Showing 121–144 of 270 results

  • Elder Care Planning

    Beyond Resistance: Effective Strategies For Overcoming Resistance

    $25.00

    Working with older adults offers many benefits, but it can also involve challenges and frustrations such as: physical limitations, cognitive impairments, changes in environment, loss of independence, as well as many others. As professionals attempt to alleviate or reduce the challenges that affect older adults by suggesting changes and solutions, resistance to change is often exhibited. While this is a normal response – how we deal with and attempt to resolve this resistance is the key element. You will learn about the roots of resistance in the elderly population – why are they resistant, what causes resistance – and how to overcome it. By acknowledging and learning to understand the reasons behind resistance, we can learn effective strategies and techniques to help our patients/clients improve their quality of life and well-being.

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

    Presented by Amy Burfitt, Elder Care Consultant, LivHOME, Inc. and Shelley Lightfoot, Executive Director

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  • Business Owners & Planning

    Business Buy/Sell and Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter. Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
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  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.

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  • Asset Protection

    Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets

    $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.

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  • Laureate in Wealth Strategies Program November 2017

    $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.

    Program Dates: Tuesday, November 7 – Saturday, November 11, 2017

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

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  • Collaboration

    How to Build an Effective Multi-Disciplinary Team

    $25.00

    In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group

     

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  • Long Term Care Book

    Long Term Care Planning Book

    $9.99 $0.00

    Many Californians are concerned about the “new” changes to the Medi-Cal program. They have heard all sorts of things about those changes, some fact and many fiction. Many Californians believe that it is now virtually impossible to get the benefits that they are entitled to receive. For many Californians this could not be further from the truth. Not only do these benefits continue to exist but more people than ever can qualify for help.

    This Book should answer any questions you have while dealing with elder care. 

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  • Estate Planning

    Brain Injury and Special Needs Trusts

    $25.00

    Queen 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. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn 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.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by: Queen Mateo and Scott Stewart

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  • Estate Settlement

    How to Avoid Conflict Before Estate Settlement

    $25.00

    A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the 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 addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq.

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Elder Care Planning

    The Biggest Boogie Man for Baby Boomers and Beyond

    $25.00

    When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living.  And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death.  Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care.  How will they pay for it and not leave the well-spouse impoverished?  Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.

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  • Related Industry and Topics

    P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense

    $25.00

    Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent

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  • Elder Care Planning

    The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning

    $25.00

    Years ago, helping clients navigate senior care wasn’t so complicated.  Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming.  Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq.

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  • Estate Planning

    The Bucket Plan®

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. 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 purpose.

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

    Presented by John L. Jenkins, AEP, EA, CFP®

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  • Business Owners & Planning

    The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)

    $25.00

    Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking.  Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.

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

    Presented by Eve Nasby and Matt Brogdon, PRC

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  • Financial Planning

    Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance

    $25.00

    A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.

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

    Presented by Justin Smith and Amanda Eldridge, CLU, ChFC

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  • Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?

    $25.00

    Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.

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

    Presented by Peter Myers, Esq. and Sean Kinney, Esq.

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  • Financial Planning

    Insurance Bootcamp Fast Start Workshop

    $25.00

    From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.

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

    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

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  • Asset Protection

    Making Asset Protection Less Complicated and Better for the Client

    $25.00

    So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.

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

    Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.

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  • Tax Planning

    Tax Free Investing and Retirement

    $25.00

    Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.

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

    Presented by Scott Gunderson, J.D. and Greg Crawford, CFP

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  • Business Owners & Planning

    The Legacy Conversation: A Powerful Way to Deepen Your Connection to Clients and Prospects

    $25.00

    How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.

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

    Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.

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  • Dealing with Real Estate in a Contested Matter – Before and After Death

    $25.00

    Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.

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

    Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.

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  • Elder Care Planning

    Planning for the 4th Quarter of Your Client’s Life

    $25.00 $0.00

    Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th  Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.

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

    Presented by Valerie Peterson, JD and Scott Stewart, Esq.

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  • How to Turn Opportunity Into Revenue

    $25.00

    Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.

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

    Presented by Randy Fox and Lee Hoffman

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