Event – Page 7 – Southern California Institute Wealth Strategies Education & Advisor Resources

Heritage Planning – The Third Element to Multi-Generational Planning
$25.00
John will share the elements of Heritage Planning – those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations. Heritage Planning allows them to pass “who they are” to future generations. Heritage Planning does not compete with Estate and Financial Planning – rather, it is the next element needed to prepare the family and get them working together to stay together for multiple generations.

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

Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner

Add to cart
Trusts and Homeowners Insurance – Avoid the Train Wreck
$25.00
Financial planning can create large assets that, if insured improperly, may not last long… “We placed the client’s home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so? Most insurance companies are the same, right? A caretaker moved in to take care of our client’s mother, but what happens if they get hurt on the job? We’re fully covered, right?” Joe and Mindy will answer these questions and fill you in on other common mistakes that occur when financial changes are made, but not reviewed with the “other” insurance broker. We will provide Property & Casualty Insurance Review basics with enough knowledge to be dangerous.

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

Presented by Joe Deutsch and Mindy Cagan-Joslin

Add to cart
Kicking Off the New Year with a Plan to Increase Revenue
$25.00
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. Join Joe and Shelley for a discussion about techniques you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. Learn how you can deliver a consistent and effective message during all those conversations and presentations so they lead to larger engagements with your favorite type of clients.

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

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

Add to cart
Begin with the End in Mind – Do You Have the Right Entity Structure?
$25.00
From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

Add to cart
Choosing to See Behind Business Realities
$25.00
Many business owners strive to reach the stage of business where they are only as involved as they enjoy. Joe and Barry will share a process to help you attract business owner clients by helping them see behind the business realities. No matter what the driving issue, business owners and their teams often spend hours of effort addressing the symptom to only have to do it all over again…and again…and again. We believe that expanding perspective creates new possibilities and revitalizes new opportunities, information, and courses of action. Consider the opportunities for your clients’ businesses – as well as your own!

(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 Barry Waxler, The Founders Group

Add to cart
Under-Utilized Tools for Today’s Business Succession Planning Needs
$25.00
Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.

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

Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

Add to cart
Questions About End-of-Year Client Wealth Planning
$25.00
Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

(Purchase of this product includes the Audio Recording of this presentation.)

Presented by Joseph J. Strazzeri, Esq.

Add to cart
Be A Hero in the Sale of Your Client’s Business
$25.00
As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale to fit you client’s objectives, and methods to maximize after-tax cash.

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

Presented by Channing Hamlet and Greg Banner, President

Add to cart
Handling the Sale of a Business
$25.00
Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.

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

Presented by Freddy Garmo & Alex Matuk

Add to cart
Long Term Care – Where We’ve Been, Where We Are, and Where We’re Going
$25.00
Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning — it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.

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

Presented by Trey Fairman, J.D., LL.M & Teri A. Olsen, President, LTC Expert

Add to cart
Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity
$25.00
All of our clients own real estate — from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search of wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.

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

Presented by Ryan Ponsford & Freddy Garmo, Esq.

Add to cart
Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

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

Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.

Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’

Add to cart
California Forum for Accountants – Full 7-Part Series
$140.00
This 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 Analyst

Evolving 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 Gardner

Life 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.)

Add to cart
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.)

Add to cart
California Forum for Attorneys – Full 6 Part Series
$120.00
This 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 Gardner

Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

Secrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

From Their Perspective – How to be Relevant in “Google-Land”
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

A 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.)

Add to cart
Medicare versus Medi-Cal
$25.00
Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Kathe Kline, ChFC and Scott Stewart, Esq.

Add to cart
Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00
Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.

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

Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.

Add to cart
Wealthy Clients and Their Children Get in Trouble Too
$25.00
What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family.

Presented by Richard Katzman, Esq.

Add to cart
Buy-Sell Agreement and Contingency Planning
$0.00
Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.

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

Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

Add to cart
Large IRA
$25.00
Do you know what kills more large IRA accounts than anything else? – Admiration. Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.

Presented by Aubrey Morrow

Add to cart
The Art of Professional Collaboration
$25.00
Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.

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

Presented by John Jenkins, AEP®, EA, CFP®

Add to cart
The Evolution of Planning with Entrepreneurs – What’s Next?
$25.00
Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve as she reveals how C-suite options and staffing may help you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.

Presented by Eve Nasby

Add to cart
Health Care Reform 101 with Kristin Kahle
$25.00
Join Kristin as she shares insights to help you and your clients understand how they will be affected by the health care reform. Learn the 41 taxes inside health care; what the employer shared responsibilities are; timelines and deadlines; what you need to know about compliance; and business strategy ideas that will help your business owner clients plan for the future.

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

Presented by Kristin Kahle, MBA

Add to cart
Final Peace to Pre-Planning
$25.00
Celesd will have a conversation with you about the financial and emotional benefits of pre-arranging funeral and cemetery needs long before the need arises. What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. We will also discuss how to supplement your service offerings through professional collaboration.

(Purchase of this product will include an Audio recording of the presentation.)

Presented by Celesd. F. Willoughby, Advanced Planning Department Manager for Dignity Memorial

Add to cart