Past Events | Upcoming Events

Jan
18
Thu
Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA @ The Southern California Institute
Jan 18 @ 2:30 pm – 4:00 pm

January 18, 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA

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.

 

EPI Los Angeles Chapter New Year’s Mixer @ Westwood Room at Westside Tavern
Jan 18 @ 6:00 pm – 8:00 pm

Greater Los Angeles EPI Chapter New Year’s Mixer

We hope you can join us for an evening of networking, drinks and appetizers in
the Westwood Room at Westside Tavern at the Greater LA EPI New Year’s Mixer.

Date/Time: Thursday, January 18, 2017 | 6:00 – 8:00 pm

Location: Westside Tavern

10850 West Pico Blvd., Los Angeles, CA 90064

$30 for pre-registration and $40 for walk-ins
Cost includes appetizers and two drinks per person

Jan
24
Wed
Get Your $#!+ Together Session 3 @ LivHome
Jan 24 @ 9:00 am – 11:00 am

MSSM – Your Item of Value to kick off the New Year!

“Get Your $#!+ Together and Practice What You Preach!”

Let’s begin 2018 by holding ourselves accountable! Come to this FREE interactive workshop and walk away with your Advance Health Care Directive completed! An attorney will be provided at no charge to answer all of your questions. We will have a chance to discuss the 5 Essential Documents you AND your clients should have.

This workshop will be available on three Wednesdays, so you can choose which meeting will for your schedule. Take advantage of this item of value during our normal MSSM time! Begin the New Year 2018 with this important personal accomplishment for your family, and your will be an important asset of knowledge for your clients.

 

Jan
25
Thu
Senior Connections Lunch – With Interfaith Community Services @ Palomar West MHP
Jan 25 @ 12:00 pm – 1:30 pm

Senior Connections Lunch presented by Interfaith Community Services.

Scott Stewart will be presenting on Long Term Care Planning

A food truck will be in attendance, where lunch can be purchased for a few dollars.

Interfaith provides a nutrition and supportive services outreach program that brings meals on-site to low-income seniors at 5 locations. These lunches are held with 5 objectives:

  1. To create a welcoming environment
  2. To provide a social event for the attendees
  3. To serve nutritious lunches at reasonable costs
  4. To provide an accompanying program of specific interest to the lunch attendees
  5. To get seniors out of the isolation of their home
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning; Presented by Scott Stewart, Esq. and Martha Rańōn, Southern Caregiver Resource Center @ The Southern California Institute
Jan 25 @ 2:30 pm – 4:00 pm

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning; Presented by Scott Stewart, Esq. and Martha Rańōn, Southern Caregiver Resource Center 

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 bear 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.

Jan
26
Fri
V.A. Aid and Attendance – Presented by Scott Stewart @ Fallbrook Church of Christ
Jan 26 @ 10:00 am – 11:30 am

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.

Feb
1
Thu
February Community Insights – The Founders Group @ San Diego Marriot Del Mar
Feb 1 @ 8:30 am – 10:00 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Family Businesses:  Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t KnowPresented by Melisa Silverman and Jeffrey Kates

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

Family Businesses: Where Are You Going and How Will You Get There?; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA @ The Southern California Institute
Feb 1 @ 2:30 pm – 4:00 pm

Family Businesses:  Where Are You Going and How Will You Get There?; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA

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.

February Community Insights – California Estate and Elder Law @ San Diego Marriot Del Mar
Feb 1 @ 2:30 pm – 4:00 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Why Most Estate Plans Fail – When the Diagnosis is Dementia – Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.

Feb
8
Thu
February EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Feb 8 @ 7:30 am – 9:30 am

How to Rock Your Personal Brand – the Start of Your Influence Presented by Dean DeLisle, Founder and CEO of Forward Progress

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: February 8, 2018 / 7:30 – 9:30 am

Summary:
If you have ever received a referral for new business, you know how critical your
online personal brand can be. People are only one click away from choosing you
or moving on, many times you will never know.

As Advisors, it’s too easy to look like the other company. How do you differentiate
yourself, how do you create your persona, your story, how can people tell you
apart from the competition, build trust and select you over all others?

In this session you will be guided through a proven eight step process used to take
professionals and build them into known thought leaders, business influencers,
top producers and paid national speakers.

Learn from the best who have built thousands of profiles and even more learn
how to get their personal brand known. Dean DeLisle and the Social Jack™ Team
have put together a quick easy to follow recipe to get on the right track and make
sure that people click on you when making that critical choice for a professional.

Learning Objectives

  • How to build your brand
  • The critical elements of social media
  • Where to make updates quickly
  • Best practices to beat out the competition

Presenter: Dean DeLisle, Founder and CEO of Forward Progress

As Founder and CEO of Forward Progress, Dean leads his core team to provide digital
influencer marketing solutions, serving over 2,000 corporate clients for the past 15
years. In 2012 Dean created and released a Social “Team Based” Education platform
known as Social Jack™, and they have successfully trained over 100,000 professionals
on Social Selling and B2B Influencer Marketing. Their curriculum is used globally by
Fortune 500 companies, Associations, Conferences and Universities to instill best
practices related to the effective use of social networks. Dean enjoys time with his family,
and yes, some of that family time is spent in the dōjō: Dean and his son are both 3rd degree
black belts in Mixed Martial Arts. He and his family also enjoy supporting community
theater.

