Taking place July 15–16, 2027, at the Westdrift Manhattan Beach, this event brings together the CPAs, attorneys and financial advisors who guide estate, trust and wealth planning for clients across California. As a sponsor, you put your brand in front of the trusted advisors behind California's wealth — a specialized, hard-to-reach audience over two fully engaged days. Showcase your products and services to the practitioners who influence what high-net-worth clients buy and who they work with, and build relationships through meaningful face-to-face engagement you won't get anywhere else.

Sponsorship deadline is April 9, 2027.

These add-ons are available to Bronze sponsorships or higher.

Session Sponsor | $4,000 | 1 Available

• 50 min – CPE (Content must be preapproved for CPE session)

• Recognition on promotional materials

All advertising is subject to approval by the staff of the California Society of CPAs. The publisher reserves the right to decline any advertisement considered unethical or unsuitable, regardless of contract. If time permits, the advertiser will be allowed to submit acceptable material as a substitute.