Past Events | Upcoming Events

Feb
21
Thu
The Gathering 2019 – Two Day Event @ Marriott - Del Mar
Feb 21 @ 8:00 am – Feb 22 @ 5:00 pm

Thursday, February 21, 2019
General Topic: Estate Planning

Friday, February 22, 2019
General Topic: Business Planning

The cost for this 2-day event is $420.

Click Here to View the Gathering 2019 Page

If you prefer to only attend one of the two days, the fee is  $260 per day.  Please select the button below that represents which day(s) you would like to attend.

 

 

Let’s Talk Seniors Lecture Series Bonita – Senior Living Options @ Chula Vista Golf Course
Feb 21 @ 1:00 pm – 3:00 pm

We are committed to carrying out this important and timeless value to ‘Honor Your Father & Mother’ (Ephesians 6:2) by happily assisting our seniors with the different housing transitions in their golden years. We are dedicated to being a trusted resource in the community for seniors and their families.

Please join us on Thursday, February 21 for “Senior Living Options”

Independent living options, assisted living options, and continuing care communities. Learn the facts about the many types of retirement communities available in the area and the questions you should be asking when considering your options. This is the perfect place to educate yourself so that you can make the right decisions for your and your family.

Feb
23
Sat
St. Paul’s Educational Series – Planning Ahead @ St. Paul's Manor
Feb 23 @ 9:00 am – 12:00 pm

As we age or experience our parent’s aging, we hear terms we don’t understand, and we seek services that are confusing to us. St. Paul’s is here to make life’s aging journey less stressful through our new St. Paul’s Educational Series, “Plan for Tomorrow, Today.” We will host several educational events throughout 2019 with experts within the senior care industry. Each event will address your most asked questions and include guidance from some of San Diego’s most knowledgeable people in senior care to help you make this journey with confidence. View our event schedule at  https://www.stpaulseniors.org/event/planning-ahead/ for more information

Planning Ahead – February 23 from 9:00 AM – 12:00 PM

  • Introduction and Levels of Care Options
  • The Challenges of Aging
  • The Five Essential Documents Everyone Should Have Handy
  • Having a Conversation With Your Loved One About Planning Ahead
Feb
26
Tue
Let’s Talk Seniors Lecture Series Del Mar – Senior Living Options @ Berkshire Hathaway HomeServices California Properties
Feb 26 @ 10:00 am – 12:00 pm

We are committed to carrying out this important and timeless value to ‘Honor Your Father & Mother’ (Ephesians 6:2) by happily assisting our seniors with the different housing transitions in their golden years. We are dedicated to being a trusted resource in the community for seniors and their families.

Please join us on Tuesday, February 26 for “Senior Living Options”

Independent living options, assisted living options, and continuing care communities. Learn the facts about the many types of retirement communities available in the area and the questions you should be asking when considering your options. This is the perfect place to educate yourself so that you can make the right decisions for your and your family.

Feb
28
Thu
Thursday Insights February 28 – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA @ The Southern California Institute
Feb 28 @ 2:30 pm – 4:00 pm

February 28, 2019 – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business has the complication of whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.

 

Mar
7
Thu
Business Planning Community Insights – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow @ Southern California Institute
Mar 7 @ 9:00 am – 10:30 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:

Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. 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, asset protection, finance, operations, sales and marketing, human resources, culture, and crisis management.

Estate Planning Community Insights – Benefits Planning – Understanding the Options You’re Entitled To @ Southern California Institute
Mar 7 @ 12:00 pm – 1:30 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:

Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, 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.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

Thursday Insights March 7 – Hospice Misconceptions and Challenges Associated with End of Life; Presented by Julie Owens, RN, DCS and Julia Struntz, Community Outreach at Hospice of the South Coast @ The Southern California Institute
Mar 7 @ 2:30 pm – 4:00 pm

March 7, 2019 – Hospice Misconceptions and Challenges Associated with End of Life; Presented by Julie Owens, RN, DCS and Julia Struntz, Community Outreach at Hospice of the South Coast

Hospice care is often misunderstood as a resource only available in the last few days of life.  Julie and Julia will share all the who, what, when, and where’s of hospice care – understand and share with your clients the full benefits of using a hospice group and the value of talking with loved ones about end of life wishes before a crisis hits. 

