Southwest Financial Planners Conference 2020


All Day
Location: UCLA Conference Center
850 Willow Creek Road
Lake Arrowhead, CA 92352

Join us for the 2nd annual Southwest Financial Planners Conference! It’s a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 24-26 in Lake Arrowhead, CA. It’s by financial planners for financial planners and allies, with great discussion and no distractions. Space is limited!

The cost will be $570 per person. This includes 2 nights room and all food. The rooming arrangement is Double Occupancy in two-bedroom “condolets” – each person has a separate bedroom/bathroom and the amenities of an upscale hotel.

Scheduled Speakers/Topics Include:

Dr. Martin Seay – Behavioral Finance Part 2
Divorce: Collaborative-Mediation-Litigation
Purposeful Estate Planning
Evelyn Zohlen – Amazing Presentations
Beyond Modern Portfolio Theory
Plus more:
Comparing Technology Stacks
Walking Clients Through Difficult Conversations
Optional Mountain Hike or Lakeside Stroll