California Forum 2018
Today’s Solutions for Family Business Owners
Co-Sponsored by the San Diego Business Journal
Critical and Thought Provoking Topics
Thought Leader Experts
Early bird special – $119(regularly $149)
Register by May 25th to receive this special rate
CFP & CA Insurance
credits applied for
CPA & MCLE
(approved by provider #11857 – credits offered)
The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
Accountants, insurance professionals, financial advisors, bankers, attorneys, and other wealth professionals must build teams that can provide optimum service and atypical strategies and solutions for their clients. This program will focus on what’s old, what’s new, what’s working, and what’s not in regards to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
Explore how to attract and engage these clients through an understanding and appreciation of business owner needs, and often very different perspectives.
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
The California Forum 2018 will be held at
The Estancia – La Jolla, CA