Southern California Institute

We'd like to give a big thanks to Joel, Channing, Simon, and Donald for speaking at this week’s EPI Los Angeles and Thursday Insights events! Click here to view all of our past events ➡️ https://tinyurl.com/2prz4ptp

Watch this webinar as Joe will shares insights, challenges, and opportunities to help business owners navigate the new waters for 2024 and 2025! Access this webinar and more at https://tinyurl.com/4k98ruxc

Our model is a philosophy and platform serving clients and advisors who Care to Know the full landscape of their issues and choices. We find that the magic and nuance of elegant solutions are usually found in the last 10% of research. Learn more here: http://tinyurl.com/bdd57hdz

Save the date for this week’s events, including our EPI Los Angeles Chapter meeting and Thursday Insights! Join us by signing up below:

EPI LA: https://tinyurl.com/5e45wr64
Thursday Insights: https://tinyurl.com/bdehh7vf

Thanks to all who attended this week’s EPI San Diego event and Monica and Tim for speaking at this week's Thursday Insights event! View all our past events here: https://tinyurl.com/2prz4ptp

Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners. Access this webinar with Melisa to learn more! https://tinyurl.com/3ccske2y

Join the Law Firm of Strazzeri Mancini and the Founders Group in Marco Island, Florida this April for the 2024 Exit Planning Summit! It is a conference where top advisors, their teams, and business owners come to share transformational experiences, build deeper relationships, and uncover innovative solutions for their business.

Learn more about the Summit at https://tinyurl.com/3x8s7cuh

Mark your calendars for this week’s upcoming events! Register with the links below:

EPI San Diego: https://tinyurl.com/3xsuxx4e
Thursday Insights: https://tinyurl.com/3kac5ebb

Thank you to our attendees at this week’s EPI Orange County event! Want to see more of our events? Click here 👉
https://tinyurl.com/2prz4ptp

Clients sometimes will accumulate large public stock positions from various sources and often feel locked in because of low tax basis – and they want to avoid the 20%+ capital gains tax. View this webinar to watch more! https://tinyurl.com/93t7nk5y

What do we have coming up this November? It's the 2024 Fiduciary Attorney Summit!

Join Fox Rothschild and Strazzeri Mancini LLP for the event designed for fiduciaries and attorneys and covers a broad range of topics.

Add the event to your calendar at https://tinyurl.com/247yx7vf

Register for this week's EPI Orange County event – Speed Dating: Always Know Who to Call!

Join us by signing up here 👉 https://tinyurl.com/w3xjeyvf