November 16, 2012

You’re invited to our SCI Holiday Open House: December 6, 2012

The Southern California Institute is more than simply an Educational Institute that supports successful families and business owners and their advisors. We are also a venue that cares for those we serve

November 13, 2012

Are you Enhancing and Monetizing relationships? Valuation by Carl Sheeler PhD

Carl Sheeler, PhD, CBA, AVA, is an experience business valuation expert with over 20 years in the industry.  He has a passion for business relationships and offering massive value before anything.  Sheeler is an active member of SCI as a part

November 9, 2012

Sal Capizzi of Dunham and Associates is a Wealth Education Fellow fo the Institute

Sal Capizzi is Chief Sales & Marketing Officer for Dunham & Associates Investment Counsel, Inc. Mr. Capizzi is a seasoned industry veteran with over 26 years of financial services experience.  He possesses a wealth of expertise in global

November 6, 2012

Learn more about SCI membership opportunities.

The Education MembersWealth Education Instructors, and 

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November 2, 2012

SCI Fellow – Greg Banner of Asset Preservation Strategies teaching at Thursday Insights

Greg Banner is the Vice President  of Asset Preservation Strategies, Inc., and received his Bachelors Degree in Business Administration from Oregon State University, with a specialy in Finance and Economics. He later received his Series 7 securi

October 30, 2012

Helping Clients Navigate the San Diego Real Estate Market

From record highs to frightening lows, our local real estate market has experienced extremes over the past decade. Now, more than ever, clients are looking for credible advice in one of two areas - how do they exit over-leveraged, underwater resident

October 26, 2012

Meet SCI Fellow – Jeffery Dunham of Dunham and Associates

Jeff 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

October 23, 2012

Blogging 101 – Best Practices for Productive Blog Marketing

In the digital age, the ability to share your message with key constituents is well within everyone’s reach.  Find out five digital “best practices” on how to utilize the blogosphere to benefit your firm in engaging with potent

October 19, 2012

What To Do Now And In 2013: A Post-Election Results Action Plan Seminar

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 2012, and into 2013.