Apr
26
Thu
Life Insurance Policy Audits – Are you Liable? Presented by Barry Waxler @ The Southern California Institute
Apr 26 @ 2:30 pm – 4:00 pm

Life Insurance Policy Audits – Are you Liable? Presented by Barry Waxler

Fiduciary level audits of life insurance policies are becoming a necessity, especially for trust owned life insurance.  While there are a variety of services available to “audit” insurance policies, most are predatory sales gimmicks that violate the fiduciary requirement.  Learn how to distinguish a predatory “audit” from a truly professional and non-biased product.  Gain a better understanding of the suitability process, the product selection process, and the importance of the advisor and client interface.  Find out how utilizing a certified audit process adds value to your practice, helps recruit and retain clients, and shield you from liability.

May
3
Thu
Thursday Insights: Pre-Empted for Certified Wealth Strategies Advisor Program
May 3 @ 2:30 pm – 4:00 pm

The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.LaureateCenter.com for more information.

May
10
Thu
VA Aid and Attendance – Who, What, When, and How; Presented by Holli Bennet and Alexis Bastedo, Esq. @ The Southern California Institute
May 10 @ 2:30 pm – 4:00 pm

VA Aid and Attendance – Who, What, When, and How; Presented by Holli Bennet and Alexis Bastedo, Esq.

It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Scott will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more.

May
17
Thu
Thursday Insights: Pre-Empted for the California Forum Spring 2018
May 17 @ 2:30 pm – 4:00 pm

The Southern California Institute will partner with The San Diego Business Journal to create a dynamic collaborative event full of the hottest strategic planning ideas and educational content. More details coming soon.

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
7
Thu
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.

Jun
14
Thu
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
21
Thu
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.