Mar
14
Thu
EPI LA Chapter Meeting @ Jewish Community Foundation
Mar 14 @ 7:30 am – 9:30 am

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.

 

EPI OC Chapter Meeting @ Maggiano’s South Coast Plaza
Mar 14 @ 2:30 pm – 4:00 pm

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.

 

SCI Spring Mixer – A St. Patrick’s Day Celebration @ The Southern California Institute
Mar 14 @ 2:30 pm – 4:30 pm

SCI Spring Mixer – A St. Patrick’s Day Celebration

While we often come together for education and collegiality, let’s take this opportunity to just enjoy each other’s company and celebrate St. Patrick’s Day – a couple days early.  The Southern California Institute invites you to learn interesting facts about Saint Patrick’s Day, sample spirited Irish drinks, and taste traditional Irish eats! Register at www.ThursdayInsights.com.

Mar
21
Thu
Let’s Talk Seniors Lecture Series Bonita – Aging in Place @ Chula Vista Golf Course
Mar 21 @ 1:00 pm – 3:00 pm

We are committed to carrying out this important and timeless value to ‘Honor Your Father & Mother’ (Ephesians 6:2) by happily assisting our seniors with the different housing transitions in their golden years. We are dedicated to being a trusted resource in the community for seniors and their families.

Please join us on Thursday, March 21 for “Aging in Place”

Thursday Insights March 21 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, Esq. @ The Southern California Institute
Mar 21 @ 2:30 pm – 4:00 pm

March 21, 2019 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, 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.  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.

 

Mar
28
Thu
Thursday Insights March 28 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq. @ The Southern California Institute
Mar 28 @ 2:30 pm – 4:00 pm

March 28, 2019 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

Join Joe and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment.  They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.

 

Apr
4
Thu
Business Planning Community Insights – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom @ Southern California Institute
Apr 4 @ 9:00 am – 10:30 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:

The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business includes a complicated set of decisions such as whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.

Estate Planning Community Insights – Taking the Handcuffs Off the Surviving Spouse @ Southern California Institute
Apr 4 @ 12:00 pm – 1:30 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:

Taking the Handcuffs Off the Surviving Spouse; presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.

For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection).  Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about.  Join Joe and Scott for a discussion on B trusts and AB Trusts – are they still the best option, and if not, what can/should you do about it?

Thursday Insights April 4 – Social Security: Your Questions Answered; Presented by Ryan Hyslop, CFP @ The Southern California Institute
Apr 4 @ 2:30 pm – 4:00 pm

April 4, 2019 – Social Security: Your Questions Answered; Presented by Ryan Hyslop, CFP

Ryan will lead an interactive discussion regarding the following questions about social security:  Will SS be there for me in retirement? How can I maximize my SS benefit? When should I take SS? What are survivor and spousal benefits and who is eligible? What is the Windfall Elimination Period and the Government Pension Offset? How do I coordinate SS with my other retirement benefits (pension, qualified plan, etc.)? Learn how to answer these questions for your clients and yourself.

 

Apr
11
Thu
Thursday Insights April 11 – How Charitable Strategies Enhance Estates; Presented by Zaira Espinoza, Financial Advisor and Monica Kramer, Vice President @ The Southern California Institute
Apr 11 @ 2:30 pm – 4:00 pm

April 11, 2019 – How Charitable Strategies Enhance Estates; Presented by Zaira Espinoza, Financial Advisor and Monica Szakos Cramer, Vice President

Wealthy families cannot leave 100% of their estates to their children and grandchildren, without the proper planning, because the estate and the gift transfer tax system intervene. This presentation will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

Apr
18
Thu
Let’s Talk Seniors Lecture Series Bonita – How to Pay for Senior Living @ Chula Vista Golf Course
Apr 18 @ 1:00 pm – 3:00 pm

We are committed to carrying out this important and timeless value to ‘Honor Your Father & Mother’ (Ephesians 6:2) by happily assisting our seniors with the different housing transitions in their golden years. We are dedicated to being a trusted resource in the community for seniors and their families.

Please join us on Thursday, April 18 for “How to Pay for Senior Living”

Thursday Insights April 18 – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; Presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA @ The Southern California Institute
Apr 18 @ 2:30 pm – 4:00 pm

April 18, 2019 – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; Presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. 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.