Diego California for this incredible event by visiting https://
Looking forward to seeing you there!
**CPAs get 16 CPE Credits for Attending this Event!**
Flyer
Location
Contact Person
Susan Marshall
(phone: (949) 309-9962)
(phone: (949) 309-9962)
Details
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 6/13/2024 - 6/14/2024 |    |
Email Reminder