Past Events | Upcoming Events

Sep
20
Thu
Let’s Talk Seniors Lecture Series – Probate for Property Owners @ Bonita Library
Sep 20 @ 1:00 pm – 3:00 pm

Brooke Jensen, Esq. will be on a panel with other professionals in the area to discuss Property Owners should handle the probate process. Place is limited; please RSVP online at http://events.letstalkseniors.us/

The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore @ The Southern California Institute
Sep 20 @ 2:30 pm – 4:00 pm

The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore; presented by Maureen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald

Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.

Sep
27
Thu
SCI Quarterly Mixer; 8th Annual “Margaritaville” @ The Southern California Institute
Sep 27 @ 2:30 pm – 4:30 pm

SCI Quarterly Mixer; 8th Annual “Margaritaville”

While we often come together for education and collegiality, let’s take this opportunity to just enjoy each other’s company. Send us your margarita recipes – we’ll taste them all and choose the top three to serve at the mixer along with some delicious south-of-the-border treats. Can your favorite beat last year’s winner?

Oct
4
Thu
Business Planning Community Insights – The Four Questions Every Business Owner Should Clearly Know the Answers To @ Southern California Institute
Oct 4 @ 9:30 am – 11:00 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:

The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party.  These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next?  Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions.  Leave with a plan, process, and how to accomplish it.

Thursday Insights – The Four Questions Every Business Owner Should Clearly Know the Answers To @ The Southern California Institute
Oct 4 @ 9:30 am – 11:00 am

PLEASE NOTE THE TIME CHANGE FOR THIS EVENT

The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq. 
Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party.  These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next?  Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions.  Leave with a plan, process, and how to accomplish it. 

 

Estate Planning Community Insights – Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones @ Southern California Institute
Oct 4 @ 3:30 pm – 5:00 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:

Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes.  Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia.  Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

Oct
9
Tue
LA EPI Business Owner’s Forum 2018 @ Pacific Palms Resort
Oct 9 @ 7:00 am – 11:30 am
Advisor Insights in Fallbrook @ Christ the King Church - Fireside Room
Oct 9 @ 12:00 pm – 1:30 pm

Advisor Insights are advisor round tables offered to estate, financial, business, real estate, long-term care planning advisors, as well as senior care providers. Advisor Insights are designed to introduce you to the various planning options that facilitate achieving your clients goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, June 12 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, August 14 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, October 9 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCA or call 760-723-7570

Oct
11
Thu
October EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Oct 11 @ 7:30 am – 9:30 am

Finding the Pot at the End of the Rainbow: Your Liquidity Event
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: October 11, 2018 / 7:30 – 9:30 am
Summary:
Hear from a Transactional Attorney and Investment Banker as they provide an overview of the state of the M&A Markets  oriented primarily to sales of privately held lower and middle market companies, including factors affecting these markets such as the economy, financing markets and tax changes. M&A transaction data for 2016 and 2017 will be presented.

The presenters will discuss trends in deal terms and common negotiating and closing issues in the context of a typical transaction structure from signing the letter intent through the closing.

Learning Objectives
In this panel discussion, you will learn:

  • Understanding the current state of the market for sales of middle market private companies
  • Learning of current trends and typical issues that affect deal terms and structures that might facilitate better seller preparation

Presenters: John O. Johnson, Managing Director and Founder of The Spartan Group, and Alan B. Spatz, shareholder of TroyGould PC.

Panelist Bios

John O. Johnson, The Spartan Group

John Johnson co-founded TSG and has over 25 years of Investment Banking experience covering public and private Technology, Industrial Growth and Business Services companies and completed over 300 transactions. Industry coverage has lead to Board memberships at SEMA and active engagement at ITSA. Prior to TSG, John was a Managing Director and co-founder of the West Coast Corporate Finance Group of Banc of America Securities.

John also co-founded General Finance Corporation, a public rental services company, as Chief Operating Officer in 2005 and led 14 acquisitions totaling nearly $400 million.

