view our past events

SCI Quarterly Mixer; 7th Annual “Margaritaville” @ The Southern California Institute
Sep 21 @ 2:30 pm – 4:00 pm

While we often come together for education and collegiality, let’s take this opportunity to just enjoy each other’s company.  Send us your margarita recipes – we’ll taste them all and choose the top three to serve at the mixer along with some delicious south-of-the-border treats.  Can your favorite beat last year’s winner?

Trustee Training: Rights and Responsibilities; Presented by Steve Mancini, Esq. and Brooke Jensen, Esq. @ The Southern California Institute
Sep 28 @ 2:30 pm – 4:00 pm

A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

The 4 Essential Elements Your Future Practice Needs to Survive and Excel @ The Southern California Institute
Oct 11 @ 1:30 pm – 2:30 pm

Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

Choosing a Care Setting for a Loved One with Dementia; Presented by Lisa Tyburski and Scott Tarde, Glenner Center @ The Southern California Institute
Oct 12 @ 2:30 pm – 4:00 pm

When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option.  Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them.  Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.

P&C Contracts – Have You Read the Fine Print?; Presented by Lauren Bottger and Mark Miletello @ The Southern California Institute
Oct 19 @ 2:30 pm – 4:00 pm

Most people do not consider the importance of truly understanding your property and casualty insurance coverage.  When it comes to protecting your client’s assets and providing a comprehensive financial plan, it is absolutely imperative to have a conversation about things like home extended liability, landlord liability, identity theft, water damage, and umbrella policies.  Join Lauren and Mark as they share some simple tricks of the trade that can help you be the hero for your clients.  Find out what that humongous contract we all sign really says (or doesn’t say).

Engaging Closely Held Businesses – Value Creation and Transitions; Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq. @ The Southern California Institute
Oct 26 @ 2:30 pm – 4:00 pm

Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself.  The topic has been overly generalized and prematurely narrowed: keep versus sell.  Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want.  Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business.  The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.


Financial and Estate Strategies for the Large IRA; Presented by John Jenkins AEP, EA, CFP® and, Monica Szakos Cramer, Financial Advisor @ The Southern California Institute
Nov 2 @ 2:30 pm – 4:00 pm

Do you know what kills more large IRA accounts than anything else? Admiration!

Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income tax and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.


Certified Wealth Strategies Advisors (CWSA) November 2017 @ The Southern California Institute
Nov 14 @ 8:00 am – Nov 18 @ 6:00 pm

Increase Your Technical Knowledge

The CWSA is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

laurel_crown_1-2the difference and intricacies between wealth strategies advice and engagement;
laurel_crown_1-2product and strategy marketing;
laurel_crown_1-2practice management processes; and
laurel_crown_1-2technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, November 14 – Saturday, November 18, 2017

Application completion is required before attending first session.




VA Aid and Attendance – Who, What, When, and How; Presented by Scott Stewart, Esq. @ The Southern California Institute
Nov 16 @ 2:30 pm – 4:00 pm

It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Scott will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more.

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