The Southern California Institute provides high-quality, collaborative educational and informational events, relying on active professional experts. This collaboration enables the Institute to consistently present materials in a team-teaching environment. As a result, advisors and their clients are able to gather the best facts, opinions, judgments, and perceptions for diverse, reliable sources.
The Laureate Programs are a variety of educational courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment.
PDPs offer 4 distinct six month certification programs designed to help financial
professionals increase their knowledge and client relationship skills.
The California Forum is a condensed 2 day annual symposium concentrating on new
financial planning topics and strategies that have materialized in CA laws over the
previous year.
Informational courses, seminars, and educational series designed to introduce clients to various advisers and financial planning options to facilitate their enlightened dreams.
An incredible fly fishing retreat in Jackson Hole, Wyoming, where advisors and business
owners share and learn how to bring balance to their business goals, ownership and life.
The Balanced Life: A Clarity Retreat in Hawai'i gives attendees the strategies to harness
the power of their health, wealth, and wellness, bringing greater balance and harmony to their lives, enlightened dreams, environment.
