Showing 49–72 of 135 results
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The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers
$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
Join us for this very special session where you can participate in a 30 minute “Virtual Dementia Tour.” Experience the overwhelming effects of trying to perform everyday tasks for a person living with memory loss. Unlike other virtual dementia tours, this comprehensive tour encompasses tasks and exercises that are essential for professionals and caregivers to experience. *Must register to participate (limited to the first 18 registrants)*
We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Topete and Ashlea Rose with Silverado
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Are Your Referable? – The Practice Experience
$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director & Stephanie Downer, Esq.
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Mental Health 101 – Special Needs Protection
$25.00Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.
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Important Considerations In the Sale of Your Client’s Business
$25.00As 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 for fit with your client’s objectives, and methods to maximize after-tax cash.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
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Don’t be Stuck in the “Wait and See” Trap!
$25.00Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration. Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.
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Using DAFs to Create Collaboration and Increase Family Philanthropic Impact
$25.00In recent years Donor Advised Funds have become a phenomenal philanthropic tool that can foster collaboration among both the family and their advisory teams. Learn questions to uncover how DAFs can be combined with other strategies to create the right charitable pathway for clients. Debunk common myths when it comes to leveraging complex assets like real estate or closely held business interests for charitable giving. Create inclusive planning strategies that can be beneficial for both the family and the professional advisory teams. This collaboration can increase the beneficial impact to the family, their philanthropy, the advisors relationships with one another and the community at large.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Laura Malone, CAP®, CEPA
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The Five Essential Documents
$25.00Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.
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Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
$25.00Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.
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Cloud Based Software – Everything You Always Needed and Wanted
$25.00Practice 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 Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
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When Does Incapacity Limit Your Clients’ Rights
$0.00Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Dr. Diane Darby Beach and Scott Stewart*SCROLL DOWN FOR FREE RECORDING*
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Trump’s Tax Reform – Where Are We Now?
$0.00Are you prepared to take advantage of Trump’s tax reform plan? At this session, we will discuss tax reforms that will have taken place already under the new administration as well as changes that we are still expecting to occur.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Laura Stees
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Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. 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. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot -
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The Case for Baby Boomer Clients in Your Practice
$25.00As 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 – which can drastically enhance your revenue and practice stability, 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 an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen
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How Charitable Strategies Enhance Estates – 2017
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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I Told You That I Loved You 20 Years Ago – If That Changes, I’ll Let You Know
$25.00What should you do – 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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7 Steps to a Successful Business Exit
$25.00Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:
- Structuring your business to attract buyers
- Selling your business to family members or key employees and still getting the cash you need
- Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
- Selling to whom you want, when you want, and get the income you want
- The Seven Steps to a Successful Exit
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
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Depolarizing the Millennial Workplace
$25.00What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:
- The key trends that define the millennial generation
- 6 steps to bridge the generational gap between youth and experience
- How to deliver value to connect with your customers and employees
- How to stay relevant in today’s crazy, fast-changing world
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Dan Negroni, Founder and CEO of Launchbox
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Medi-Cal Assisted Living Waiver Program: Your Questions Answered
$25.00Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients. They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients. This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Bill Mathis and Kathleen Marek-King, RN -
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Tax Planning Strategies Under the New Administration
$25.00Now that a new president has been sworn in, it is highly likely that the tax law will receive a dramatic makeover. Although it is tough to predict what the final revisions will look like this year, it’s clear that President-Elect Trump and the Republican Controlled Congress want to lower taxes. Now is the perfect time to explore tax planning strategies that will align with the new administration.
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The Three Doors to Estate Planning
$25.00This workshop will explore the 3 doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.
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Beyond Resistance: Effective Strategies For Overcoming Resistance
$25.00Working with older adults offers many benefits, but it can also involve challenges and frustrations such as: physical limitations, cognitive impairments, changes in environment, loss of independence, as well as many others. As professionals attempt to alleviate or reduce the challenges that affect older adults by suggesting changes and solutions, resistance to change is often exhibited. While this is a normal response – how we deal with and attempt to resolve this resistance is the key element. You will learn about the roots of resistance in the elderly population – why are they resistant, what causes resistance – and how to overcome it. By acknowledging and learning to understand the reasons behind resistance, we can learn effective strategies and techniques to help our patients/clients improve their quality of life and well-being.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Amy Burfitt, Elder Care Consultant, LivHOME, Inc. and Shelley Lightfoot, Executive Director
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Business Buy/Sell and Contingency Planning
$25.00Greg 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. Some topics to be discussed:
- What is a buy-sell Agreement?
- Learn to control your business and its ultimate transition
- Understand the need and advantages
- Triggering events and understanding the need for a buy-sell agreement
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Challenges Associated with End of Life
$25.00Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.
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Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
