SOUTHERN CALIFORNIA SCINSTITUTE

Owner

Goods & Services

Providing a website featuring information, resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions in the fields of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics.

Printed educational materials, namely, brochures, workbooks, course guides, diagrams, presentations, exercises, magazines, and training manuals in the fields of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, wealth strategies planning, and professional practice development as well as family and business conflict

Educational services, namely, providing live and online classes, workshops, seminars, webinars, presentations in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Providing online, non-downloadable publications in the nature of magazines, guides, presentations, and course materials in the foregoing fields; Providing continuing education courses for financial advisors, CPAs, attorneys, fiduciaries, investment bankers, and other professionals; Educational services, namely, arranging and conducting live certification programs, workshops, and conferences in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics

Downloadable electronic publical plations in the nature of, course materials, exercises, diagrams, brochures, presentations, and magazines in the field of financianning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Downloadable video recordings, audio recordings, and multimedia files featuring educational content in the field of financianning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics;; Downloadable webinars, online courses, and training modules in the field of financianning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics;.