September 14, 2012

Introducing Founder of Dunham & Associates and SCI Fellow: Jeffrey A. Dunham

Mr. Dunham is Founder and CEO of Dunham & Associates Investment Counsel, Inc. (Dunham & Associates) and Chairman of Dunham Trust Company. He also serves as a Trustee, President, and Principal Executive Officer of Dunham Funds.

September 11, 2012

An overview of California Forums

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,

September 7, 2012

Introducing Founder and SCI Fellow, Joe Strazzeri, Esq.

Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Former Partner, Law Office of N. Munro Merrick; Principal of The Founders Group, a Business

September 4, 2012

What to do Now and in 2013 – A Post-Election Results Action Plan

On November 9, 2012, we will know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013.

August 24, 2012

Introducing SCI Fellow – Alejandro Matuk, Esq.

Mr. Matuk is a partner of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney's Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney's Civil Litigation for eig

August 14, 2012

Gone Fishin’ Business Owner event scheduled for September 14-18th

SCI co-founder Steve Mancini’s now famous trip, Gone Fishin’ for a Better Business, A Better Life  was born by a desire to bond and share experiences with fellow business owners and his love for the sport of f

July 27, 2012

Introducing Private Client Analyst of Dunham & Associates and SCI Fellow – Lynsey Richardson

Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business.<

July 10, 2012

Did you know that SCI offers a Speaker’s Bureau?

The Speaker's Bureau put on by SCI was organized to get advisors from all different practices together to create presentations that will help other advisors in the field. 

June 29, 2012

Introducing Founder and SCI Fellow – Steve Mancini, Esq.

Steve Mancini is a Principal & Founder: Law Firm of Strazzeri Mancini LLP. Educator and author, Steve is an Instructor for the Academy of Multidisciplinary Practices.