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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.
Educational Workshops
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.
Forging Opportunity
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
Thursday Insights Branch Locations
Orange County, CA
Los Angeles, CA
San Mateo, CA
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