January 8, 2013

Are you available Thursday afternoons between 2pm-5pm this January?

Thursday Insights has been a staple program for SCI for over 10 years.  And we are running strong into 2013.  If you have not made it to one of our programs, feel free to browse through the upcoming schedule and come to visit.

January 4, 2013

Collaborative learning in enhancing your Professional relationships

The Southern California Institute champions collegial relationships through our various programs.  Here is a list of items that we focus on when we think about what collegiality and collaboration looks like:

December 28, 2012

2012 Behind-The-Scenes Bloopers Highlight Reel

The 2012 year has been a year we are grateful for.  We've had the opportunity to host numerous educational events, business social events, business gatherings, etc...which has given us the unique chance to meet new people and maintain relati

December 21, 2012

Offering advanced knowledge you can share with your clients

The Southern California Institute shares uncommon knowledge, insights, and practical know-how at every level of educational need - from the beginning practitioners to post doctoral experts - all the while stressing the how-to of a 

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December 18, 2012

SCI can help accelerate your career through our Signature Event Process

SCI “Advisor Centered” and “Client Centered” events create community and an experience to inspire action within your audience. Wealth Advisors collaborate with SCI’s professional event planning team to brainstorm, identi

December 14, 2012

Thank you to everyone who attended our Open House Annual Holiday Party.

We had an amazing time at our Annual Holiday Open House Party.  From friends to family members to our clients and their advisors, we were able to spend quality time in fellowship together.  Entertainment was provided by Principal of 

December 11, 2012

Building a more modern Portofolio with Jason Griffith and Maureen Verdyun

Financial market risks are currently high for both equity and fixed income investments. One tried and true method for managing these risks is diversification. However, markets have become increasingly correlated, reducing the benefits of diversificat

December 7, 2012

SCI teams up with SMLLP to donate to Toys for Tots at Holiday Open House

Each year Estate Planning Law Firm in San DiegoStrazzeri Mancini, LLP and The Southern California In

December 4, 2012

Congratulations to Attorney and SCI fellow Stephanie Downer for her “best Thanksgiving present ever”

Thanksgiving day is widely known as a day for all to be thankful to each other, the freedoms we have in our great nation, and the many blessings that have been bestowed upon us.  For one particular SCI fellow, her and her family have a miracle t