events

The Gathering & Fiduciary Attorney Summit: Strategies for Exit Planning

When:
Hosted By:
Fox Rothschild
People:
Location:
The Westin South Coast Plaza

686 Anton Blvd. Costa Mesa, CA 92626

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Energize your practice and connect with other legal, tax, wealth and exit planning professionals. The Gathering and Fiduciary Attorney Summit are combining to produce an even more powerful event full of learning and collaboration.

Hosted with Strazzeri Mancini LLP, this year’s event focuses on business succession and exit planning.

You’ll network with prior Fiduciary Attorney Summit and Gathering attendees, as well as CA EPI Chapter members, to build collaborative opportunities. You'll also gain perspectives directly from exited business owners while learning about:

  • Practice building.
  • Legal, financial, tax and business planning strategies.
  • Bitcoin innovation.
  • Advising on motive and misunderstanding.
  • Business transition tools.

Please note that there is a fee to attend this event.