Fox Rothschild Fiduciary Summit @ Bacara Resort &Spa
Feb 8 @ 8:00 am – Feb 10 @ 5:00 pm

Administering assets in a compliant, yet sensible way is a challenge faced by fiduciaries and attorneys alike. For example, the complexities an adviser administering a trust with a farm or vineyard faces are different than those related to an apartment building or even intellectual property – such as a music library or collection of artistic works – but they share the need for sophisticated and nuanced management.

The 2018 Fox Rothschild Fiduciary Attorney Summit focuses its curriculum on these very topics that can prove vexing to the unknowing. This year’s team of presenters has experience administering trusts and estates with significant tangible and intangible property. Our agenda will offer necessary tools to help advisers encountering conventional and unusual types of property in administrations. Up to 15 hours of Professional Fiduciaries Bureau Continuing Education Credit will be applied for. CLE credit information will be available once the agenda has been finalized.

Thursday Insights: Pre-Empted for the 2018 Fiduciary Attorney Summit in Lake Tahoe
Feb 8 @ 2:30 pm – 4:00 pm

Don’t miss the most important fiduciary attorney educational and recreational event of the year hosted by Peter Myers, Esq. and Sean Kenny, Esq. of Fox Rothschild LLP. Visit www.FiduciaryAttorneySummit.com to register or for more information

Feb
15
Thu
Prefunding Your Final Expense Planning: A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent @ The Southern California Institute
Feb 15 @ 2:30 pm – 4:00 pm

February 15, 2018 – Prefunding Your Final Expense Planning:  A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent

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!

Feb
22
Thu
The Gathering 2018 @ Westin Gaslamp Quarter
Feb 22 @ 7:30 am – Feb 23 @ 6:00 pm

The Gathering

Networking, Learning, and Advice

 The Gathering 2018

Thursday, February 22nd and Friday, February 23rd

Westin Gaslamp Quarter

910 Broadway Circle
San Diego, CA 92101

(619)239-2200
Special Room of $209 available to Gathering Registrants.

Visit Gathering2018.com for details and updates

Sponsor-Exhibitor Application

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:

 

Westin San Diego Gaslamp Quarter

910 Broadway Circle
San Diego, CA 92101

(619)239-2200

Feb
23
Fri
Thursday Insights: Pre-Empted for The Gathering 2018
Feb 23 @ 2:30 pm – 4:00 pm

Please join us for our annual Gathering on February 22 & 23 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. Visit www.Gathering2018.com for more information or to register

Mar
1
Thu
March Community Insights – The Founders Group @ San Diego Marriot La Jolla
Mar 1 @ 8:30 am – 10:00 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Family Businesses:  Where Are You Going and How Will You Get There?; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot

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.

Immigration for Business Owners, Real Estate Owners, and Family Members; presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq. @ The Southern California Institute
Mar 1 @ 2:30 pm – 4:00 pm

Immigration for Business Owners, Real Estate Owners, and Family Members; presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

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.

March Community Insights – California Estate and Elder Law @ San Diego Marriot La Jolla
Mar 1 @ 2:30 pm – 4:00 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning  – Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

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.

Mar
8
Thu
March EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Mar 8 @ 7:30 am – 9:30 am

Family and Wealth Sustainability: Integrating Family Values with Wealth Planning For a Lasting LegacyPresented by Kevin Rogers, Managing Director, BNY Mellon Wealth Management

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA

Date/Time: Thursday March 8, 2018 @ 7:30AM

Summary:
In this workshop, Kevin Rogers, Managing Director for BNY Mellon Wealth Management, will
help answer the question “how do you prepare the family for the money?” Kevin will examine
the potential issues around wealth transfer and explore potential solutions. He will explain how
overcoming family dynamics and communication challenges will help to foster family
continuity, harmony and increased multigenerational wealth.
The presentation is designed to provide very helpful, practical ideas on how to interact with the
family in a climate of changing resources. The “Five Step Process to Healthy Family
Governance” (described in the presentation), will give you a method to confidently establish
processes within the family.
Learning Objectives

  • Differentiating between family wealth and family values
  • Properly identify common challenges faced by the family
  • Develop a plan to transfer wealth with balance towards generational differences
  • “Five Step Process to Healthy Family”

Presenter: Kevin Rogers, Managing Director, BNY Mellon Wealth Management
Kevin Rogers is a managing director for BNY Mellon Wealth Management. In this role, he
provides investment advice to individuals and families by creating tailored wealth management
solutions to meet their investment, trust & estate, wealth planning and private banking needs.

Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options; Presented by Scott Stewart, Esq. and Brooke Jensen, Esq. @ The Southern California Institute
Mar 8 @ 2:30 pm – 4:00 pm

Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options; Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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.