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  • The Big 10 Questions Every Client is Thinking About

    $25.00

    You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”

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

    Presented by Max Bolka and Shelley Lightfoot, Executive Director

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  • Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!

    $25.00

    We make mistakes – lots of them.  But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends.  Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.

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

    Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director

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  • Do We Really Need to Talk About It?

    $25.00

    It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears.  It is no wonder we have a hard time reaching consensus, feeling heard, and taking action …  In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.

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

    Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS

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  • Financial Planning

    PolicyLogix for Business Owners

    $25.00

    There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored! This environment creates a breeding ground for missed wealth-creation opportunities, redundancy or omissions in risk management, nonexistent or obsolete succession planning, and lack of active management of existing insurance policies – thus creating big risk for the business owner and his or her family. Learn how to develop a Best Practices insurance risk management process that will also help you attract more clients.

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

    Presented by Lori Messina, Esq. and Mike Rodman, CFP®

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  • How Charitable Strategies Enhance Estates – 2014

    $25.00

    Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

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

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

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  • Business Owners & Planning

    Business Buy-Sell 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.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

    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
    • Develop a Contingency Plan
    • Implementation

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

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

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  • Elder Care Planning

    We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation

    $25.00

    Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.

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

    Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.

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  • Related Industry and Topics

    Wealthy Clients and Their Children Get in Trouble Too

    $25.00

    What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family. That will cross-over into Alisha’s concentration in the mental and physical health of those families confronted with addiction.

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

    Presented by Richard Katzman, Esq.

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every  business  owner  needs  to  plan  with  the  end  in  mind  as  to  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.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP

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  • Financial Planning

    Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies

    $25.00

    Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies.  We will further discuss:  The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.

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

    Presented by Ryan Hyslop, AMSS

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  • Estate Planning

    Heritage Planning – The Third Element to Multi-Generational Planning

    $25.00

    John  will  share  the  elements  of  Heritage  Planning –  those  things  that  are  needed  to  sustain  family  wealth  and  unity across generations.  The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations.  Heritage Planning allows them to pass “who they are” to future generations.    Heritage  Planning  does  not  compete  with  Estate  and  Financial  Planning  – rather,  it  is  the  next  element needed to prepare the family and get them working together to stay together for multiple generations.

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

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

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  • Financial Planning

    Trusts and Homeowners Insurance – Avoid the Train Wreck

    $25.00

    Financial planning can create large assets that, if insured improperly, may not last long… “We placed the client’s home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so?  Most insurance companies are the same, right?  A caretaker moved in to take care of our client’s mother, but what happens if they get hurt on the job?  We’re fully covered, right?”  Joe and Mindy will answer these questions and fill you in on other common mistakes that occur when financial changes are made, but not reviewed with the “other” insurance broker.  We will provide Property & Casualty Insurance Review basics with enough knowledge to be dangerous.

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

    Presented by Joe Deutsch and Mindy Cagan-Joslin

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  • Kicking Off the New Year with a Plan to Increase Revenue

    $25.00

    Setting  the  stage  for  rapport  in  larger  business  events,  cocktail  conversations,  private  social  events,  and  first  business  meetings  often  leads  to  larger  engagements.    Join  Joe  and  Shelley  for  a  discussion  about  techniques  you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community.  Learn how you can deliver a consistent and effective message during all those conversations and presentations so they lead to larger engagements with your favorite type of clients.

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

    Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

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  • Business Owners & Planning

    Begin with the End in Mind – Do You Have the Right Entity Structure?

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

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

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  • Business Owners & Planning

    Choosing to See Behind Business Realities

    $25.00

    Many business owners strive to reach the stage of business where they are only as involved as they enjoy.  Joe and Barry will share a process to help you attract business owner clients by helping them see behind the business realities.  No matter what the driving issue, business owners and their teams often spend hours of effort addressing the symptom to only have to do it all over again…and again…and again. We believe that expanding perspective creates new possibilities and revitalizes new opportunities, information, and courses of action. Consider the opportunities for your clients’ businesses – as well as your own!

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

    Presented by Joe Strazzeri, Esq. and Barry Waxler, The Founders Group

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  • Business Owners & Planning

    Under-Utilized Tools for Today’s Business Succession Planning Needs

    $25.00

    Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.

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

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

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  • Questions About End-of-Year Client Wealth Planning

    $25.00

    Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

    (Purchase of this product includes the Audio Recording of this presentation.)

    Presented by Joseph J. Strazzeri, Esq.

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  • Post-Election After Shock – Standard Registration

    $1,700.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    The Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

    For more information, please visit www.2016AfterShock.com

     

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  • Post-Election After Shock – Members Registration

    $1,500.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

     

    For more information, please visit www.2016AfterShock.com

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  • Business Owners & Planning

    Be A Hero 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 to fit you client’s objectives, and methods to maximize after-tax cash.

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

    Presented by Channing Hamlet and Greg Banner, President

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  • Business Owners & Planning

    Handling the Sale of a Business

    $25.00

    Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.

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

    Presented by Freddy Garmo & Alex Matuk

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  • Long Term Care – Where We’ve Been, Where We Are, and Where We’re Going

    $25.00

    Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning — it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.

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

    Presented by Trey Fairman, J.D., LL.M & Teri A. Olsen, President, LTC Expert

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  • Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity

    $25.00

    All of our clients own real estate — from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search of wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.

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

    Presented by Ryan Ponsford & Freddy Garmo, Esq.

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  • Estate Settlement

    Trustee Training – Rights and Responsibilities – Kim and Steve

    $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 an Audio recording and a PDF copy of the presentation.)

    Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.

    Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’

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