Site Menu
- Academy
- Events
- Membership
- Support
Shopping Cart
Log In
Sign Up

Events Calendar

Welcome! Please sign-in to your account to unlock full access to premium content. Don't have a membership yet? Learn More or Become A Member

Current Membership Level:
[View Upgrade Options]

Events Calendar

Published on Last updatedJune 1, 2022December 5, 2018 by

Joe Karns Joe Karns

SCI Academy https://sciacademy.socialjack.com/wp-content/uploads/2021/06/SCI-Logo-Final-150dpi.png

Welcome to the SCI Academy Events Area. You can browse all events or filter by category using the “Event Category” tool below.

To view full event history, check out The Gathering, Thursday Insights, and California Forum.

Calendars
Organizers
Venues

Associations & Conferences

CEPA Masterclass

Coastal Payroll Employee Retention Credits

Community Events

Community Insights

EPI Chapter Meetings

EPI Webinar

Family & Business Events

FamilyCare Workshops

Financial Expert Networks

Hot Topics

Practice Developer Programs

Special Events

The Gathering

Thursday Insights

Christina Rodriguez

Ela Degen

Jewell Buenavista

Joe Strazzeri

Lina Anaya

Melisa Silverman

Mindy Joslin

Nae Tam

Nathalie Fairfax

Shelley Lightfoot

Stacy Nation

Taz Darian

6256 Greenwich Dr

AZ

Bank of America Private Bank

Berkshire Hathaway HomeServices California Properties

Capital Group

Chula Vista Golf Course

Club M at Fairmont Grand Del Mar

Cooper McManus

Cooper McManus - 9870 Research Drive

Cooper McManus 9870 Research Drive

Corporate Alliance (UTC)

Crust Pizzeria

Estancia Hotel & Spa

FL

Green Dragon Room

IL

Irvine CA 92618

Jewish Community Foundation

Ki's Restaurant

Maggiano’s South Coast Plaza

Marriott - Del Mar

Santa Barbara

Scottsdale AZ

St. Paul's Manor

The Clubhouse Grill at the Fairmont Grand Del Mar - 5200 Grand Del Mar Way

The Crossings in Carlsbad

The Ritz-Carlton Bacara

The Southern California Institute

Torrance Cultural Arts Center

Trilogy Financial Services

Waldorf Astoria Monarch Beach

Webinar - Online Only

Zoom Meeting

iCal Feed

iCal feed URL

Get Feed for iCal (Google Calendar). This is for subscribing to the events in the Calendar. Add this URL to either iCal (Mac) or Google Calendar, or any other calendar that supports iCal Feed.

Copy feed url to clipboard Download ICS file

EPI Orange County-The Exit Planning Landscape Has Changed: Stay Relevant 2024; Scott Snider, EPI President

Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting

EPI Certified Exit Planning Advisor (CEPA) – Online

EPI San Diego-The Exit Planning Landscape Has Changed: Stay Relevant 2024; Presented by Scott Snider, EPI President

Thursday Insights | Fearless Transitions: Equipping Entrepreneurs to Slay their Inner Dragons and Embrace Change | Presented by Charis Santillie, CFLC, CFT

Certified Founders Group Associate (CFGA)

EPI LA - Finding the Right Private Equity Buyer, Common Pitfalls and Issues; Presented by Channing Hamlet and Brian Zaumeyer

Thursday Insights | Pre-empted for the Certified Founders Group Associate Program

Behind the Conversation

Certified Wealth Planning Advisor (CWPA)

Thursday Insights | Master Counseling & Collaborate or Partner to Engage Your Perfect Client | Presented by Joe Strazzeri, Esq.

EPI Orange County-SPEED DATING: ALWAYS KNOW WHO TO CALL!

Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting

EPI San Diego-SPEED DATING: ALWAYS KNOW WHO TO CALL!

Thursday Insights | Trustee Training: Rights and Responsibilities | Presented by Kate Langmore, Esq.

EPI Certified Exit Planning Advisor (CEPA) – Online

The Perspectives Series - Entrepreneurs Revealed

EPI LA - How Banks Can Impact Sales Transaction; Presented by Joel Berman, Maria Hunter, and Allan Dietrich

Thursday Insights | Accelerate Your Growth: Proven Strategies to Attract and Onboard Ideal Clients | Presented by Susan Danzig

Thursday Insights| Happy Halloween! | Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event

Thursday Insights | Helping Your Clients Choose the Right Charitable Giving Vehicle: Understanding Private Foundations, Donor-Advised Funds and Their Tax Advantages | Presented by Steven DuBrava and Jeffrey Haskell, J.D., LL.M

EPI Orange County-Unlocking Hidden Value - Project Phoenix as a Sum of Its Parts; George and Dora Lanza

Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting

EPI Certified Exit Planning Advisor (CEPA) – Online

Fiduciary Attorney Summit in Santa Barbara

EPI San Diego-Unlocking Hidden Value - Project Phoenix as a Sum of Its Parts; Presented by George and Dora Lanza

EPI LA - 2025 Pre-Election Economic Outlook; Presented by Roosevelt Bowman

Thursday Insights | An Objective Comparison of the Various Types of Life Insurance | Presented by Arkady Milgram, , ChFC®, CLU®, CEPA®, ChSNC®, CLF® and Bill Fortner

Thursday Insights | Pre-empted for Thanksgiving

Strazzeri Mancini and Southern California Institute Holiday Open House

Older eventsNext events

Cart

Member Filters

View Faculty/Fellows
View Faculty/Instructors

Welcome to the Group collaboration area where members can gather around events, topics, disciplines and any area if interest. If you would like a specialty group created, contact us and we will discuss.

If you would like to upgrade your membership CLICK HERE

Home Office: 6256 Greenwich Drive, Suite 250, San Diego, CA 92122 | Phone: 858 200-1911
9870 Research Drive, Irvine, CA 92618
201 Market Street, Ste 1800 | Honolulu, HI 96813
© 2024 Southern California Institute | Privacy Policy| Refund Policy
Powered by Social Jack

Academy
Events
Membership
Support

Address

Start

End

{title}

Event details

Start {fc-start}

End {fc-end}

Address

Venue {venue}

Organizer {organizer}

{description}

dddd MMMM d, yyyy

title