Jul
20
Thu
Are you Referable? – The Practice Experience; Presented by Shelley Lightfoot, Executive Director & Stephanie Downer, Esq. @ The Southern California Institute
Jul 20 @ 2:30 pm – 4:00 pm

We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces 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 and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

Jul
27
Thu
The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimer’s; Presented by Rick Topete and Ashlea Rose with Silverado @ The Southern California Institute
Jul 27 @ 2:30 pm – 4:00 pm

Join us for this very special session where you can participate in a 30 minute “Virtual Dementia Tour.” Experience the overwhelming effects of trying to perform everyday tasks for a person living with memory loss. Unlike other virtual dementia tours, this comprehensive tour encompasses tasks and exercises that are essential for professionals and caregivers to experience. *Must register to participate (limited to the first 18 registrants)*
We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.

Aug
3
Thu
The Bucket Plan® – Segmenting Your Money Based on Purpose and Time Horizon; Presented by John L. Jenkins, AEP, EA, CFP® @ The Southern California Institute
Aug 3 @ 2:30 pm – 4:00 pm

The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-returns risk”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving spouse.

Aug
10
Thu
LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes; Presented by Dean DeLisle, Forward Progress and Shelley Lightfoot, Executive Director @ The Southern California Institute
Aug 10 @ 2:30 pm – 4:00 pm

In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep!  Dean and Shelley will cover specific techniques to immediately use after leaving the class:
•    Find business owners in your target market
•    Attract new referrals from your network
•    Learn how to be effective in just a few minutes online

Aug
17
Thu
Crisis Planning – What to do when the Worst Case Scenario Happens; Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq @ The Southern California Institute
Aug 17 @ 2:30 pm – 4:00 pm

Surprisingly, there are still options available to help even in the midst of a healthcare crisis.  Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation.  Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.

Aug
24
Thu
Facilitating Valuations and Assessments; Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot, Executive Director @ The Southern California Institute
Aug 24 @ 2:30 pm – 4:00 pm

Where are you now?  Evaluate the Current State of the business using a true valuations process conducted by credentialed professionals.  This offers the business owner a realistic picture of their company’s value from a buyer’s perspective – including assessments in two distinct areas:  attractiveness and readiness.  Help your business owners become poised to transition from a Wisdom-driven Business to a Value-driven Business.

Sep
7
Thu
Asset Protection of the Business Owner – Ideas you can use today! Moats, Castles and Alligators; Presented by Greg Banner CFP®, CLU®, CRTP and Alex Matuk, Esq. @ The Southern California Institute
Sep 7 @ 2:30 pm – 4:00 pm

This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

Sep
14
Thu
Honoring Life, Offering Hope. Music Therapy, Hospice and Palliative Care; Presented by Michelle Tiernan, Community Educator and Aida Sanchez, Music Therapist @ The Southern California Institute
Sep 14 @ 2:30 pm – 4:00 pm

Seasons Hospice will provide a presentation on the many services available in end of life care, including Music Therapy. These services are usually available much earlier than most patients and families realize. The common misconception is that hospice comes in during the last weeks or days, when in fact the support is usually available much sooner and provides 24/7 response and interdisciplinary support. Music Therapy is a clinical discipline used in hospice that in addition to lovely music, provides interventions for pain management, respiratory distress, emotional and spiritual support.

Sep
21
Thu
SCI Quarterly Mixer; 7th Annual “Margaritaville” @ The Southern California Institute
Sep 21 @ 2:30 pm – 4:00 pm

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?

Sep
28
Thu
Trustee Training: Rights and Responsibilities; Presented by Steve Mancini, Esq. and Brooke Jensen, Esq. @ The Southern California Institute
Sep 28 @ 2:30 pm – 4:00 pm

A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

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