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Working With Successful Families and Business Owners

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California Forum - Working With Successful Families and Business Owners
  • Friday, August 23, 2013 8:00AM to 5:00PM
  • Sharp HealthCare Foundation
  • Located at: 8520 Tech Way, San Diego, CA 92123

REGISTER HERE

The California Forums are yearly events 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. 
 
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Friday, August 23rd:
  • 8:00 - 9:00 Breakfast & Registration
  • 9:00 - 4:50 General Sessions
  • Program Cost: $100.00 
**All Net Proceeds will be donated to Sharp HealthCare Foundation** 
 
Rooms available at: 
 
Courtyard Marriott 
 
8951 Spectrum Center Blvd 
San Diego, CA 92123 
858-573-0700 

Click here to view the Agenda

 


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