SCInstitute

We're already looking ahead to 2027! Our new event dates are coming soon, and we can't wait to share what's planned for the year ahead. Stay tuned for updates! tinyurl.com/2prz4ptp

We all have processes in our practice (whether documented or not) to engage our favorite client and get the work done. However, at what step in your process do you stop and determine if you are going to do the work yourself? Access this webinar for more: tinyurl.com/32vpe5nb

Looking to build on your advanced wealth planning knowledge in 2027? Join us March 22–24 for the Certified Wealth Planning Advisor (CWPA) program, where advisors will explore practical strategies and tools to bring back to their practice. Stay tuned for registration details!

November is almost here, and we have some great events coming up! Join us next week for EPI San Diego and Thursday Insights to learn, connect, and share ideas with fellow advisors. EPI SD: tinyurl.com/4sm6tswr Thursday Insights: tinyurl.com/b5cdpvdt

Thank you to Kate and Maureen for presenting at today’s Thursday Insights on dealing with business entities after a death! See what’s coming up next on our events calendar: tinyurl.com/2prz4ptp

Successful families and business owners often want immediate solutions, but rushing can lead to less effective outcomes. Watch this webinar to learn how planning based on verified data and client motives can create lasting results: tinyurl.com/4k6z7jx9

Stay connected with SCI on Instagram! Follow us for updates on upcoming events, educational programs, and opportunities to connect with fellow advisors. Find us on Instagram at @SCInstitute_!

What happens to a business after an owner passes away? Register for this week's Thursday Insights event to learn about ownership structures, succession planning, and how advisors can help guide decisions for the business, family, and remaining partners! tinyurl.com/bp8xe8mj

Thank you to everyone who joined us for this week’s EPI San Diego Chapter meeting and to Paige for speaking at today’s Thursday Insights! See what’s coming up next: tinyurl.com/2prz4ptp

Employee stock ownership plans can be valuable shareholder liquidity and business succession tools, but they’re also widely misunderstood. Learn how to examine common ESOP myths, misconceptions, and when an ESOP may not be appropriate in this webinar 👉 tinyurl.com/y5v6p36w

Couldn’t make it to our September CWPA program? Start planning ahead for March 22–24, 2027! Spend three days exploring advanced wealth planning strategies, tools, and processes you can bring back to your practice! Stay tuned for registration details.

There’s plenty happening this week at SCI! Join us for this week’s events to connect with fellow advisors, share ideas, and explore new ways to strengthen your work with clients! EPI SD: tinyurl.com/4sm6tswr Thursday Insights: tinyurl.com/bp8xe8mj

Thank you to everyone who joined us for today’s EPI Orange County Chapter meeting! We enjoyed connecting with everyone who made it out. See what’s coming up next: tinyurl.com/2prz4ptp

Learn a practical framework for identifying payroll, compliance, and worker classification exposures while deepening client trust and expanding your advisory value by watching this webinar! Access it 👉 tinyurl.com/3bjdnahm

Couldn’t make it to our September CWPA program? Start planning ahead for March 2027! The three-day program gives advisors a closer look at advanced wealth planning strategies and processes they can bring into their own client relationships. Stay tuned for registration details.

Join us at the EPI Orange County Chapter meeting on October 8 to connect with fellow advisors, learn more about their expertise, and build relationships that can help you better serve your business owner clients! Register here: tinyurl.com/yc3375zx

A big thanks to Joe and Sal for their presentations at today’s Thursday Insights event! See what’s coming up next: tinyurl.com/2prz4ptp

In exit planning timing is everything – and that includes gift planning. Putting the right strategy in place at the right time can reduce taxes and preserve more for exited owners to give to their favorite charities. Learn more by watching this webinar: tinyurl.com/bv65ndkv

October is right around the corner, and there’s plenty coming up at SCI this fall! Take a look at our upcoming programs and events and make plans to join us for one that fits your interests. Explore the fall calendar: tinyurl.com/2prz4ptp

Successful planning starts with understanding the outcome, not jumping straight to a solution. Register for this week's Thursday Insights as Joe and Sal will explore Outcome-Focused Planning and how advisors can create more meaningful results for clients! tinyurl.com/yd4rk3sd