Past Events | Upcoming Events

Holiday Open House @ The Southern California Institute
Dec 7 @ 11:00 am – 8:00 pm

As we celebrate this season with different meaningful symbols and 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!

For two years, we made a difference for Mama’s Kitchen in their struggle to feed families during the Holiday season.  This year, we hope you will join us in helping the It’s All About the Kids Foundation. ” Teaching and helping less fortunate kids overcome the hurdles in life and to live their dreams.” A gift card of any kind will be appreciated.

2017 Holiday Open House Flyer


The Gathering 2018 @ Marriott Del Mar
Feb 22 @ 7:30 am – Feb 23 @ 6:00 pm

The Gathering

Networking, Learning, and Advice

The Gathering 2018

Thursday, February 22nd and Friday, February 23rd

San Diego Marriott – Del Mar

11966 El Camino Real
San Diego, CA 92130

(858) 523-1700


Agenda Coming Soon

Sponsor-Exhibitor Application Coming Soon

Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Participation Fee:
The Gathering – $420
Circle of Friends Only – $200 (waived with Gathering fee)

Please note:  We have gone digital! Materials will be provided electronically.

Continuing Education Credits:
CFP & CA Insurance – credits applied for
CPA & MCLE (approved provider #11857) – credits offered

Program Location and Accommodations:
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
(858) 523-1700