Past Events | Upcoming Events

May
20
Sun
Get Your “Stuff” Together! @ Belmont Village Senior Living - Sabre Springs
May 20 @ 1:00 pm – 2:00 pm

“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 loved ones should have.

Take advantage of this item of value! Begin 2018 with this important personal accomplishment for you and your family, and you will be an important asset of knowledge for your loved ones.

May
22
Tue
Workshop Series for P&C Insurance Agents – Part 2 @ The Southern California Institute
May 22 @ 2:30 pm – 4:00 pm

Kelly Coffey and NatGen Premier has partnered with The Southern California Institute to introduce you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. On May 22 you will learn the Five Essential Documents for Estate Planning, and walk away with your own completed Advance Health Care Directive! Finally on June 19, join us for an informative and interactive afternoon with Joe and Shelley as they boil down the essence of successful conversations and what is behind them.

Our meetings are the Third Tuesday of the month (wine and cheese provided) at:

Southern California Institute (SCI)

3636 Nobel Drive, Ste. 450

San Diego, CA  92122.

 

Please click here to register to for the 3-part course.

 

Schedule and Topics:

Tuesday, April 24, 2018Are You Referable? – The Practice Experience; presented by Joe                Strazzeri, Esq. and Shelley Lightfoot, Executive Director

Tuesday, May 22, 2018The Five Essential Documents; Presented by Scott Stewart, Esq.

Tuesday, June 19, 2018Behind the Conversation; Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

All meetings are from 2:30 – 4:00pm at SCI and wine and cheese will be served.

The Southern California Institute provides Education, Resources and Advice for Successful Families, Business Owners, Real Estate Owners, and Independent Collaborative Advisors. For more information about SCI visit www.scinstitute.org.

May
24
Thu
Alternative Insurance Trends – What You Can’t Afford to Lose; Presented by Mindy Cagan-Joslin @ The Southern California Institute
May 24 @ 2:30 pm – 4:00 pm

Alternative Insurance Trends – What You Can’t Afford to Lose; Presented by Mindy Cagan-Joslin

Review the newest insurance products that can protect you and your family’s future. Topics include personal and professional cyber threats, terrorism, and how to personally protect yourself if you sit on multiple boards of directors. This discussion will address the fine line between professional and personal coverage needs.

May
31
Thu
Thursday Insights: Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
May 31 @ 2:30 pm – 4:00 pm

Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

Jun
4
Mon
The 5 Essential Documents @ Jewish Family Services
Jun 4 @ 12:30 pm – 1:30 pm

This is a Jewish Family Services Support Group meeting where our own Scott Stewart will be speaking about The 5 Essential Documents

Scott will be present at no charge to answer all of your questions. We will have a chance to discuss the 5 Essential Documents you should have and what each of the five essential documents in estate planning is designed to do and why they are important for you. Help memorialize your wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

Jun
6
Wed
Parkinson’s Support Group @ Somerford Place
Jun 6 @ 1:00 pm – 2:30 pm

Our own Scott Stewart will be going to the Cardiff Parkinson’s Support group to talk to the members about Legal and Financial Planning, as well as the different options for Long-Term Care and how to pay for it.

Jun
7
Thu
June Community Insights – The Founders Group @ San Diego Marriot La Jolla
Jun 7 @ 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.

Family Businesses: Options for Growth, Succession, and Exit; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates @ The Southern California Institute
Jun 7 @ 2:30 pm – 4:00 pm

Family Businesses:  Options for Growth, Succession, and Exit; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates

Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business.  Learn how to navigate the tributaries and ramifications of your potential choices.

June Community Insights – California Estate and Elder Law @ San Diego Marriot La Jolla
Jun 7 @ 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 family will face.  Most people believe that they must bare these costs on their own.  Surprisingly, financial help is available for most families with loved ones suffering from these conditions.  Learn the 3 lies and 8 mistakes most people are confronted with when addressing these costs.

Jun
12
Tue
Advisor Insights @ Foundation for Senior Care
Jun 12 @ 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

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

You Sold your Business for Millions! Now What? Alyssa Weinberger, Lido Consulting, LLC; Dr. Carolyn Friend, Inheriting Wisdom; Tes Macaraya, Martini, Iosue & Akpovi. Kathleen Tepley will moderate the panel discussion.

