Past Events | Upcoming Events

Aug
30
Thu
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Aug 30 @ 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.

Oct
9
Tue
LA EPI Business Owner’s Forum 2018 @ Pacific Palms Resort
Oct 9 @ 7:00 am – 11:30 am
Advisor Insights in Fallbrook @ Christ the King Church - Fireside Room
Oct 9 @ 12:00 pm – 1:30 pm

Advisor Insights are advisor round tables offered to estate, financial, business, real estate, long-term care planning advisors, as well as senior care providers. Advisor Insights are designed to introduce you to the various planning options that facilitate achieving your clients goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, June 12 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, August 14 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, October 9 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCA or call 760-723-7570

Oct
25
Thu
Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs @ The Southern California Institute
Oct 25 all-day

Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs

The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.laureatecenter.com for more information or schedule a call with Nathalie to see if The Laureate is right for you.  858-200-1911

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!