November 30, 2012

Look forward to seeing you at our Annual Holiday Open House Party!

Every year we host a Holiday Open House Party for all of our family, friends, and colleagues.  We look forward to seeing you this December 6, 2012.  You are free to invite your friends as well.  

November 27, 2012

Previous Thursday Insights programs available Online, now.

Here at the Southern California Institute, we offer many opportunities or Advisors and/or Successful Business owners, Real Estate owners alike to engage us as well as engage others.  From education opportunities to social and business social eve

November 23, 2012

Need help evaluating your practice? Find out how SCI can help you.

At SCI, there are various ways to interact with us on a deeper level to enhance your particular pratice.  We offer educational sessions

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November 20, 2012

Happy Thanksgiving from the Southern California Institute

At SCI, we interact with many different professionals, successful business owners and their advisors, families, etc. Whether its through an educational session, a social gathering, or an intimate event at our offices, we are very grateful to each enc

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