September 20, 2013

The Final Peace to Pre-Planning [VIDEO]

What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. 

September 10, 2013

Help for Small Business Owners with Consultant Peter Sieffert [VIDEO]

Many business owners constantly seek help with trying to find ways to increase their revenue, multiple, and efficiency.  Business Consultant Peter Sieffert, hosts a workshop that focuses on helping the small business owner, as well as the successf

August 28, 2013

California Forum August 2013 event Photos

August 19, 2013

4 ways for Wealth Advisors to get started with SCI

The Southern California Institute

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.