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.
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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 their clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.
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