Showing all 13 results

  • California Forum for ICAs – Full 12 Part Series

    $240.00

    The 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 Director

    America’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 Advisor

    Today’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, CPA

    Secrets from the Boardroom? Trusts & Public Mutual Funds 
    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Realities and Benefits of Using Alaska Trusts
    Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

    Social Media – Creating Your Online Presence and Keeping Compliant?
    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    The Four Keys To Marketing Your Practice
    Presented by Mark Merenda

    Marketing 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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  • The Four Keys To Marketing Your Practice

    $25.00

    This 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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  • Marketing Lessons From The Movies

    $25.00

    This 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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  • Asset Protection

    Realities and Benefits of Using Alaska Trusts

    $25.00

    Most 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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  • Financial Planning

    Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs

    $25.00

    You’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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  • Financial Planning

    Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?

    $25.00

    Life 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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  • Asset Protection

    Captive Insurance Companies – Opportunities and Hazards

    $25.00

    Too 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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  • Asset Protection

    Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”

    $25.00

    From 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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  • Business Owners & Planning

    Understanding the Liabilities for Business Owners as Fiduciaries for ICAs

    $25.00

    The 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’

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  • Retirement Planning

    Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs

    $25.00

    John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.

    (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 Steve Mancini, Esq.

    Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’

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  • America’s New Gold Rush – Working with Affluent Foreign Nationals

    $25.00

    Historically, America has been a land of opportunity attracting immigrants. Today, more than any other time, large numbers of affluent foreign nationals and then inbound money, are coming to America. These foreign nationals represent a little understood and vastly under-served client who is in need of new advisors. Ryan and Alex will explore and discuss the different paths to America, helping you identify new investment and advisor opportunities.

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

    Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq.

    Click play to watch a short video about ‘America’s New Gold Rush – Working with Affluent Foreign Nationals’

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  • Business Owners & Planning

    A New Way to Attract Business Owners

    $25.00

    The 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. Paul and Shelley will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.

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

    Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

    Click play to watch a short video about ‘A New Way to Attract Business Owners’

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  • Social Media – Creating Your Online Presence and Keeping Compliant?

    $25.00

    Clients 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. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob 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.

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

    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’

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