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 offer a variety of interesting and pertinent programs including: Estate, Tax, Business, Financial Planning, and Real Estate.
Thursday Insights is a no cost program designed to teach professionals the latest in wealth strategies, planning, implementation and design. The program reaches out to individual professionals, but also welcomes participants of the PDPs.
As these small, informal, and diverse groups come together each week, the individuals not only learn from one another but also build collegial relationships and create collaborative opportunities. SCI is happy to facilitate introductions or business opportunity meetings.
The Southern California Institute helps Advisors, Providers, and clients through Family and Business Owner Events, Advisor Education Programs, and our Virtual Learning Center.