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
Here at the Southern California Insitute, our educational platform is at the forefront of what we have been typically known for.
Are you a voluntary philanthropist or involuntary philanthropist?
When considering your online presence, you should also consider how people find you online.
Trey Fairman and Teri Olsen will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how th
At our most recent Thursday Insights educational event (June 6, 2013) attorney Alex Matuk, Esq. and certified financial advisor Greg Banner shared their insights into the world of the Do you like it?0
Aside from donating directly to a charity, a trust is a strategy that permits you to kindly make
Here at Southern California Institute, one of the programs we are widely know for is an edcuational and networking program called