December 2, 2013

Are you coming to our Holiday Open House Party? [DEC. 5TH 2013]

October 16, 2013

Are you a Trustee? Are you curious? Learn more here…

A client or a client's family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsib

October 9, 2013

Do you have any questions regarding Social Security?

Here is a snippet video of Ryan Hyslop as he will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I t

September 27, 2013

In case you missed it…5 recent Thursday Insights session digitally available

Many of you may know our Thursday Insights programs held here in our offices every Thursday afternoon at 2:30pm.  If you missed any of the recent events, we have a list of 5 of our programs available for you in digital form.  Feel free to cli

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