Wednesday, January 26th, 3-6 pm, Orange County’s premier wealth management conference is back in person. South Coast is excited to introduce several new partners and guest speakers for this live event. Seating is limited and available to South Coast clients and their guests. The event will also be streaming online and available to the general public through the South Coast website.
Join us for several fireside chats with leading economists and investment managers discussing our best ideas and strategies to maneuver an ever shifting economic landscape. This year’s summit will be one of the most important events we’ve held to date, as we prepare for an inflationary climate that has not been experienced in decades.
Leaders across financial disciplines will host an array of talks tailored to the specific needs of investors and their families as they maneuver through a complex world of politics, investing, taxes, and legacy during the years leading up to and into retirement.
Registration to receive access to the recording of the event online through the South Coast website is now open. The live event has limited seating and is by invitation only.
*A hosted cocktail reception will immediately follow the Summit from 6-7 pm.