California Forum for Independent Collaborative Advisors
The California Forums are yearly events presented by SCI, 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.
The California Forums for Independent Collaborative Advisors is a unique educational event that focuses on the latest happenings within California’s financial laws as they pertain to wealth planning strategies and techniques. By condensing all of the information into a two-day program. Advisors can expect to hear from financial professionals that will offer tools meant to protect and enhance their client’s financial security.
From business owners, to real estate investors, to family wealth management, changes in the laws of California have an impact across all aspects of financial protection and investment for the future. Being able to communicate these changes on a broad spectrum, while offering a resource that allows advisors to come together as a team is what the California Forums strive to achieve. With 12 speakers offering 2 days of sessions, this is certainly an event that only the Southern California Institute can bring to the table.
Registration is still open for this year’s event at a cost of only $200 per person. Outside of the 6 hours of guest speakers each day, guests can expect to let themselves unwind a little bit with a Poolside BBQ sponsored by the Southern Institute of California.
Created in 2002, the Southern California Institute was created by a group of financial advisors, with the sole goal of being able to create these collaborative evens that helped other advisors bring their ideas and education together in order to create better investment strategies and wealth protection tactics for their clients. With financial laws changing in California on a daily basis, this channel of communication provided by SCI has been crucial to the success of several advisors as well as hundreds of their clients each and every year.
To register for the event visit our website below:
The following link is an informational video about the forum: