Enhancement Options

• Branding – clarification and refinement
• Signature Events – Stewardship
• One to three FamilyCare™ Workshops
• One to three Counselor Days in your office
• One ½ day of Multi-Disciplinary Team Training
• One ½ day CE event for professional alliances
• Two day Inspiring Message
• Two day Performance Team
• Six Pack Customized Videos Design For Your Practice
• Marketing Packages

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.