Family and Business Owner Events

SCI partners with professional advisors and caregiving organizations to provide educational
programs and events for the families they wish to impact, through:


Family Care Workshops

FamilyCare™ Workshops are informational courses, seminars, and educational series offered to support groups, business owners, real estate owners, and families.


Gone Fishin’ for a Better Business, a Better Life

Bond and share experiences with fellow business owners while conducting a five-day business and fly fishing program in Wyoming.


The Balanced Life, a Clarity Retreat in Hawaii

A week-long Clarity Retreat in Hawaii, co-sponsored with Sharp Hospital, gives attendees the strategies to harness the power of their health, wealth and wellness, bringing greater balance and harmony to their lives.


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.