The Southern California Institute’s annual California Forum is partnering with the Society of Financial Service Professionals on Thursday, June 4th, 2015 at Morgan Run Golf Club in Rancho Santa Fe to provide wealth advisors with the tools and resources to take care of and protect client families.
Accountants, insurance professionals, financial advisors, bankers, attorneys, and other wealth professionals must build teams that can provide optimum service as well as atypical strategies and solutions for their clients. This program will focus on what’s old, what’s new, what’s working, and what’s not in insurance, AUM, legal, and tax strategies.
To Register, visit www.scinstitute.org!
Date & Time
- Thursday, June 4, 2015 8:30 am
AddressMorgan Run Club and Resort, Cancha De Golf, Rancho Santa Fe, CA, United States
California Forum 2015 Allied Professionals DayMorgan Run Club and Resort, Cancha De Golf, Rancho Santa Fe, CA, United States