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

Date/Time: June 14, 2018 / 7:30 – 9:30 am

Summary:
What is a Family Office? How are Family Office’s being used to transition family businesses between generations? What are some of the challenges that Family Office’s face? Is family governance important to the success of the Family Office? In this session, participants will receive an overview of the Family Office industry and the reasons that Family Offices are becoming popular in the exit planning process. The session will also discuss some of the challenges that Family Offices inevitably face as well as the tax savings and consequences that should be considered when starting a Family Office.

Learning Objectives

  • Understanding of the Family Office industry
  • The essential skills required for professionals when working with affluent families
  • Recognizing the importance of finding “outside the box” investment strategies
  • Understanding the critical questions to determine if your clients are good candidates to start a Family Office
  • The importance of moving forward
  • Understanding the tax consequences of starting a Family Office
  • Implementing successful family governance and delegation within the Family Office

Panelists: Alyssa Weinberger, Lido Consulting, LLC; Dr. Carolyn Friend, Inheriting Wisdom;
Tes Macaraya, Martini, Iosue & Akpovi. Kathleen Tepley will moderate the panel discussion.

Long-Term Care Options – What Families Need to Know Before the Crisis; Presented by Amy Abrams, ALZ SD and Amy Burfitt, LivHome @ The Southern California Institute
Jun 14 @ 2:30 pm – 4:00 pm

Long-Term Care Options – What Families Need to Know Before the Crisis; Presented by Amy Abrams, ALZ SD and Amy Burfitt, LivHome

Learn about the LTC options available and the costs associated.  Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?;  What are the different levels of care and how do I choose?  How much does it cost?

Jun
19
Tue
Workshop Series for P&C Insurance Agents – Part 3 @ The Southern California Institute
Jun 19 @ 2:30 pm – 4:00 pm

Kelly Coffey and NatGen Premier has partnered with The Southern California Institute to introduce you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. On May 22 you will learn the Five Essential Documents for Estate Planning, and walk away with your own completed Advance Health Care Directive! Finally on June 19, join us for an informative and interactive afternoon with Joe and Shelley as they boil down the essence of successful conversations and what is behind them.

Our meetings are the Third Tuesday of the month (wine and cheese provided) at:

Southern California Institute (SCI)

3636 Nobel Drive, Ste. 450

San Diego, CA  92122.

 

Please click here to register to for the 3-part course.

 

Schedule and Topics:

Tuesday, April 24, 2018Are You Referable? – The Practice Experience; presented by Joe                Strazzeri, Esq. and Shelley Lightfoot, Executive Director

Tuesday, May 22, 2018The Five Essential Documents; Presented by Scott Stewart, Esq.

Tuesday, June 19, 2018Behind the Conversation; Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

All meetings are from 2:30 – 4:00pm at SCI and wine and cheese will be served.

The Southern California Institute provides Education, Resources and Advice for Successful Families, Business Owners, Real Estate Owners, and Independent Collaborative Advisors. For more information about SCI visit www.scinstitute.org.

Jun
21
Thu
California Forum – Today’s Solutions for Family Business Owners @ Estancia La Jolla Hotel & Spa
Jun 21 @ 8:00 am – 5:00 pm

California Forum 2018

Today’s Solutions for Family Business Owners

Co-Sponsored by the San Diego Business Journal

Critical and Thought Provoking Topics
Thought Leader Experts
Different Disciplines

Early bird special – $119(regularly $149)

Register by May 25th to receive this special rate

Continuing Education

CFP & CA Insurance
credits applied for

CPA & MCLE
(approved by provider #11857 – credits offered)

 

The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.

Accountants, insurance professionals, financial advisors, bankers, attorneys, and other wealth professionals must build teams that can provide optimum service and atypical strategies and solutions for their clients. This program will focus on what’s old, what’s new, what’s working, and what’s not in regards to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.

Explore how to attract and engage these clients through an understanding and appreciation of business owner needs, and often very different perspectives.

