The California Forums are yearly events presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.
This California educational event concentrates on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. The condensed two-day program presents 10 to 12 different topics in a variety of disciplines, helping to keep our participants’ focus sharp and balanced. The California Forum is an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.
California Forum Schedule — Previous Years
International Wealth Planning 2011
Click to view our upcoming events and register online
Click for 2011 Schedule and Registration Form
To attend any program, please RSVP to Kelly Tohm by calling (858) 200-1911 or e-mail to: kjt@scinstitute.org.
International Wealth Planning Schedule -- Previous Years
Lets gather together to share insights, education, and collegiality! The Forum is a yearly event presented by the Southern California Institute, primarily for advisors in estate, financial, real estate and business planning. In today’s complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.
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