Aug
18
Sat
Caregiver Coalition Conference – The 3 P’s of Caregiving for the Sandwich Generation @ St. Paul's Plaza - Mathes Community Center
Aug 18 @ 9:00 am – 1:00 pm

Are you providing care for a family member or friend? Are you concerned for the well being of a parent? This conference includes information for working caregivers about juggling your life between work, caregiving and other responsibilities

Join other family caregivers at this FREE event

9:00 – 9:30          Registration & Resource Fair

9:30 – 9:45          Welcome and Introductions

9:45 – 10:30 Juggling the Emotional Aspects of Caregiving; Maricela Gomez, Southern Caregiver Resource Center

10:30 – 11:00 Preparing a Safe Home: Fall Prevention and Safety Tips; Cindy Sawyer, Southwest Lifeline

11:00 – 11:15 Break, Resource Fair

11:15 – 11:45 Understanding the Various Care Options; Dana Girard, ElderHelp

11:45 – 12:15 Lunch & Resource Fair

12:15 – 12:45 Essential Documents and How to Pay for Care; Scott Stewart, Esq., California Estate and Elder Law

12:45 – 1:00 Closing, Resource Fair

 

 

 

 

Aug
22
Wed
The 5 Essential Documents @ Sunrise Senior Living
Aug 22 @ 4:00 pm – 5:30 pm

Join us at Sunrise Senior Living where Attorney Scott Stewart will inform us about the 5 Essential Documents

Scott will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your loved ones.  Help memorialize your wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

Aug
23
Thu
The 5 Essential Documents and Long Term Care Planning @ Toby Wells YMCA
Aug 23 @ 6:00 pm – 7:00 pm

Join us at the Toby Wells YMCA where Attorney Scott Stewart will inform us about the 5 Essential Documents

Scott will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your loved ones.  Help memorialize your wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

Sep
6
Thu
Business Planning Community Insights – The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition @ San Diego Marriot La Jolla
Sep 6 @ 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 @ San Diego Marriot La Jolla
Sep 6 @ 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.

 

Sep
11
Tue
Community Insights in Fallbrook @ Christ the King Church - Fireside Room
Sep 11 @ 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

Sep
13
Thu
Caregiver Coalition Event – Caring for Someone With Dementia @ La Mesa Community Center
Sep 13 @ 9:30 am – 2:00 pm

Are you providing care for a family member or friend with memory loss or dementia? Are you concerned for the well being of a parent?

The Caregiver Coalition of San Diego and City of La Mesa Present: Caring for Someone With Dementia

Thursday, September 13, 2018 from 9:30 AM – 2:00 PM

Location: La Mesa Community Center – 4975 Memorial Dr, La Mesa, CA 91942

Free respite and lunch will be provided as well as resource booths, giveaways, great educational programs and raffle prizes.

Call 1-800-827-4277 to register

 

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/

Oct
4
Thu
Business Planning Community Insights – The Four Questions Every Business Owner Should Clearly Know the Answers To @ San Diego Marriot La Jolla
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.

 

Estate Planning Community Insights – Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones @ San Diego Marriot La Jolla
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
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

Nov
1
Thu
Business Planning Community Insights – The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition @ San Diego Marriot Del Mar
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 @ San Diego Marriot Del Mar
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
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