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- EPI San Diego – Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All with Mike Rudow and JJ Richa
- EPI San Diego – Counseling to Commitment in 3 Parts; presented by Joe Strazzeri and Greg Banner
- Certified Founders Group Associate (CFGA)
- Behind the Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI San Diego – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI San Diego – Helping Owners Choose Their Business Succession Path; presented by Andrea Steinbrenner and Shelley Lightfoot
- Strazzeri Mancini and Southern California Institute Holiday Open House