AbacusNext’s Tomas Suros, Chief Solutions Architect, and Ali Mirdamadi, Sr. Business Development Manager, have been chosen to speak at the 13th annual Gathering, the premier event for all advisors in Estate, Business, and Wealth Strategies Planning industries. The event takes place on Friday, February 24 and Saturday, February 25 from 7:30 am to 6:00 pm at the Marriott La Jolla in San Diego, California. Their presentation will begin at 3:30 pm.
Suros and Mirdamadi’s presentation, entitled Cloud Based Software – Everything You Always Needed and Wanted, will discuss how the private cloud’s client and case management capabilities can reduce operating costs and improve productivity. They will also provide a review of how to make case management software work for financial professionals, including forms and process capabilities, tracking, emails, and scheduling.
The Gathering’s valuable two-day program provides a practical understanding of current events in estate, business, tax, insurance, and wealth strategies planning to financial advisors on the cutting edge. The event is sponsored by the Southern California Institute (SCI), which helps wealth advisors and clients through successful family and business owner events, wealth advisor education programs, wealth advisor partnering programs, and speakers Bureaus, as well as Rady Children’s Institute for Genomic Medicine, and the EPI - Exit Planning Institute, the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.
To register, please visit http://www.2017gathering.com/