FamilyCare Workshops
Wealth advisors with their ClientsFamilyCare Workshops are informational courses, seminars, and educational series offered to estate planning, business, and real estate clients. The Family Care Workshops are designed to introduce clients to the various advisors and financial planning options that could facilitate the client in achieving their enlightened dreams. Business owners, estate planning clients, real estate investors, and individuals will benefit from being included in a program that keeps them abreast of the various tax savings and wealth building financial alternatives, which have been made available in the past year. Further, advisors are enabled to share their experience and expertise with clients and their customers in an educational environment that inspires implementation. Educate to Motivate
FamilyCare Workshops (FCW) are one of seven programs offered through the Southern California Institute (SCI). Through our extensive program options, SCI can help professionals increase their client marketing, interaction and relationships through the theory of “Educate to Motivate.” FCWs offer advisors “Language and Tools” that attract new clients, engage current clients with additional opportunities, and re-approach and engage prospective clients. The FamilyCare Workshops also offer advisors and the institutions that they work within the “Language and Tools” to increase cross referral and collaborative opportunities. FCW CurriculumFamilyCare Workshops are comprised of Level 100 Courses, including The Family EstateCare Series, The Family BusinessCare Series, The Family FinancialCare Series and the Family Real EstateCare Series. In order to provide a superior and comprehensive educational curriculum for clients of our students and members, SCI also offers additional advanced courses in Levels 100, 200, and 300 in each of the above series. The events are offered in a variety of formats, including 1-2 hour informal discussions, 1-2 hour educational workshops, half-day courses, 1-2 day courses, and formal multi-day programs sponsored by professional institutions. The Family BusinessCare™ Series Language and Tolls to:
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Enhancement Options
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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.