Past Events | Upcoming Events

Nov
15
Thu
Income Protection Strategies for Your Clients @ The Southern California Institute
Nov 15 @ 2:30 pm – 4:00 pm

Income Protection Strategies for Your Clients; presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent

Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.

Nov
22
Thu
Pre-empted for Thanksgiving Holiday
Nov 22 all-day

Pre-empted for Thanksgiving Holiday

Our office will be closed in observance of the Thanksgiving Holiday.
Have a safe and Happy Thanksgiving!

Nov
29
Thu
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Nov 29 @ 12:00 pm – 5:00 pm

Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event

Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

Dec
6
Thu
Our Holiday Open House @ The Southern California Institute
Dec 6 @ 11:00 am – 8:00 pm

Our Holiday Open House

As we celebrate this season with different meaningful symbols and different rich traditions, may we also remember to celebrate the many things we share.

We invite you, our Friends and Family, to join us at our annual open house.

Refreshments, drinks, and caroling!

Feb
21
Thu
The Gathering 2019
Feb 21 @ 8:00 am – Feb 22 @ 5:00 pm
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