Alan B. Spatz; Troygould PC

Alan is a corporate lawyer with TroyGould PC in Century City. He advises public and private companies in mergers and acquisitions as well as private and public financings, strategic partnerships, licensing, employment contracts, marketing and distribution agreements and general corporate matters. He has represented numerous family owned and closely held businesses in their sale to financial buyers, such as private equity firms, and strategic corporate buyers.

Alan was a director of the Los Angeles Venture Association and is the immediate past President of that organization.

Since 1970, TroyGould has been a nationally and internationally recognized law firm for business. TroyGould’s corporate department has eleven shareholders averaging more than 25 years legal experience, and as a result the firm is one of the leading independent corporate law firms in Southern California. The attorneys in the corporate department have represented companies in several hundred M&A transactions, more than 100 SEC-registered public offerings and thousands of private placements. The firm’s contacts with investment bankers, financial institutions and other sources of capital are extensive, which are valuable to its clients looking to sell their business, acquire a business or raise capital.

In addition of corporate legal services, the firm has experienced a

EPI OC Chapter Board Meeting @ Cooper McManus
Oct 11 @ 2:30 pm – 4:00 pm
Trustee Training: Rights and Responsibilities @ The Southern California Institute
Oct 11 @ 2:30 pm – 4:00 pm

Trustee Training: Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

Oct
18
Thu
A Different Perspective for Women Towards Investing for Retirement @ The Southern California Institute
Oct 18 @ 2:30 pm – 4:00 pm

A Different Perspective for Women Towards Investing for Retirement; presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor

Many women may have 15 or more years before retirement. And because of that length of time, feel they have plenty of time before they need to begin thinking about their retirement, or setting some money aside for it. In addition, women encounter unique challenges that may interfere with their career. Consequently, they may end up with less workforce duration and fewer savings and lower social security savings. This presentation will give you insights as to how to help guide your female clients that may think about starting “tomorrow” with a different perspective and show you why guiding them to start today makes financial sense.

Oct
23
Tue
Advisor in Wealth Strategies (AWS) October 2018 @ The Southern California Institute
Oct 23 @ 8:00 am – Oct 27 @ 6:00 pm

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:

laurel_crown_1-2the difference and intricacies between wealth strategies advice and engagement;
laurel_crown_1-2product and strategy marketing;
laurel_crown_1-2practice management processes; and
laurel_crown_1-2technical knowledge.

AWS serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, October 23 – Saturday, October 27, 2018

Application completion is required before attending first session.

 

Laureate in Wealth Strategies (LWS) October 2018 @ The Southern California Institute
Oct 23 @ 8:00 am – Oct 27 @ 6:00 pm

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:

laurel_crown_1-2wealth strategies client partnering; benefit and process marketing;

laurel_crown_1-2advanced case management – process and protocols; and

laurel_crown_1-2integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

$4,500 Participation Fee

Program Dates: Tuesday, October 23 – Saturday, October 27, 2018

Participants must have completed the prerequisite Advisor in Wealth Strategies program before enrolling in this course.

 

Oct
25
Thu
Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs @ The Southern California Institute
Oct 25 all-day

Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs

The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.laureatecenter.com for more information or schedule a call with Nathalie to see if The Laureate is right for you.  858-200-1911

Nov
1
Thu
Business Planning Community Insights – The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition @ Southern California Institute
Nov 1 @ 9:30 am – 11:00 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:

The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner

A certified valuation uses more than just EBIDTA and a multiple to derive value.  For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability.  The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key.  Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.

