Showing 193–216 of 236 results

  • Retirement Planning

    Running Out of Money Without Proper Distribution Planning

    $25.00

    John 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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  • Financial Planning

    Life Insurance – Appropriate? Or Even Necessary?

    $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 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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  • Business Owners & Planning

    Understanding the Reporting Requirements and Liabilities for Business Owners

    $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

    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

    $25.00

    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. 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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  • Business Owners & Planning

    Evolving the Business for Accountants – Yours and/or Your Clients’

    $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. 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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  • Estate Settlement

    Proper Reporting May Prevent Estate Litigation

    $25.00

    Understand 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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  • Business Owners & Planning

    Evolving the Business for Attorneys- You and/or Your Clients’

    $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. 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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  • Estate Settlement

    A Different Perspective on Preparing for your Day in Court

    $25.00

    Traditional 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

    $25.00

    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. 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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  • Financial Planning

    Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys

    $25.00

    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 Analysis

    Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’

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  • Retirement Planning

    Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys

    $25.00

    John 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’

    Add to cart
  • Business Owners & Planning

    Understanding the Liabilities for Business Owners as Fiduciaries

    $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

    Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’

    Add to cart
  • 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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  • Monetizing Current/Future Business Owner and Advisor Relationships

    $25.00

    “Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.

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

    Presented by Carl Sheeler, PhD, CBA, AVA

    Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’

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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?’

    Add to cart
  • 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’

    Add to cart
  • 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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  • California Forums 2013 – 20% Off – Full 9 Part Series

    $225.00 $180.00

    The 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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