**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**

The California Forum 2018 will be held at
The Estancia – La Jolla, CA

Alternative Investments and How They Impact Investment Portfolios; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent @ The Southern California Institute
Jun 21 @ 2:30 pm – 4:00 pm

June 21, 2018 – Alternative Investments and How They Impact Investment Portfolios; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent

When you are seeking to diversify a client’s portfolio to improve returns, will an Alternative Investment be a good fit for the client? How do you know if an Alternative Investment will be a Risk or Reward in your client’s holdings? We’ll discuss the advantages and disadvantages of holding Alternative Investments and the part they play in diversification.

Jun
28
Thu
Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies; Presented by William Exeter and Charles Jensen @ The Southern California Institute
Jun 28 @ 2:30 pm – 4:00 pm

Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies; Presented by William Exeter and Charles Jensen

Real Estate investing has been a fundamental driver of wealth building in America.  The powerful attributes rely on multiple tax advantaged provisions in the tax code.  Come gain important knowledge in 1031 exchange services and strategies from two of the most experienced professionals in the field.  This knowledge can drive opportunities for your clients who own appreciated Real Estate and are looking for diversification and fresh estate planning ideas.  Realtors, CPAs and estate planning attorneys are encouraged to attend.

Jul
5
Thu
July Community Insights – The Founders Group @ San Diego Marriot Del Mar
Jul 5 @ 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:  Options for Growth, Succession, and Exit; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Joe Strazzeri, Esq.

Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business.  Learn how to navigate the tributaries and ramifications of your potential choices.

July Community Insights – California Estate and Elder Law @ San Diego Marriot Del Mar
Jul 5 @ 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:

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.

 

Jul
10
Tue
Community Insights @ Foundation for Senior Care
Jul 10 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate as well as long- term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your 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, July 10 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, September 11 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, November 13 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/FSCC or call 760-723-7570

Jul
12
Thu
July EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Jul 12 @ 7:30 am – 9:30 am

Entrepreneurial Exit: I sold my business to enjoy myself and the buyers ran it into the ground. Hear about my second bite with the business.

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

Date/Time: July 12, 2018 / 7:30 – 9:30 am

Summary

As you’re thinking about selling your business, whether possibly this year or down the road, why not figure out how to maximize its value before going to market?  Long term value is created by identifying and strengthening the factors that build sustainable value.  It’s more than just driving EBITDA.

Jim Hart, the former CEO of Senn-Delaney Leadership Consulting Group, led the sale of Senn Delaney to Heidrick & Struggles in 1999.  Senn Delaney became the world’s leading “culture-shaping” consulting firm.  Jim and the co-founder of Senn-Delaney bought the company back in 2003 after a disastrous failed exit in 1999 (the earlier “all-stock” sale saw the price of the stock drop from approximately $26 per share to $.50, within six months after the 1999 closing).

Learn how they repositioned and grew the company to enable the very profitable sale in 2012.  This business situation is now the subject of a fascinating and suspenseful case study recently published by the USC Marshall School of Business.

A copy of the case study will be furnished to everyone who attends the meeting.

Learning Objectives

  • Identify areas to focus on that create additional value in your company
  • Learn how to set clear business objectives
  • Receive suggestions on ways to get buy-in with the senior management team
  • Decide where to invest
  • Assemble the right team to help plan and execute the best exit

Presenters:  James H. Hart led Senn Delaney to serve 150 of the Fortune 500 and 300 of the Global 1000 companies, and engineered the sale of Senn Delaney to Heidrick & Struggles for a cash purchase price and earnout that ultimately realized $75 million for Jim, Dr. Senn, and their five “legacy” partners.  Jim continued on as CEO of Senn Delaney for four years.  He now serves as a Director of one private equity-backed consulting and training company and is considering other opportunities to aid and advise private company CEOs and their leadership to grow and maximize their company’s market value by developing and implementing high-performance culture and leadership.  Jim previously founded, and led to its successful sale nine years later, a global business application software publisher for desktop PCs that twice appeared on the INC. 500 “fastest growing companies” list.  He was the 1982 Marshall School Alumni Entrepreneur of the Year and in 2016 was selected to the USC Marshall School Entrepreneur’s Hall of Fame.

Jim will be interviewed by Jeff Weiner, a corporate partner in the LA office of Steptoe & Johnson LLP.  Jeff led the Steptoe team that assisted in the Senn Delaney sale to Heidrick & Struggles.