Thursday Insights

 

  

Every Thursday, the Institute presents educational workshops to independent attorneys, CPAs, bankers, financial planners, investment advisors, as well as insurance and real estate advisors.  Thursday Insights offer a variety of interesting and pertinent programs including: Estate, Tax, Business, Financial Planning, and Real Estate.

Thursday Insights is a no cost program designed to teach professionals the latest in wealth strategies, planning, implementation and design.  The program reaches out to individual professionals, but also welcomes participants of the PDPs.


As these small, informal, and diverse groups come together each week, the individuals not only learn from one another but also build collegial relationships and create collaborative opportunities.  SCI is happy to facilitate introductions or business opportunity meetings . 

Click to view our upcoming events

 

Thursday Insights Schedule


Thursday Insights Schedule - Previous Years


Orange County, CA

Los Angeles, CA

San Mateo, CA

 


The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.



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Home Office: 3636 Nobel Drive, 450, San Diego, CA 92122 | Phone: 858 200-1911
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