CA Forum 2013 at Sharp Hospital

photo caforumsharp_zps2c2143c8.jpg

The Southern California Institute is very excited and proud to present the California Forum 2013 – Working with Successful Families and Business Owners on August 23, 2013. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.

This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced program will demonstrate how to attract more opportunities and close more business.

PROGRAM AGENDA:

    [events_list limit=”20″ category=52 scope=”all” orderby=”asc”]

  • #_EVENTLINK
    #_EVENTEXCERPT

    • [/events_list]

 
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.