Showing 1–24 of 43 results

  • Why SCI

    The Gathering 2018

    $420.00

    The Gathering

    Networking, Learning, and Advice

    The Gathering 2018

    Thursday, February 22nd and Friday, February 23rd

    The Westin San Diego Gaslamp Quarter

    91011966 El Camino Real
    San Diego, CA 92101

     

    Visit www.Gathering2018.com for details and updates.

    Holiday Special – BOGOHO Ho ho ho!
    Buy One Get One Half Off
    Offer ends January 1

    Sponsor-Exhibitor Application Coming Soon

    Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    Participation Fee:
    The Gathering – $420
    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    The Westin San Diego Gaslamp Quarter
    910 Broadway Circle
    San Diego, CA 92101

    Use this link to receive the Special Room Rate of $209.

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  • Business Owners & Planning

    The Founders Group – Business Transition Planning Services

    $25.00

    100% of Businesses will transition.  The  questions are how, and when, and why.  What we would like to do is give the Business Owner  control over that transition.  What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.

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

    Presented by Melisa Silverman and Jeffrey Kates

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  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

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

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Business Owners & Planning

    Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives

    $25.00

    As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees.  From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients.   Learn how to make sure you and your clients avoid common pitfalls.

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

    Presented by Melisa Silverman and Alex Matuk

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  • Business Owners & Planning

    Understanding Exit Options:  What Advisors Need to Know to Help Clients Make Sound Transition Decisions

    $25.00

    There are seven ways to exit a privately-held business and keep it private.  This session covers the pros and cons of each and makes a business case for an Advisory approach that embraces “hybrid” transition strategies.

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

    Presented by Sean Hutchinson

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  • Retirement Planning

    When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”

    $25.00

    What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

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

    Presented by R.J. Kelly and Addie Murdock

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  • Elder Care Planning

    Reporting Elder Abuse: Should I? Must I? Or Must I Not?

    $25.00

    Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals.  These are especially prevalent in the health care and financial fields.  However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information.  Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.

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

    Presented by Peter Myers and Sheila K. Robello

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  • Estate Planning

    The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”

    $25.00

    So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done.  As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list.  Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice.  These next two years may well be the best years of your practice.

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

    Presented by William Conway 

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  • Business Owners & Planning

    Family Businesses: Recognizing the Areas of Conflict at the Intersection of Family, Ownership, and Management

    $25.00

    A truly sustainable system allows the boundaries among family, ownership, and business management to flex, bend, and absorb the occasional shocks. A sustainable system that contains dynamic and elastic boundaries is both healthy and essential. During this presentation, participants explore:

    • The most common conflicts encountered in family businesses
    • The best practices in resolving conflicts in the moment
    • The enduring approaches that allow a family system to flourish and remain flexible in the midst of stress and change

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

    Presented by Emily Bouchard

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  • Related Industry and Topics

    The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands

    $25.00

    The use of trust advisors and protectors in domestic trusts has increased dramatically in recent years. The popularity of trust advisors and protectors is reflected in the growing body of statutory recognition, extending beyond directed trust statutes to other states as the Uniform Trust Code spreads. Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust advisors and protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. In this session we Matt will examine the law and develop a framework for practicing with trust advisors and protectors in new and more sophisticated ways.

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

    Presented by Matt McClintock

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  • Estate Planning

    Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients

    $25.00

    The advisors in the future will be more than a specialist.  Exit planning is a growing need and advisors have an opportunity to understand their role in the exit planning ecosystem and position themselves for more visibility (both to clients and referral sources) and as a true provider of solutions.  Join Scott as he overviews the market statistics from the State of Owner Readiness Survey, dissects the exit planning and value acceleration process, showcases models that can be used to educate owner and advisor groups, gives real-world examples in an Aspire Management Case Study, and provides actionable takeaways that you can use immediately in your business development strategy.

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

    Presented by Scott Snider

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  • Cloud Based Software – Everything You Always Needed and Wanted

    $25.00

    Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff.  Join our friends Ali and Tomas to make sense of the decision you have to make.  NOTE:  We moved from Time Matters!

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

    Presented by Ali Mirdamadi and Tomas Suros

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  • Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?

    $25.00

    How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope?  Lost opportunity is loss of pure profit.  Darin will explain how to use potential client conversion software while remaining profitable and professional.

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

    Presented by Darin Adams

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  • Social Media – “Smocial” Media

    $25.00

    So, you tried it yourself, you paid others, and you got even more frustrated – at best your increase in business has been inconsistent and you are thinking this is a waste of time!  Today, true message impact and the steps to get there will be unveiled. Join the party . . . and the future!

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

    Presented by Dean DeLisle

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  • Mistakes & Lessons – Marketing and Practice Management

    $25.00

    Join Shelley and friends as they share practical tools to launch your practice into the next generation with social media mastery, client conversion strategies and tracking, and your dream cloud software package.  Find out how to make it (and how not to) all flow and work together like a fine-tuned machine!

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

    Presented by Shelley Lightfoot

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  • Charitable Planning – Partnering with “Your” Charity

    $25.00

    Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving options.

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

    Presented by R.J. Kelly and Elise Webster.

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  • Financial Planning

    What Every Estate Planner Should Know About International Planning

    $25.00

    The U.S. is currently the “Switzerland” of years past, and more and more wealthy non-U.S. persons are investing in moving to the U.S. However, absent planning, these individuals will be unnecessarily subject to significant U.S. income and transfer tax. Jonathan will discuss the increasing importance of the rules surrounding typical international client scenarios, planning options, and traps for the unwary.

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

    Presented by Jonathan A. Mintz, Esq.

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  • Financial Planning

    Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies

    $25.00

    Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.

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

    Presented by Daniel Morilak

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  • Elder Care Planning

    The Case for Baby Boomer Clients in Your Practice

    $25.00

    As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

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

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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  • Business Owners & Planning

    The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)

    $25.00

    Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking.  Join Eve and Matt as they reveal how C-suite options and staffing may have 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.

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

    Presented by Eve Nasby and Matt Brogdon, PRC

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  • Financial Planning

    Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance

    $25.00

    A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.

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

    Presented by Justin Smith and Amanda Eldridge, CLU, ChFC

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  • Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?

    $25.00

    Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.

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

    Presented by Peter Myers, Esq. and Sean Kinney, Esq.

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  • Financial Planning

    Insurance Bootcamp Fast Start Workshop

    $25.00

    From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.

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

    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

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  • Asset Protection

    Making Asset Protection Less Complicated and Better for the Client

    $25.00

    So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.

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

    Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.

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