Structured Installment Sales
SIS Workshops
Free Trusted Advisor & Client Workshops
Workshop Sign Up
Choose the type of SIS Workshop that best suits your needs. The Trusted Advisor Workshop will have participants from multiple firms, across multiple professions. The customized Advisor and Client Workshop will have participants from a single firm.
Trusted Advisor "Lunch and Learn" Workshops
A one-hour educational discussion geared specifically for Trusted Advisors who are interested in learning about Structured Installment Sales (SIS).
• Financial Advisors
• CPAs
• Attorneys
• Investment Bankers
• Business brokers
• Real Estate Agents
Trusted Advisor Workshops are held over lunch on a monthly basis over zoom or in-person in San Diego.
Customized Team and
Client Workshops
A customized one-hour educational discussion geared specifically for your team of advisors and their clients or prospective clients who are interested in learning about Structured Installment Sales (SIS).
• Financial Advisors
• CPAs
• Attorneys
• Investment Bankers
• Business brokers
• Real Estate Agents
• Clients / Prospects With Appreciated Properties
• Clients / Prospects With Appreciated Businesses
Customized workshops can be either zoom or in-person at your office.