Thursday, March 14, 2013 2:30 - 4:00 PM
Trey Fairman, partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their
The Wealth Advisor Partnering Program gives advisor a deeper relationship with the Southern California Institute. The partnering program allow f
Stephanie Downer is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Departme
Traditional planning has failed to keep families and their fortunes together for three or more generations - and that has been true for centuries all over the world.
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and &ldquo
If you have not had the chance to come to our annual The Gathering event, here is a video presentation of The Gathering 2012.
The Southern California Institute invites you to The Gathering 2013 event hosted by the Laureate Center for Wealth Advisors. This w
As the new year kicks off, we are excited to share that our Director of Digital Education and Communications, Rob Pene, and his wife have two baby twins girls to be grateful for.