The Wealth Advisor Partnering Program gives advisor a deeper relationship with the Southern California Institute. The partnering program allows for practices the opportunity to clarify message and identify their unique marketing and process. Th
Ms. Lombardo says that when it comes to investing, she is a strong proponent of the "SWAN" principle - "Sleep Well at Night" - for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas o
The Southern California Institute is very excited and proud to present the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important t
This June 7th will mark the second California Forums of 2012. In this particular CA Forum, Accountants and Enrolled Agents (EA's) will receive specific education to help enhance their practice. This CA Forum concentrates on new topics that have m
Stephanie is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and FamilyCare™ Business Departments.
In the month of May, SCI will be hosting the first California Forums of its scheduled 3 offerings this year. This particular CA Forum will be geared toward Attorneys. This CA Forum concentrates on new topics that have materialized in California laws,
Mr. Banner, Vice President of Asset Preservation Strategies, Inc., received his Bachelors Degree in Business Administration from Oregon State University in 1987, specializing in Finance and Economics. He then obtained his Series 7 securiti
The Southern California Institute offers Wealth Advisor programs to enhance and educate their practice and skill set. These programs are held throughout the year. Some notable SCI programs include Thursday Insights, California Forums and