Showing 25–39 of 39 results
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Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00John 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
$25.00Historically, 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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A New Way to Attract Business Owners
$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. 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 DirectorClick play to watch a short video about ‘A New Way to Attract Business Owners’
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California Forums 2013 – 20% Off – Full 9 Part Series
$180.00The Southern California Institute is very excited and proud to present the California Forum 2013 – Working with Successful Families and Business Owners on August 23, 2013. 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 Series includes the following:
Business Owners with More Than 50 Employees – Concerned About 2014
The Elusive $15MM – $75MM Entrepreneurial Family: What You & They Should Know
And the Winner Is . . . Nevada?
Philanthropic Planning in SD with Sharp HealthCare
Changing the Dialogue
In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
Shifting Focus to Grow Your Business
The 5 Most Common Wealth Destroying Mistakes Business Owners Make at the Company Level and How to Fix Them
What Matters(Purchase of this product will include PDF copies of the presentations.)
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Changing the Dialogue
$25.00Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Changing the Dialogue’
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Philanthropic Planning in SD with Sharp HealthCare
$25.00During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation
Click play to watch a short video about ‘Philanthropic Planning in SD with Sharp HealthCare’
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And the Winner Is . . . Nevada?
$25.00Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Jeffrey Dunham and Jeffrey Burr, Esq.
Click play to watch a short video about ‘And the Winner Is … Nevada?’
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The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
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Business Owners with More Than 50 Employees
$25.00With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Sharp HealthCare Executive Leadership Team
Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
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What Matters?
$25.00Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by John Jenkins, CEO
Click play to watch a short video about ‘What Matters?’
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Shifting Focus to Grow Your Business
$25.00Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
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Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants
$25.00You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? Understand 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 secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck. Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysem.
Understand 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 Analyzer
Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’
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Social Media – Creating Your Online Presence and Keeping Compliant?
$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. 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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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