Caregiving Through the Holidays @ The Southern California Institute
Nov 1 @ 2:30 pm – 4:00 pm

Caregiving Through the Holidays; presented by Martha Ranon, Director of Government & Community Affairs, Southern Caregiver Resource Center

The Holidays can be a stressful time of year for all of us, but it can be particularly stressful for those that are caring for a loved one with dementia or other disabilities. Join Martha as she shares ways your caregiver clients can prepare for the holidays as well as learn strategies to reduce stress related to holidays or special occasions, and to help make the holidays enjoyable for everyone

Estate Planning Community Insights – Trustee Training: Rights and Responsibilities @ Southern California Institute
Nov 1 @ 3:30 pm – 5:00 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:

Trustee Training:  Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations?  Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships.  The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

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

Death, Disability, Divorce and Termination: How will you and your business partner plan for the Unknown
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: November 8, 2018 / 7:30 – 9:30 am
Summary:Written terms for the orderly transition of business ownership interests are needed to address such events as (but not limited to) an owner’s retirement, incapacity or death. The terms of the agreement are between or among the shareholders, members or other types of equity owners of a corporation, LLC or other entity.
The terms of the agreement can specify conditions under which and to whom, and at what price an owner, partner, shareholder, etc. can or must sell his or her interest in a business.
This presentation will cover the scope of reasons for needing a buy-sell agreement, how it assists with owners’ estate planning and how obligations to buy out another owner are funded. Two case studies will be used to provide examples of considerations that need to be applied to
how a buy-sell agreement is structured, how it is funded and how the agreement is executed.

Learning Objectives
In this panel discussion, you will learn:

  • Gain an overall understanding of when and why a business needs a buy-sell agreement
  • Learn key issues that are addressed in a buy-sell agreement and the triggering events it defines
  • Learn about techniques for cost effectively providing funding to buy out a fellow owner
  • Understand the consequences for a business and for the owners when no buy-sell agreement is in place

Presenters: Peter Fischer, M&A Attorney at Sklar Kirsh and Kathleen Adams, CFP, CFBS at Mass Mutual Financial Group. Heath Goldman will moderate the panel discussion.

Panelist Bios

Peter Fischer, Partner with Sklar Kirsh LLP
Peter R. Fischer is a partner with Sklar Kirsh LLP and a member of the Firm’s real estate and corporate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, investors and lenders. Peter’s practice involves all aspects of the real estate industry, including acquisitions, dispositions, equity investments, syndications, fund formation, development, joint ventures, leasing, and financing (including Fannie Mae, Freddie Mac and EB-5 transactions), and he
routinely works on transactions involving multi-family, assisted living, construction, industrial, office, and raw land, as well as mobile homes and self-storage facilities.
In the corporate realm, Peter focuses on private, mid-market M&A matters, stock and asset transactions, fund formation, syndication, and private placements. Peter represents a broad range of companies, funds, investors, and entrepreneurs, and he also counsels his clients on crisis management, pre-litigation workouts, and investor, partnership, and shareholder disputes.

Kathleen Adams, CFP, CFBS, CLTC with Fraser Financial Group
As an experienced Certified Financial Planner, Kathleen Adams provides fee-based financial planning for clients, helping them to clarify and define the financial benchmarks they want to reach, and helping to provide a rich, comprehensive context for their tax, estate, business and family planning. She works closely with clients’ other advisors to promote a coordinated approach reviewing and selecting optimal legal, tax and financial strategies. As a Certified Family Business Succession Specialist Kathleen works closely with business owners, assisting them with the process of preparing themselves, their businesses, their retirement and estate planning for a sale to an outside buyer or key person, or for transfer of their businesses to family members.
She works closely with other key advisors to pull together people with skill sets needed to achieve favorable outcomes to the succession process. This work includes properly funding buysell agreements, and providing strategies and financial vehicles for rewarding and retaining key employees who add to the sale value of the business and its ongoing ability to replicate favorable revenues for the buyer.

 

Getting Off the 1031 Exchange Train Without Having to Die @ The Southern California Institute
Nov 8 @ 2:30 pm – 4:00 pm

Getting Off the 1031 Exchange Train Without Having to Die; presented by Maureen Verduyn, CFP, EA, M.Ed. and Joe Strazzeri, Esq.

The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.