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.

October 16, 2012

1031 Exchange with Kelly Pearl, CES

Kelly Pearl joined California Bank & Trust in September 2008 as exchange counsel and business development officer for their tax-deferred exchange division, Exchange Services, LLC.

October 12, 2012

It’s great news for SCI Fellow Lori Adasiewicz-Palmatier, Esq.

Here at Southern California Institute, we value our relationships with everyone that we come into contact with.  From those that are new to us and visit our free events (Thursd

October 9, 2012

Have you been to one of our Thursday Insights programs?

Every Thursday, the Institute presents educational workshops to independent attorneys, CPAs, bankers, financial planners, investment advisors, as well as insurance and real estate advisors.  Thursday Insights are a variety of interesting and per

October 5, 2012

Meet SCI Fellow – Salvatore Capizzi, Chief Sales & Marketing Officer for Dunham & Associates

Mr. 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

October 2, 2012

Membership Opportunities with SCI

The Education Members, Wealth Education Instructors, and Wealth Education Fellows of the Institute are all experts in their field, who enjoy teaching and who give of themselves and their time. They all believe strongly in the power of collaboration,