Showing 1–24 of 251 results
-
Add to cart
What’s Old is New Again – Insurance Planning Under the New Tax Law
$25.00Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much-needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
(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.
-
Add to cart
Benefits of Planning – Understanding the Options You’re Entitled To
$25.00Confronting 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 bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
-
Add to cart
9 Ways out of Highly Appreciated Property
$25.00The 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and Joe Strazzeri, Esq.
-
Add to cart
Tell Your Clients and Your Friends: What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
$25.00Driving 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 as he shares 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Richard Katzman, Esq.
-
Add to cart
Crucial Medicare Information for You and Your Client
$25.00Are your clients in a Medicare plan that provides the appropriate coverage at the lowest cost? Whether it is Original Medicare, Medicare Advantage, or a Medicare Supplement, finding the right plan now will help mitigate a future health care financial crisis. Join Jim and Monica to discuss:
- Reviewing enrollment periods;
- Identifying who is eligible;
- Describing the five things your client must know about Medicare;
- Learning how you can avoid excessive costs.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by James Fogelstrom and Monica Szakos Cramer
-
Add to cart
Gala Individual Ticket
$250.00Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
-
Add to cart
Gathering 2019 – Friday Only Registration
$260.00The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121 -
Add to cart
Gathering 2019 – Thursday Only Registration
$260.00The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121 -
Add to cart
Gathering 2019 – 2-Day Registration
$420.00The Gathering 2019
Thursday, February 21 – Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121 -
Add to cart
Income Protection Strategies for Your Clients
$25.00Many 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent
-
Add to cart
A Different Perspective for Women Towards Investing for Retirement
$25.00Many 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor
-
Add to cart
Caregiving Through the Holidays
$25.00The 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Martha Ranon, Director of Government & Community Affairs, Southern Caregiver Resource Center
-
Add to cart
Getting off the 1031 Exchange Train Without Having to Die – Nov
$25.00The 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and Steve Mancini, Esq.
-
Add to cart
Trustee Training: Rights and Responsibilities – Oct 11
$25.00A 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.
-
Add to cart
The Four Questions Every Business Owner Should Clearly Know the Answers To
$25.00Driving 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.
-
Add to cart
Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregiver Economics
$25.00The 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.
-
Add to cart
Help Your Clients Protect Their Business From the Unexpected
$25.00Whether 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.
-
Add to cart
Trustee Training: Rights and Responsibilities – August
$25.00A 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.
-
Add to cart
The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition
$25.00A 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
-
Add to cart
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics
$25.00Today’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
-
Add to cart
Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones
$25.00Estate 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.
-
Add to cart
Get More and Better Clients From Professionals and Clients
$25.00Generate 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
-
Add to cart
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective 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.
-
Add to cart
Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies
$25.00Real 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
