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, tax and wealth planning.

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This California educational event concentrates on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. The condensed two-day program presents 10 to 12 different topics in a variety of disciplines, helping to keep our participants’ focus sharp and balanced. The California Forum is an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.

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.