The California Forums are yearly events presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.
This California educational event concentrates on the new topics that have materialized in California’s laws, and new financial planning strategies and techniques developed over the previous year. The condensed two-day program presents 10 to 12 different topics in a variety of disciplines, helping to keep our participants’ focus sharp and balanced. The California Forum is an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.
California Forums for 2012
California Forum for Attorneys - May 17, 2012
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California Forum for Accountants - June 7, 2012
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California Forum for Independent Collaborative Advisors - July 23 & 24, 2012
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California Forums for Attorneys - May 17, 2012
Topics and Speakers Include:
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Secrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst
From Their Perspective – How to be Relevant in “Google-Land
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director
The Five Needs of Life Insurance
Presented by Trey Fairman, J.D., LL.M., and Stephen J. Mancini, Esq.
A Different Perspective on Preparing for your Day in Court
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Evolving the Business
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
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California Forum Schedule — Previous Years
International Wealth Planning Forums
National boundaries do not contain our clients ... or their holdings. Advisors in Estate, Business, Tax and Wealth Planning are cordially invited to our annual International Wealth Planning Forum. Through collegiality and collaboration, we can provide the certainty and leadership our clients are seeking to offer them clarity and direction for their planning needs.
The format of the International Wealth Planning Forum is designed to engage the participants in an informal teamteaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room. The presenters are each experts in their field who enjoy teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breadth and depth of talents and experience of the attendees
International Wealth Planning Schedule -- Previous Years
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