Showing 49–72 of 263 results

  • The Gathering 2018 – How to be a Business Influencer – Your Pathway to Motivation

    $25.00

    Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.

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

    Presented by Dean DeLisle and Shelley Lightfoot

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Add to cart
  • The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s

    $25.00

    What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?

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

    Presented by Anne Rosevear, Esq. and Lauren Derstine Humphrey, JD

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Add to cart
  • Elder Care Planning

    Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

    $25.00

    Effective planning is as much or more about preserving family relationships as it is about preserving family assets.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.  Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.

    (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 Brooke Jensen, Esq.

    Add to cart
  • Related Industry and Topics

    Immigration for Business Owners, Real Estate Owners, and Family Members

    $25.00

    Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.

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

    Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

    Add to cart
  • Financial Planning

    Prefunding Your Final Expense Planning

    $25.00

    Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended. Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!

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

    Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent

    Add to cart
  • 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.

    Add to cart
  • Business Owners & Planning

    Family Businesses: Where Are you Going and How Will You Get There?

    $25.00

    One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.

    (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, CEVAQ, SBA, CMEA and Jeffrey Kates

    Add to cart
  • Elder Care Planning

    3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning

    $25.00 $0.00

    Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.

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

    Presented by Martha Rańōn, Southern Caregiver Resource Center and Scott Stewart, Esq.

    Add to cart
  • Tax Planning

    Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket

    $25.00

    Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.

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

    Presented by Michael Shafer, CPA and Keith Troutman, CPA

    Add to cart
  • Business Owners & Planning

    Asset Protection: Castles, Moats, and Alligators

    $25.00

    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.

    Add to cart
  • 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.

     

    Add to cart
  • 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.

    Add to cart
  • 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.

    Add to cart
  • 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.

    Add to cart
  • 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.

    Add to cart
  • 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

     

     

    Add to cart
  • 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.

    Add to cart
  • 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

    Add to cart
  • 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

    Add to cart
  • 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

    Add to cart
  • 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.

    Add to cart
  • 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

    Add to cart
  • 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.

    Add to cart
  • 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

    Add to cart
1 2 3 4 5 6 9 10 11