California Forum for Independent Collaborative Advisors
Jul 23, 2012 12:00 PM - 5:00 PM
12 PM to 5:10 PM on 7/23 and 7:30 AM to 4:00 PM on 7/24
Hyatt Regency La Jolla at the Aventine
3777 La Jolla Village Dr
San Diego, CA 92122
858 552-1234 [Map & Directions]
This California educational event concentrates on the new topics that have materialized in California’s laws, and new wealth planning strategies and techniques developed over the previous year. This condensed two-day program presents a variety of topics for Advisors, and provides tools to help them protect their clients and recognize possible liabilities.
Click Here to View Agenda
Monday, July 23rd
12:00 Registration
12:30 - 5:10 General Sessions; Topics to Include:
A New Way to Attract Business Owners
America's New Gold Rush: Working with Affluent Foreign Nationals
Your Client Will Run Out of Money Without Proper Distribution Planning
Understanding the Liabilities for Business Owners as Fiduciaries
Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment
Property, and those “Other Investment Classes”
6:00 – 9:00 Poolside BBQ
Tuesday, July 24th
7:30 - 8:00 Breakfast and registration
8:00 - 4:00 General Sessions; Topics to include:
Captive Insurance Companies – Opportunities and Hazards
Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Secrets from the Boardroom? Trusts & Public Mutual Funds
Realities and Benefits of Using Alaska Trusts
Social Media - Creating Your Online Presence and Keeping Compliant?
Afternoon of Marketing with Mark Merenda
Cost: $200.00