FEC321: Advanced Estate Planning Strategies
FEC322: Advanced Business Planning Strategies
FEC323: Employee Benefits Strategies
FEC324: Integrated Planning Strategies
FEC325: Marketing Through Stewardship
FEC326: Behind the Conversation
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.