Take a peek inside one of our weekly Team Meetings

Posted by & filed under Firm Events.

Have you ever wondered what happens inside the walls of a Wealth Strategies, Estate Planning, Asset Protection Planning, Business Planning law firm?

Well, to satisfy your curiosity, below is a short brief view inside one of our weekly Monday morning meetings.

At the beginning of each week, the Strazzeri Mancini team gather together to discuss events of the prior week, updates on matters, cases, schedules for the current week and the upcoming week, then share insights on each team members “wins” both professionally and personally.

We hope you enjoy a look into our firm, how we interact with each other and what takes place on the inside here at Strazzeri Mancini, LLP. More

December In Review: Preparing for End-of-the-Year events and Team Events

Posted by & filed under Firm Events.

As we reflect back on an amazing 2013, we are reminded of the many things to be grateful for.  Here are the Strazzeri Mancini offices, we value the relationships we have with our clients, our team, and our families.  We want to say thank you to everyone who made our year a year to remember.

Below are some of the highlights for the month of December:

Dec. 3:  Practice Developer Program on Estate Planning at Edward Jones group in Orange County with Joe Strazzeri and Shelley Lightfoot

Dec. 3:  North County Estate Planning Council at Del Mar Marriott for Joe Strazzeri

Dec. 3:  SMLLP Team event with Best Practices of America :: Poker Night

Dec. 4:  Scripps Educational Luncheon Seminar attended by Kim Vawter

Dec. 5:  SMLLP Team Holiday Event

Dec. 6:  Think Tank Luncheon on Mission Bay

Dec. 11:  Practice Developer Program with American National Insurance on The “Buy-In”

Dec. 13:  CA Forum at SMLLP offices

Dec. 19:  Last day in the office

Dec. 25:  MERRY CHRISTMAS!!!!!

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