Current Event Details

California Forum 2018 – Today’s Solutions for Family Businesses co-sponsored by San Diego Business Journal

Thursday, June 21, 2018
The Estancia – La Jolla Hotel & Spa

General Sessions: 8:00am – 5:00pm

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.

Visit www.CaForum2018.com for details of this event and to Register.