June 12, 2012

Wealth Advisor Partnering Program

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

May 25, 2012

Introducing SCI Fellow Peggy Lombardo, CFP, EA of The Financial Team

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

May 15, 2012

Independent Collaborative Advisors gather for 2 days for advanced technical training hosted by SCI

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

April 27, 2012

Introducing SCI Fellow Trey Fairman, JD, LLM

Trey Fairman partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their high net worth clientele.

April 10, 2012

California Forum for Accountants and Enrolled Agents, June 7, 2012

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

March 23, 2012

Introducing SCI Fellow – Stephanie Downer, Esq., LLM

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.

March 13, 2012

California Forum for Attorneys hosted by SCI on May 17, 2012

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,

February 24, 2012

Introducing the VP of Asset Preservation Strategies and SCI fellow: Greg Banner

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

February 14, 2012

SCI offers Wealth Advisor Education Programs

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