Oct
24
Wed
Sandi-Can End of Life Conference @ Balboa Park Club - Ballroom
Oct 24 @ 9:00 am – 2:00 pm
Sandi-Can End of Life Conference @ Balboa Park Club - Ballroom | San Diego | California | United States

Sandi-Can Presents

Planning Ahead… Learn How to Ensure Your Decisions Will Be Honored

This FREE conference will help seniors and families learn how to navigate end-of-life options and make better informed decisions. Participants will be able to identify goals and understand the importance of making decisions now!

Wednesday, October 24th – 9:00AM – 2:00PM

Balboa Park Club – Ballroom

2150 Pan American Road West, San Diego CA 92101

To register for this event please call 1(800) 82-SHARP/827-4277 or go to www.Sharp.com/Classes

Please RSVP by Friday, October 19, 2018

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.

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
2
Fri
The Economics of Caregiving @ First United Methodist Church
Nov 2 @ 8:30 am – 2:00 pm

Join us for “The Economics of Caregiving” – Presented by Southern Caregiver Resource Center, California Estate and Elder Law, and Southern California Institute

This will be an informative day for Caregivers who are concerned about paying for health care. Learn how to provide for you and your family without going broke! It’s not too late or early to plan. This conference will address questions on Medi-Cal, Medicare, long-term care, Social Security, important legal documents, financial planning and more! Join us for breakfast, lunch, community resources and raffle prizes.

Nov
13
Tue
Community Insights in Fallbrook @ Christ the King Church - Fireside Room
Nov 13 @ 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