Jan
18
Thu
Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA @ The Southern California Institute
Jan 18 @ 2:30 pm – 4:00 pm

January 18, 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA

Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.

 

Jan
25
Thu
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning; Presented by Scott Stewart, Esq. and Martha Rańōn, Southern Caregiver Resource Center @ The Southern California Institute
Jan 25 @ 2:30 pm – 4:00 pm

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning; Presented by Scott Stewart, Esq. and Martha Rańōn, Southern Caregiver Resource Center 

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bear these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  We know that families often feel overwhelmed and are relieved to find a path to working through it all.  Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.

Feb
1
Thu
Family Businesses: Where Are You Going and How Will You Get There?; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA @ The Southern California Institute
Feb 1 @ 2:30 pm – 4:00 pm

Family Businesses:  Where Are You Going and How Will You Get There?; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA

One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.

Feb
8
Thu
Thursday Insights: Pre-Empted for the 2018 Fiduciary Attorney Summit in Lake Tahoe
Feb 8 @ 2:30 pm – 4:00 pm

Don’t miss the most important fiduciary attorney educational and recreational event of the year hosted by Peter Myers, Esq. and Sean Kenny, Esq. of Fox Rothschild LLP. Visit www.FiduciaryAttorneySummit.com to register or for more information

Feb
15
Thu
Prefunding Your Final Expense Planning: A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent @ The Southern California Institute
Feb 15 @ 2:30 pm – 4:00 pm

February 15, 2018 – Prefunding Your Final Expense Planning:  A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent

Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended.  Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!

Feb
23
Fri
Thursday Insights: Pre-Empted for The Gathering 2018
Feb 23 @ 2:30 pm – 4:00 pm

Please join us for our annual Gathering on February 22 & 23 for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. Visit www.Gathering2018.com for more information or to register

Mar
1
Thu
Immigration for Business Owners, Real Estate Owners, and Family Members; presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq. @ The Southern California Institute
Mar 1 @ 2:30 pm – 4:00 pm

Immigration for Business Owners, Real Estate Owners, and Family Members; presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

Yes, there are special rules for non-US citizens.  Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

Mar
8
Thu
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options; Presented by Scott Stewart, Esq. and Brooke Jensen, Esq. @ The Southern California Institute
Mar 8 @ 2:30 pm – 4:00 pm

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.

Mar
15
Thu
SCI Spring Mixer – A St. Patrick’s Day Celebration @ The Southern California Institute
Mar 15 @ 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 and celebrate St. Patrick’s Day – a few days early.

The Southern California Institute invites you to learn interesting facts about Saint Patrick’s Day, sample spirited Irish Drinks, and taste traditional Irish eats!

Mar
22
Thu
The Elephant in the Room: The Retirement Challenge No One Else Talks About; Presented by Trey Fairman, JD, LLM and Cindy Eisenhower @ The Southern California Institute
Mar 22 @ 2:30 pm – 4:00 pm

The Elephant in the Room:  The Retirement Challenge No One Else Talks About; Presented by Trey Fairman, JD, LLM and Cindy Eisenhower

No one can predict how long their retirement might last, or what financial hiccups they may encounter along the way, but the more a retirement plan addresses common risks such as the need for long-term care, the better the chances are that a retirement plan will be successful.

Mar
29
Thu
Thursday Insights: Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Mar 29 @ 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.

Apr
5
Thu
Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates @ The Southern California Institute
Apr 5 @ 2:30 pm – 4:00 pm

Family Businesses:  Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

Apr
12
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
Apr 12 @ 2:30 pm – 4:00 pm

April 12, 2018 – Honoring Life, Offering Hope. Music Therapy, Hospice and Palliative Care; Presented by Michelle Tiernan, Community Educator and Aida Sanchez, Music Therapist

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.

Apr
19
Thu
Why Most Estate Plans Fail – When the Diagnosis is Dementia; Presented by Scott Stewart, Esq. and Steve Mancini, Esq. @ The Southern California Institute
Apr 19 @ 2:30 pm – 4:00 pm

Why Most Estate Plans Fail – When the Diagnosis is Dementia; Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation

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

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

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 and Stephanie Bottger @ 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 and Stephanie Bottger

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.