Past Events | Upcoming Events

Jun
28
Thu
Mastering the Tax-Deferred Real Estate1031 Exchange Process and Gaining Technical Fluency Through Case Studies; Presented by William Exeter and Charles Jensen – Moderated by Kevin Hughes, CFP @ 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 – Moderated by Kevin Hughes, CFP

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
Thursday Insights Field Trip! – Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options; presented by Scott Stewart, Esq. and Brooke Jensen, Esq. @ Marriott Del Mar
Jul 5 @ 2:30 pm – 4:00 pm

July 5, 2018 – Thursday Insights Field Trip!

This week grab a client (or two) and join us for our family round table estate planning discussion.  This months Community Insights program will be held at the Del Mar Marriott and the topic will be “Getting Your Legal Affairs in Order in a Changed World.”  2:30pm – 4:00pm.  Register yourself and your client (separately) at www.scinstitute.org/CEEL

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
12
Thu
Get More and Better Referrals from Professionals and Clients; presented by Shelley Lightfoot, Executive Director @ The Southern California Institute
Jul 12 @ 2:30 pm – 4:00 pm

July 12, 2018 – Get More and Better Referrals from Professionals and Clients; presented by Shelley Lightfoot, Executive Director

Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with.  Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.”  Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.

Jul
19
Thu
Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq. @ The Southern California Institute
Jul 19 @ 2:30 pm – 4:00 pm

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.

 

Jul
26
Thu
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics; presented by Barry Waxler and Duwayne Kilbo, MBA, FLMI @ The Southern California Institute
Jul 26 @ 2:30 pm – 4:00 pm

July 26, 2018 – “Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics; presented by Barry Waxler and Duwayne Kilbo, MBA, FLMI

Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.