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

Course Descriptions

Coming soon!

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.