SCInstitute
@TheSCInstitute
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Our mission focuses on assisting professionals to grow their practices, build their confidence, enhance their credibility, and solidify their relationships.
San Diego, CA
Joined June 2011
Merry Christmas from all of us at SCI! Thank you to everyone who joined us in learning, sharing, and building better client experiences this year. We look forward to continuing the journey with you in 2026.
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Join us for the 2026 Perspective Series—short but powerful virtual interviews where business owners share real stories about transition, growth, and exit planning. Sign up for the first event of the new year at https://t.co/LEkZb6wZF9
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The Winter & Spring 2026 SCI Magazine is here! Explore the programs, events, faculty highlights, and planning tools we’ve lined up to support you and your clients in the new year. https://t.co/5xDF4KDyFt
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Our offices will be closed from December 24 through January 2 as we take time to rest, recharge, and enjoy the holidays with loved ones. If you need assistance, please leave us a voicemail — we’ll return your call once we’re back.
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The 2026 SCI event lineup is here! From one-hour webinars to three-day in-person programs, there is something for everyone. Check it out for yourself at https://t.co/UjG0D2Jbol
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The 2026 calendar is here! If you're part of the Exit Planning community, join us at one of the EPI Chapter meetings in San Francisco, Orange County, or San Diego. Secure your spot by scanning the QR codes below 👇
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We’re grateful for all who joined our Holiday Open House! Thanks to your support, we raised $4,430 for Mama’s Kitchen to help nourish those impacted by HIV, cancer, and other illnesses.
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We're bringing back the Wealth Strategies Co-Counsel session this upcoming January! Learn more about next year's event at https://t.co/NhYD4KRXv8
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The Behind the Conversation program helps advisors guide clients through those deeper conversations—so they can commit, implement, and follow through. If you're ready to upgrade how you engage, join us in San Diego next March by signing up here! https://t.co/veM5XybEdq
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Join us March 23–25 for the Certified Wealth Planning Advisor™ (CWPA) program at SCI in San Diego. This 3-day collaborative experience gives advisors a complete view of the Advanced Wealth Planning Journey. Find out more details at https://t.co/cG3pn4rSec
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Join our colleagues at Strazzeri Mancini for Wealth Strategies Co-Counsel this January — a chance to sharpen your advanced planning tools and collaborate on meaningful client work. Additional information is available at https://t.co/NhYD4KRXv8
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Combine your previous training, unique skills, and technical acumen with the licensed “secret sauce” to cause business transition planning engagements at the Certified Founders Group Associate program! Join us in San Diego by registering here: https://t.co/eHAGit2evc
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Here's a huge thanks to all of our attendees at today's Holiday Open House! Want to see all of our upcoming events? Click here: https://t.co/urDSgsWX87
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Watch this webinar as Marla tells real-life stories from her many years of mergers and acquisitions and gain the insight from her hard-earned lessons behind these transactional terrors! Access it here: https://t.co/xhAbgd7UyF
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Behind the Conversation is back this upcoming March! This 2.5-day program focuses on the parts of planning conversations that often go unsaid—but are most important. Learn more about what we have planned by clicking here https://t.co/veM5XybEdq
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The holidays are a time to celebrate connection, and we’d love for you to join us at our Holiday Open House on Thursday, December 4! Learn more details about the event at https://t.co/6JjwGnPMJb
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The upcoming Wealth Strategies Co-Counsel program in January 2026 is a unique opportunity for attorneys to partner with us in designing and delivering wealth strategies for clients. Learn more at https://t.co/NhYD4KRXv8
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Successful Families and Business Owners tolerate far too much angst and pain surrounding their material assets and cherished relationships. The key to being trusted advisors is not through our technical knowledge, but something much deeper. Learn more! https://t.co/TGL1X4UFvD
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Join us in March 2026 as we share the strategies, tools, and partnering process we use with our own clients—so you can integrate them into your practice at the Certified Wealth Planning Advisor program! Additional details are available at https://t.co/cG3pn4rSec
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The holidays are a time to celebrate connection, and we’d love for you to join us at our Holiday Open House on Dec. 4! Stop by for light bites, festive drinks, and heartfelt conversation. We’ll also be collecting gift cards for Mama’s Kitchen. Register at https://t.co/6JjwGnPMJb
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