Apr
6
Thu
How Charitable Strategies Enhance Estates; Presented by John L. Jenkins, AEP, EA, CFP®
Apr 6 @ 2:30 pm – 4:00 pm

Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

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Apr
13
Thu
The Case for Baby Boomer Clients in Your Practice; Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
Apr 13 @ 2:30 pm – 4:00 pm

As society ages the need for services by this demographic are going to increase.  This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55.  Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

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Registration Webinar

Apr
20
Thu
Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices; Presented by Myke Edelman, Infusionsoft Expert and Shelley Lightfoot, Executive Director
Apr 20 @ 2:30 pm – 4:00 pm

Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up.  How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope?  Lost opportunity is loss of pure profit.  Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.

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Apr
27
Thu
Trump’s Tax Reform – Where Are We Now? Presented by Laura Stees, CPA
Apr 27 @ 2:30 pm – 4:00 pm

Are you prepared to take advantage of Trump’s tax reform plan?  At this session, we will discuss tax reforms that will have taken place already under the new administration as well as changes that we are still expecting to occur.

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May
11
Thu
When Does Incapacity Limit Your Clients’ Rights; Presented by Dr. Diane Darby Beach and Scott Stewart, Esq.
May 11 @ 2:30 pm – 4:00 pm

Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.

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May
18
Thu
Cloud Based Software – Everything You Always Needed and Wanted; Presented by Ali Mirdamadi and Tomas Suros with Abacus Next
May 18 @ 2:30 pm – 4:00 pm

Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff.  Join our friends Ali and Eric to make sense of the decision you have to make.  CPAs, Financial Advisors, and Attorneys – NOTE:  We moved from Time Matters!

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May
25
Thu
Tell Your Clients and Friends – What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail; Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.
May 25 @ 2:30 pm – 4:00 pm

Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution.  Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.

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Jun
1
Thu
The Perfect Storm – The 3 Biggest Retirement Dangers and How to Avoid Them; Presented by Monica Szakos Cramer, Financial Advisor
Jun 1 @ 2:30 pm – 4:00 pm

Learn about a perfect storm of dangers that will be affecting millions of retirees over the next several years. These dangers are real, but they are absolutely not insurmountable. By taking intelligent, thoughtful, and relatively simple steps, you can minimize or completely eliminate these 3 biggest dangers investors face relative to retirement. The benefits of holistic financial planning help to position clients’ assets in a way that helps them take control of their retirement, assure a steady stream of income, cover any short-term needs, and protect a legacy for their children, if that’s part of your clients’ plan. It’s a simple, but powerful way of thinking and planning that is easy to understand and implement.

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Jun
8
Thu
The Five Essential Documents; Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.
Jun 8 @ 2:30 pm – 4:00 pm

Scott and Stephanie 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 clients.  Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

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Jun
15
Thu
Using DAFs to Create Collaboration and Increase Family Philanthropic Impact, Presented by Laura Malone, CAP®, CEPA
Jun 15 @ 2:30 pm – 4:00 pm

In recent years Donor Advised Funds have become a phenomenal philanthropic tool that can foster collaboration among both the family and their advisory teams. Learn questions to uncover how DAFs can be combined with other strategies to create the right charitable pathway for clients. Debunk common myths when it comes to leveraging complex assets like real estate or closely held business interests for charitable giving. Create inclusive planning strategies that can be beneficial for both the family and the professional advisory teams. This collaboration can increase the beneficial impact to the family, their philanthropy, the advisors relationships with one another and the community at large.

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