Let's gather together ...
to share insights, education, and collegiality!
The California Forum is a yearly event presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.
This California educational event concentrates on the new topics that have materialized in California's laws, and new financial planning strategies and techniques developed over the previous year. The condensed two-day program presents 10 to 12 different topics in a variety of disciplines, helping to keep our participants' focus sharp and balanced. The California Forum is an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.
Friday Lunch: Marketing Specifics - How to Decide and Implement
moderated by Joe Strazzeri & Mark Merenda.
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Saturday Lunch: Understanding, Leveraging, and Capitalizing on Your Membership in Wealth Counsel, Wealth Counsel Advisors Forum, and the The Laureate in Wealth Strategies Programs moderated by Jonathan Mintz, Robbie Trudeau, Steve Mancini and Joe Strazzeri.
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To attend any program, please RSVP to Jennifer Hartwell, Programs Director, by calling (858) 200-1911 or e-mail to: jrh@scinstitute.org.
California Forum Schedule — Previous Years
