How Charitable Donations and Strategies may help enhance your Estate [CASE...
Aside from donating directly to a charity, a trust is a strategy that permits you to kindly make charitable donations, and offers you and your heirs a generous deduction. However, if you only want to...
View ArticleBuy-Sell Planning and things to consider
At our most recent Thursday Insights educational event (June 6, 2013) attorney Alex Matuk, Esq. and certified financial advisor Greg Banner shared their insights into the world of the Buy-Sell...
View ArticleStorytelling and Parables are VERY effective strategies in client meetings
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and...
View ArticleLearn how to partner with SCI to grow your business and practice
Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. In this program...
View ArticleDigital Education Corner: Contact information for Facebook, LinkedIn, Twitter
For many people who utilize Social Media for their business, or for those who just started, there will come a time in which you will need to consult directly with a particular social media platform to...
View ArticleUsing real estate as an Investment to engage your clients
Every thursday, at the SCI office we host an educational workshop or seminar that features leading experts in a variety of fields. This particular week, we had the privilege of having Real Estate...
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Health Care Reform 101 with Kristin Kahle at Thursday Insights
Kristin Kahle is a Certified HealthCare Reform Specialist (CHRS), she is currently the Senior Vice President and General Manager for Benefits eXchange Alliance (BXA) and runs the San Diego and Hawaii...
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On-Page Optimization as a Sample Marketing Plan for Financial Advisors
In this post, many Financial Advisors who are interested in boosting their online presence can appreciate the depth and structure of this online sample marketing plan I will share with you. After...
View ArticleIn case you missed it: April Thursday Insights programs available in Digital...
Here at Southern California Institute, one of the programs we are widely know for is an edcuational and networking program called Thursday Insights. In the month of April, we offered a stellar lineup...
View ArticleHow Charitable Donations and Strategies may help enhance your Estate [CASE...
Aside from donating directly to a charity, a trust is a strategy that permits you to kindly make charitable donations, and offers you and your heirs a generous deduction. However, if you only want to...
View ArticleClik here to view.
Buy-Sell Planning and things to consider
Buy Sell Planning At our most recent Thursday Insights educational event (June 6, 2013) attorney Alex Matuk, Esq. and certified financial advisor Greg Banner shared their insights into the world of...
View ArticleClik here to view.
Long Term Care Insurance
Trey Fairman and Teri Olsen will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion...
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SEO for lawyers, attorneys, financial planners, accountants, etc
SEO for Lawyers, Attorneys, Financial Planners, Accountants, CPA's, etc 4 ways to approach SEO to gain an edge on your competition: Content Inbound Links Social Citations Here are some overarching...
View Article3 Doors in Estate Planning
3 doors of Estate Planning Door #1: Family Door #2: Charity Door #3: IRS Everyone will need to choose 2 doors to which they will work their Estate Plan through. If you choose 1 door, the other door...
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SCI hosts events for Lawyers and other Professionals to Network with Advisors...
Here at the Southern California Insitute, our educational platform is at the forefront of what we have been typically known for. However, there are numerous other activities and events that we host...
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Are you looking for a Speaker to present at your next event?
SCI Wealth Education Instructors and Wealth Education Fellows are available to teach on a variety of business and wealth strategies subjects for your group or event. As seen below in our “Prior...
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Working With Successful Families and Business Owners
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...
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4 ways for Wealth Advisors to get started with SCI
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...
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Help for Small Business Owners with Consultant Peter Sieffert [VIDEO]
CLICK HERE for the complete digital version of this program.
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