Join Steve, an expert in immigration law, and Alex, an expert in cross-border and business planning, as they weave both concepts together to share with us how to attract, engage, and work with clients who are citizens of other countries and plan on investing within the U.S. The opportunities for financial advisors, CPAs, attorneys, and bankers are ever expanding with client interest at an all-time high.
Thursday Insights, which are hosted from 2:30 p.m. to 4:00 p.m. at the Southern California Institute, are designed to provide a collaborative forum for professionals -- attorneys, accountants, bankers, financial advisors, etc. -- to come together and share uncommon knowledge, insights and practical "know-how." It is also an opportunity to network with others and enjoy their fellowship. To RSVP for any of these programs, please call (858) 200-1911 or send an e-mail to email@example.com. We would be delighted to have you attend any or all of our programs. Refreshments and beverages will be served, so come and enjoy.