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 2013 Events
California Forum - Working With Successful Families and Business Owners - August 23, 2013
Click Here for Details and to Register
International Wealth Planning Forums
National boundaries do not contain our clients ... or their holdings. Advisors in Estate, Business, Tax and Wealth Planning are cordially invited to our annual International Wealth Planning Forum. Through collegiality and collaboration, we can provide the certainty and leadership our clients are seeking to offer them clarity and direction for their planning needs.
The format of the International Wealth Planning Forum is designed to engage the participants in an informal teamteaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room. The presenters are each experts in their field who enjoy teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breadth and depth of talents and experience of the attendees
International Wealth Planning Schedule -- Previous Years