Showing 1–24 of 39 results
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California Forum 2018 – Today’s Solution for Family Businesses
$149.00Early 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 92037The 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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California Forum for Accountants – Full 7-Part Series
$140.00This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.
Proper Reporting May Prevent Estate Litigation
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.Secrets from the Board Room – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client AnalystEvolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.From their Perspective – How to be Relevant in “Google-land”
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick GardnerLife Insurance – Appropriate? Or Even Necessary?
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.Running Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
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California Forum for ICAs – Full 12 Part Series
$240.00The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
A New Way to Attact Business Owners
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive DirectorAmerica’s New Gold Rush: Working with Affluent Foreign Nationals
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial AdvisorToday’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®Captive Insurance Companies – Opportunities and Hazards
Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPASecrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client AnalystRealities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.MSocial Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and CommunicationThe Four Keys To Marketing Your Practice
Presented by Mark MerendaMarketing Lessons From the MoviesYour Practice
Presented by Mark Merenda (PDF Only)(Purchase of this product will include Audio recordings, and PDF copies of the presentations.)
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California Forum for Attorneys – Full 6 Part Series
$120.00This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.
(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick GardnerYour Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTPSecrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client AnalystFrom Their Perspective – How to be Relevant in “Google-Land”
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive DirectorA Different Perspective on Preparing for Your Day in Court
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.Evolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
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The Four Keys To Marketing Your Practice
$25.00This presentation will share what Mark Merenda has learned in 18 years of marketing professional services. It will discuss branding and image; building a professional referral network; marketing directly to the consumer; and using the Internet to attract your ideal clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘The Four Keys To Marketing Your Practice’
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Running Out of Money Without Proper Distribution Planning
$25.00John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Running Out of Money…’
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Life Insurance – Appropriate? Or Even Necessary?
$25.00Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’
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Understanding the Reporting Requirements and Liabilities for Business Owners
$25.00The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
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From Their Perspective – How to be Relevant in Google-Land for Accountants
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney
Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’
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Evolving the Business for Accountants – Yours and/or Your Clients’
$25.00The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’
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Proper Reporting May Prevent Estate Litigation
$25.00Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’
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Evolving the Business for Attorneys- You and/or Your Clients’
$25.00The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’
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A Different Perspective on Preparing for your Day in Court
$25.00Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’
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From Their Perspective – How to be Relevant in “Google-Land” for Attorneys
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Shelley as they give you an overview of the various internet tools and social media that you’ve heard about as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director
Click play to watch a short video about ‘From Their Perspective – How to Be Relevant in “Google-Land”‘
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Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys
$25.00Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis
Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’
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Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys
$25.00John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’
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Understanding the Liabilities for Business Owners as Fiduciaries
$25.00The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’
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Marketing Lessons From The Movies
$25.00This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Marketing Lessons From The Movies’
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Realities and Benefits of Using Alaska Trusts
$25.00Most advisors and attorneys wonder “How do I play with that person?” and “Do I lose control?” Alaska trusts are not only an advantageous asset protection method, but also allow the local financial planner to manage the assets. Tax reporting allows use of trust ID or the individual’s SSN.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M
Click play to watch a short video about ‘Realities and Benefits of Using Alaska Trusts’
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Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs
$25.00You’re helping your wealthiest clients and prospects plan their future. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Secure YOUR seat at the table for generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’
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Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?
$25.00Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey share a refreshing approach to illustrating the varied considerations for life insurance.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA
Click play to watch a short video about ‘Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?’
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Captive Insurance Companies – Opportunities and Hazards
$25.00Too many times promoters try to sell an idea to clients for the wrong purpose, which only drives eventual client dissatisfaction and IRS scrutiny. Although captive insurance companies are often thought of as an income tax strategy, the primary reason to consider and implement a captive insurance company is and must always be the covering of an insurable risk to the client’s primary company. Join Celia and Joe as they discuss appropriate goals and needs of the client, along with the intent of the laws and code sections as they relate to planning for captives.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Celia Clark, Esq. and Stephanie Downer, Esq.
Click play to watch a short video on ‘Captive Insurance Companies – Opportunities and Hazards’
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Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”
$25.00From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘
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Understanding the Liabilities for Business Owners as Fiduciaries for ICAs
$25.00The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’
