August 14, 2013

Working With Successful Families and Business Owners

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

August 6, 2013

Are you looking for a Speaker to present at your next event?


July 24, 2013

SCI hosts events for Lawyers and other Professionals to Network with Advisors of Wealthy Clients

Here at the Southern California Insitute, our educational platform is at the forefront of what we have been typically known for.

July 17, 2013

3 Doors in Estate Planning

Are you a voluntary philanthropist or involuntary philanthropist?

July 12, 2013

SEO for lawyers, attorneys, financial planners, accountants, etc

When considering your online presence, you should also consider how people find you online.

June 21, 2013

Long Term Care Insurance

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

June 7, 2013

Buy-Sell Planning and things to consider

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

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May 29, 2013

How Charitable Donations and Strategies may help enhance your Estate [CASE STUDY]

Aside from donating directly to a charity, a trust is a strategy that permits you to kindly make

May 14, 2013

In case you missed it: April Thursday Insights programs available in Digital Format

Here at Southern California Institute, one of the programs we are widely know for is an edcuational and networking program called