Showing 1–24 of 207 results

  • Business Owners & Planning

    Asset Protection: Castles, Moats, and Alligators

    $25.00 $0.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session also will cover different asset protection planning levels, ranging from domestic to offshore planning.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Greg Banner, CFP®, CLU®, CRTP and Alex Matuk, Esq.

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  • Why SCI

    The Gathering 2018

    $420.00

    The Gathering

    Networking, Learning, and Advice

    The Gathering 2018

    Thursday, February 22nd and Friday, February 23rd

    The Westin San Diego Gaslamp Quarter

    91011966 El Camino Real
    San Diego, CA 92101

     

    Visit www.Gathering2018.com for details and updates.

    Holiday Special – BOGOHO Ho ho ho!
    Buy One Get One Half Off
    Offer ends January 1

    Sponsor-Exhibitor Application Coming Soon

    Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    Participation Fee:
    The Gathering – $420
    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    The Westin San Diego Gaslamp Quarter
    910 Broadway Circle
    San Diego, CA 92101

    Use this link to receive the Special Room Rate of $209.

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  • Advisor in Wealth Strategies Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Advisor in Wealth Strategies (AWS) May 2018

    Increase Your Technical Knowledge

    The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical knowledge.

    AWS serves as a pre-requisite for the LWS Program.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Application completion is required before attending first session.

     

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  • Advisor in Wealth Strategies Advisor Program May 2018

    $4,500.00

    Increase Your Technical Knowledge

    The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical knowledge.

    AWS serves as a pre-requisite for the LWS Program.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Application completion is required before attending first session.  Application will be provided via email when purchase is made.

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  • Laureate in Wealth Strategies (LWS) Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Laureate in Wealth Strategies (LWS) May 2018

    (Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)

          Improve Your Quiet Confidence

    The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • Laureate in Wealth Strategies (LWS) Program – May 2018

    $4,500.00

          Improve Your Quiet Confidence

    The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Participants must have completed the pre-requisite Advisor in Wealth Strategies program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • Elder Care Planning

    VA Aid and Attendance – Who, What, When, and How

    $25.00

    It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Scott will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more..

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq.

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  • Financial Planning

    Financial and Estate Strategies for the Large IRA

    $25.00

    Do you know what kills more large IRA accounts than anything else? Admiration! – Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income tax and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by John Jenkins AEP, EA, CFP® and, Monica Szakos Cramer, Financial Advisor

     

     

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  • Business Owners & Planning

    Engaging Closely Held Businesses – Value Creation and Transitions

    $25.00 $0.00

    Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself.  The topic has been overly generalized and prematurely narrowed: keep versus sell.  Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want.  Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business.  The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.

    *PLEASE NOTE: The Audio and Video for this product is being prepared for delivery.  You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.

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  • Financial Planning

    P&C Contracts – Have You Read the Fine Print?

    $25.00

    Most people do not consider the importance of truly understanding your property and casualty insurance coverage.  When it comes to protecting your client’s assets and providing a comprehensive financial plan, it is absolutely imperative to have a conversation about things like home extended liability, landlord liability, identity theft, water damage, and umbrella policies.  Join Lauren and Mark as they share some simple tricks of the trade that can help you be the hero for your clients.  Find out what that humongous contract we all sign really says (or doesn’t say).  

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Lauren Bottger

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  • The 4 Essential Elements Your Future Practice Needs to Survive and Excel

    $0.00

    Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

    Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

    (Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)

    Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot

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  • Elder Care Planning

    Choosing a Care Setting for a Loved One with Dementia

    $25.00

    When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option.  Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them.  Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Lisa Tyburski and Scott Tarde, Glenner Center

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  • Estate Settlement

    Trustee Training: Rights and Responsibilities

    $25.00

    A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Stephen Mancini, Esq. and Brooke Jensen, Esq.

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  • Elder Care Planning

    Honoring Life; Offering Hope, Music

    $25.00

    Seasons Hospice will provide a presentation on the many services available in end of life care, including Music Therapy. These services are usually available much earlier than most patients and families realize. The common misconception is that hospice comes in during the last weeks or days, when in fact the support is usually available much sooner and provides 24/7 response and interdisciplinary support. Music Therapy is a clinical discipline used in hospice that in addition to lovely music, provides interventions for pain management, respiratory distress, emotional and spiritual support.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Michelle Tiernan, Community Educator and Christine Gallagher, Music Therapist

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  • Business Owners & Planning

    Asset Protection of the Business Owner

    $25.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Stephanie Downer, Esq. and Alejandro Matuk, Esq.

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  • Business Owners & Planning

    Facilitating Valuations and Assessments

    $25.00

    Where are you now? Evaluate the Current State of the business using a true valuations process conducted by credentialed professionals. This offers the business owner a realistic picture of their company’s value from a buyer’s perspective – including assessments in two distinct areas: attractiveness and readiness. Help your business owners become poised to transition from a Wisdom-driven Business to a Value-driven Business.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot, Executive Director

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  • Elder Care Planning

    Crisis Planning – What to do when the Worst Case Scenario Happens

    $25.00

    Surprisingly, there are still options available to help even in the midst of a healthcare crisis. Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation. Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart., Esq. and Alexis Bastedo, Esq.

     

     

     

     

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  • LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes

    $25.00

    In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep! Dean and Shelley will cover specific techniques to immediately use after leaving the class:
    • Find business owners in your target market
    • Attract new referrals from your network
    • Learn how to be effective in just a few minutes online

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Dean DeLisle, Forward Progress and Shelley Lightfoot, Executive Director

     

     

     

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  • Financial Planning

    The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-returns risk”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.

    Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving spouse.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by John L. Jenkins and Monica Cramer

     

     

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  • Elder Care Planning

    The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers

    $25.00

    We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

    Join us for this very special session where you can participate in a 30 minute “Virtual Dementia Tour.” Experience the overwhelming effects of trying to perform everyday tasks for a person living with memory loss. Unlike other virtual dementia tours, this comprehensive tour encompasses tasks and exercises that are essential for professionals and caregivers to experience. *Must register to participate (limited to the first 18 registrants)*
    We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Rick Topete and Ashlea Rose with Silverado

     

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  • Are Your Referable? – The Practice Experience

    $25.00

    We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Shelley Lightfoot, Executive Director & Stephanie Downer, Esq.

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  • Elder Care Planning

    Mental Health 101 – Special Needs Protection

    $25.00

    Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.

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  • Business Owners & Planning

    Important Considerations In the Sale of Your Client’s Business

    $25.00

    As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.

    (Purchase of this product will include a Video recording and a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director

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  • Don’t be Stuck in the “Wait and See” Trap!

    $25.00

    Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration.  Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

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