Sep
20
Thu
The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore @ The Southern California Institute
Sep 20 @ 2:30 pm – 4:00 pm

The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore; presented by Maureen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald

Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.

Sep
27
Thu
SCI Quarterly Mixer; 8th Annual “Margaritaville” @ The Southern California Institute
Sep 27 @ 2:30 pm – 4:30 pm

SCI Quarterly Mixer; 8th Annual “Margaritaville”

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?

Oct
4
Thu
Thursday Insights – The Four Questions Every Business Owner Should Clearly Know the Answers To @ The Southern California Institute
Oct 4 @ 9:30 am – 11:00 am

PLEASE NOTE THE TIME CHANGE FOR THIS EVENT

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. 

 

Oct
11
Thu
Trustee Training: Rights and Responsibilities @ The Southern California Institute
Oct 11 @ 2:30 pm – 4:00 pm

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.

Oct
18
Thu
A Different Perspective for Women Towards Investing for Retirement @ The Southern California Institute
Oct 18 @ 2:30 pm – 4:00 pm

A Different Perspective for Women Towards Investing for Retirement; presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor

Many women may have 15 or more years before retirement. And because of that length of time, feel they have plenty of time before they need to begin thinking about their retirement, or setting some money aside for it. In addition, women encounter unique challenges that may interfere with their career. Consequently, they may end up with less workforce duration and fewer savings and lower social security savings. This presentation will give you insights as to how to help guide your female clients that may think about starting “tomorrow” with a different perspective and show you why guiding them to start today makes financial sense.

Oct
25
Thu
Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs @ The Southern California Institute
Oct 25 all-day

Pre-Empted for the Laureate in Wealth Strategies (LWS) and Advisor in Wealth Strategies (AWS) Programs

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 or schedule a call with Nathalie to see if The Laureate is right for you.  858-200-1911

Nov
1
Thu
Caregiving Through the Holidays @ The Southern California Institute
Nov 1 @ 2:30 pm – 4:00 pm

Caregiving Through the Holidays; presented by Martha Ranon, Director of Government & Community Affairs, Southern Caregiver Resource Center

The Holidays can be a stressful time of year for all of us, but it can be particularly stressful for those that are caring for a loved one with dementia or other disabilities. Join Martha as she shares ways your caregiver clients can prepare for the holidays as well as learn strategies to reduce stress related to holidays or special occasions, and to help make the holidays enjoyable for everyone

Nov
8
Thu
Getting Off the 1031 Exchange Train Without Having to Die @ The Southern California Institute
Nov 8 @ 2:30 pm – 4:00 pm

Getting Off the 1031 Exchange Train Without Having to Die; presented by Maureen Verduyn, CFP, EA, M.Ed. and Joe Strazzeri, Esq.

The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.

Nov
15
Thu
Income Protection Strategies for Your Clients @ The Southern California Institute
Nov 15 @ 2:30 pm – 4:00 pm

Income Protection Strategies for Your Clients; presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent

Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.

Nov
22
Thu
Pre-empted for Thanksgiving Holiday
Nov 22 all-day

Pre-empted for Thanksgiving Holiday

Our office will be closed in observance of the Thanksgiving Holiday.
Have a safe and Happy Thanksgiving!

Nov
29
Thu
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Nov 29 @ 12:00 pm – 5:00 pm

Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event

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.

Dec
6
Thu
Our Holiday Open House @ The Southern California Institute
Dec 6 @ 11:00 am – 8:00 pm

Our Holiday Open House

As we celebrate this season with different meaningful symbols and different rich traditions, may we also remember to celebrate the many things we share.

We invite you, our Friends and Family, to join us at our annual open house.

Refreshments, drinks, and caroling!