September 28, 2012

Introducing Maureen Verduyn of The Financial Team and SCI Fellow

Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a

September 25, 2012

Successful Families and Business Owners events

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.

September 21, 2012

Introducing SCI Fellow, John Jenkins of Asset Preservation Strategies, Inc

John L. Jenkins, AEP®, EA, CFP®, is the Founder, President and CEO of Asset Preservation Strategies, Inc. A San Diego native, John has been a financial professional since 1982. He holds BA and MA degrees from San Diego State University and ha

September 18, 2012

An Introduction to Wealth Advisor Fellows of the Institute

Fellows of the Institute include those advisors that have met credential requirements and have received a "Fellow" certification from the Wealth Education Fellows Board.

September 14, 2012

Introducing Founder of Dunham & Associates and SCI Fellow: Jeffrey A. Dunham

Mr. 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 Principal Executive Officer of Dunham Funds.

September 11, 2012

An overview of California Forums

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,

September 7, 2012

Introducing Founder and SCI Fellow, Joe Strazzeri, Esq.

Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Former Partner, Law Office of N. Munro Merrick; Principal of The Founders Group, a Business

September 4, 2012

What to do Now and in 2013 – A Post-Election Results Action Plan

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, and 2013.

August 24, 2012

Introducing SCI Fellow – Alejandro Matuk, Esq.

Mr. Matuk is a partner of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney's Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney's Civil Litigation for eig