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Free SIS Workshops – November 2025

Upcoming Trusted Advisor

Workshops

November • Learn Over Lunch

In-Person Workshop • Tuesday, November 18, 2025 • 11:30AM - 1:00PM PST
C3 Bank • 850 S Coast Hwy 101, Encinitas, CA 92024

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Customized SIS Workshops for Your Team and Clients

Customized Team & Client

Workshops

Structured Installment Sale Workshops for Your Team

Dudek Kelly receives requests to meet with teams and clients within a firm to discuss the applications of a SIS. Click to schedule a call to discuss a customized workshop.

We are offering free workshops tailored for specific advisory firms including:

• Financial Advisors

• CPAs

• Attorneys

• Investment Bankers

• Business Brokers

• Real Estate Agents

• Clients or Prospects With Appreciated Properties

• Clients or Prospects With Appreciated Businesses

Customized Workshops