May
22
Tue
Workshop Series for P&C Insurance Agents – Part 2 @ The Southern California Institute
May 22 @ 2:30 pm – 4:00 pm

Kelly Coffey and NatGen Premier has partnered with The Southern California Institute to introduce you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. On May 22 you will learn the Five Essential Documents for Estate Planning, and walk away with your own completed Advance Health Care Directive! Finally on June 19, join us for an informative and interactive afternoon with Joe and Shelley as they boil down the essence of successful conversations and what is behind them.

Our meetings are the Third Tuesday of the month (wine and cheese provided) at:

Southern California Institute (SCI)

3636 Nobel Drive, Ste. 450

San Diego, CA  92122.

 

Please click here to register to for the 3-part course.

 

Schedule and Topics:

Tuesday, April 24, 2018Are You Referable? – The Practice Experience; presented by Joe                Strazzeri, Esq. and Shelley Lightfoot, Executive Director

Tuesday, May 22, 2018The Five Essential Documents; Presented by Scott Stewart, Esq.

Tuesday, June 19, 2018Behind the Conversation; Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

All meetings are from 2:30 – 4:00pm at SCI and wine and cheese will be served.

The Southern California Institute provides Education, Resources and Advice for Successful Families, Business Owners, Real Estate Owners, and Independent Collaborative Advisors. For more information about SCI visit www.scinstitute.org.

Jun
19
Tue
Workshop Series for P&C Insurance Agents – Part 3 @ The Southern California Institute
Jun 19 @ 2:30 pm – 4:00 pm

Kelly Coffey and NatGen Premier has partnered with The Southern California Institute to introduce you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. On May 22 you will learn the Five Essential Documents for Estate Planning, and walk away with your own completed Advance Health Care Directive! Finally on June 19, join us for an informative and interactive afternoon with Joe and Shelley as they boil down the essence of successful conversations and what is behind them.

Our meetings are the Third Tuesday of the month (wine and cheese provided) at:

Southern California Institute (SCI)

3636 Nobel Drive, Ste. 450

San Diego, CA  92122.

 

Please click here to register to for the 3-part course.

 

Schedule and Topics:

Tuesday, April 24, 2018Are You Referable? – The Practice Experience; presented by Joe                Strazzeri, Esq. and Shelley Lightfoot, Executive Director

Tuesday, May 22, 2018The Five Essential Documents; Presented by Scott Stewart, Esq.

Tuesday, June 19, 2018Behind the Conversation; Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

All meetings are from 2:30 – 4:00pm at SCI and wine and cheese will be served.

The Southern California Institute provides Education, Resources and Advice for Successful Families, Business Owners, Real Estate Owners, and Independent Collaborative Advisors. For more information about SCI visit www.scinstitute.org.