Showing 1–24 of 238 results

  • Estate Settlement

    Trustee Training: Rights and Responsibilities – Oct 11

    $25.00 $0.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Steve Mancini, Esq.

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  • Business Owners & Planning

    The Four Questions Every Business Owner Should Clearly Know the Answers To

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

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  • Elder Care Planning

    Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregiver Economics

    $25.00

    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 clients protect their estate, themselves, their loved ones, and their family relationships.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Diane Gaswirth and Alexis Bastedo, Esq.

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  • Business Owners & Planning

    Help Your Clients Protect Their Business From the Unexpected

    $25.00

    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 successful 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;
    • Unsecure funding of the transfer of ownership of the business; and
    • Potentially lengthy probate cases and lawsuits involving the business.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

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  • Estate Settlement

    Trustee Training: Rights and Responsibilities – August

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

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  • Business Owners & Planning

    The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition

    $25.00

    A certified valuation uses more than just EBIDTA and a multiple to derive value. For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability. The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key. Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

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  • Financial Planning

    “Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics

    $25.00

    Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Barry Waxler and Marc Schwartz

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  • Elder Care Planning

    Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones

    $25.00

    Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

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  • Get More and Better Clients From Professionals and Clients

    $25.00

    Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with. Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.” Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver

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  • Estate Planning

    Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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  • Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, a PDF copy of the presentation, and two handouts referenced in the presentation.)

    Presented by William Exeter, President and CEO, and Charles Jensen, SVP: Moderated by Kevin Hughes, CFP

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  • Elder Care Planning

    Long Term Care Options – What Families Need to Know Before the Crisis

    $25.00

    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?

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Amy Abrams, Alzheimer’s San Diego and Amy Burfitt, Livhome

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  • California Forum 2018 – Today’s Solution for Family Businesses

    $149.00

    Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!

    Thursday, June 21, 2018
    Estancia La Jolla Hotel & Spa
    9700 N Torrey Pines Road, La Jolla, CA 92037

    The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.

    This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.

    For more details, visit www.caforum2018.com

    **Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**

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  • LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018

    $99.00

    The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.

    Click Here for more details, list of topics, and presenters.

    Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce.  Contact Melisa Silverman at (818) 758-8457.

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  • Business Owners & Planning

    Family Businesses: Options for Growth, Succession, and Exit

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates, MBA, CEPA

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  • Financial Planning

    Alternative Insurance Trends – What You Can’t Afford to Lose

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Mindy Cagan-Joslin

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  • Elder Care Planning

    VA Aid and Attendance – Who, What, When, and How

    $25.00

    It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Alexis 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..

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Alexis Bastedo, Esq.

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  • Business Owners & Planning

    EPI Webinar – Standalone Practice Launch

    $25.00 $0.00

    The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do.  For many, they tack on exit planning services to their existing firm and product.  For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.

    This is no small feat.  It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that.  And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.

    (Purchase of this product will include a Video recording of the presentation.)

    Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director

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  • Financial Planning

    Life Insurance Policy Audits – Are you Liable?

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Barry Waxler

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  • Elder Care Planning

    Why Most Estate Plans Fail – When the Diagnosis is Dementia

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

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  • Elder Care Planning

    Honoring Life, Offering Hope. Music Therapy, Hospice, and Palliative Care – April – 2018

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Michelle Tiernan, Community Educator and Aida Sanchez, Music Therapist

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  • Business Owners & Planning

    Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates

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  • Elder Care Planning

    The Elephant in the Room: The Retirement Challenge No One Else Talks About

    $25.00

    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.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower

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  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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