Showing 97–120 of 135 results
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Be A Hero 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 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
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Handling the Sale of a Business
$25.00Whether 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
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Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00A 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’
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Medicare versus Medi-Cal
$25.00Do 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. -
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Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00Join 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.
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Wealthy Clients and Their Children Get in Trouble Too
$25.00What 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.
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Buy-Sell Agreement and Contingency Planning
$0.00Greg 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.
(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.
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Large IRA
$25.00Do 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
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The Art of Professional Collaboration
$25.00Affluent 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®
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The Evolution of Planning with Entrepreneurs – What’s Next?
$25.00Financial, 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
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Health Care Reform 101 with Kristin Kahle
$25.00Join 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
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Final Peace to Pre-Planning
$25.00Celesd 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
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Expectation Marketing
$25.00Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.
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1031 Tax-Deferred Exchange Refresher Digital
$25.00As the real estate market picks up, 1031 tax-deferred exchanges are making a come-back–make sure you are up-to-date. Kelly will briefly review the basics of forward and reverse exchanges and provide you with an update on recent changes in the tax law. She will also discuss the benefits of exchanges of non-real estate assets.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kelly Pearl, CES
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Helping Clients Navigate the San Diego Real Estate Market
$25.00From record highs to frightening lows, our local real estate market has experienced extremes over the past decade. Now, more than ever, clients are looking for credible advice in one of two areas – how do they exit over-leveraged, underwater residential real estate? Or, how might they take advantage of potential opportunities? This session will be an active discussion on strategies for exit as well as for investment. We’ll also discuss how you can position yourself to help clients that are seeking advice.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford
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The Three Doors of Estate Planning
$25.00This workshop will explore the 3 doors of 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.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
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Tax-Advantage Opportunities for Business Owners
$25.00Traditionally, companies chose between implementing either a Defined Contribution Plan, such as a 401(k)/profit sharing plan, or a Defined Benefit Plan. Each type of plan has benefits and limitations. Bill will discuss the benefits and features of Defined Benefit Plans and the opportunity that recent tax law changes present. These rule changes have fostered the resurgence of qualified retirement plans, especially for partners/owners looking for larger tax deductions and asset protection.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by William Fortner
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Introducing Collaborative Partners & Understanding Their Revenue
$25.00Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.
(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
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Building a More Modern Portfolio
$25.00Financial market risks are currently high for both equity and fixed income investments. One tried and true method for managing these risks is diversification. However, markets have become increasingly correlated, reducing the benefits of diversification achieved through allocations to traditional stocks and bonds alone. Alternative investments have been in high demand as advisors and investors look for portfolio diversifiers to help smooth portfolio volatility, especially during times of crises. Jason and Maureen will discuss the importance of liquid, transparent, exchange traded alternatives.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Presented by Jason D. Griffith, Vice President Institutional Sales and Maureen Verduyn, CFP®, MEd
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The Valuation Enhancement Approach
$25.00Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, PhD, ASA, CBA, CVA.
Click play to watch a short video about 'The Valuation Enhancement Approach'
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Begin With the End in Mind
$25.00From 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.
Click play to watch a short video about ‘Begin with the End in Mind?’
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The Large IRA
$25.00Do 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.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘The Large IRA’
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7 Steps to Successful Business Exit Strategies
$25.00Every business owner needs to plan with the end in mind as to 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.
(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.
Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’
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Engaging Clients with Real Estate at Thursday Insights
$25.00All 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 for 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 and Freddy Garmo, Esq.
Click play to watch a short video about ‘Engaging Clients with Real Estate’
