Please join the Southern California Institute (“SCI”) for the 16th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all professionals 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 experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment 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.



The Gathering

2020 San Diego, California

February 27 & 28, 2020

Marriott – Del Mar

11966 El Camino Real

San Diego, CA 92130