Please join The Southern California Institute (“SCI”) for the 14th Annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.


Collaboration – Enlightening – Fun – Inclusive – Cutting Edge – Balanced
Crazy Hawaiian Shirt Reception
Unforgettable Memories
Lifelong Friends

15 Critical and Thought Provoking Topics
29 Thought Leader Experts
9 Different Disciplines

Continuing Education Credits:
CA Dept of Insurance – 9 hours
CFP – 12 hours
CPA – 15 hours
MCLE – 11 hours


Be sure to stop by The Ultimate Estate Planner booth and say hello to Kristina and Kirsten!

Date & Time


910 Broadway Circle, San Diego, CA, USA

The Gathering 2018

910 Broadway Circle, San Diego, CA, USA