Aug
16
Thu
Trustee Training: Rights and Responsibilities @ The Southern California Institute
Aug 16 @ 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.

Aug
23
Thu
Help Your Clients Protect Their Business From the Unexpected @ The Southern California Institute
Aug 23 @ 2:30 pm – 4:00 pm

Help Your Clients Protect Their Business From the Unexpected; presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor

Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a sucessful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecured funding of the transfer of ownership of the business; and
• Potentially lengthy probate courts and lawsuits against the business.

Aug
30
Thu
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Aug 30 @ 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.

Sep
6
Thu
The 4 Questions Every Business Owner Should Know the Answers To @ The Southern California Institute
Sep 6 @ 2:30 pm – 4:00 pm

The 4 Questions Every Business Owner Should 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.

Sep
13
Thu
Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregive Economics @ The Southern California Institute
Sep 13 @ 2:30 pm – 4:00 pm

Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregive Economics; presented by Diane Gaswirth and Alexis Bastedo, Esq.

The Medicare-eligible population is expanding exponentially as baby boomers age into the program at a rate of 11,000 every day. Some will need acute care (short-term), others will need long-term care, and many will need both. Diane will share the A, B, C’s and D’s of Medicare, eligibility criteria, timelines associated with enrolling to avoid financial penalties and the differences between Medicare Supplement and Medicare Advantage plans. Leave prepared for the upcoming Open Enrollment Period and the changes coming in 2019. Alexis will review options on how to pay for care not covered by Medicare, and more importantly, how you can help your client’s protect their estate, themselves, their loved ones, and their family relationships.

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 Maureeen 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
Release Your Practice Floodgates: Business “Exit” Planning – Valuations and the 10 Options @ The Southern California Institute
Oct 4 @ 2:30 pm – 4:00 pm

Release Your Practice Floodgates: Business “Exit” Planning – Valuations and the 10 Options; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Joe Strazzeri, Esq.

Learn: 1) the anatomy of a Qualified Valuation and how to use it as a punch list to enhance the value of your client’s business; and 2) each of the 10 exit options and how to explain them technically. Help your referral sources generate more and significant clients for themselves and you through message, process, counseling, fee quoting, and legal know-how. Leave this presentation with a business plan, checklists, marketing materials, Power Point presentations, and a way to go home and make money.

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 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 ties 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!