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Under-Utilized Tools for Today’s Business Succession Planning Needs
$25.00Gain 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.
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Questions About End-of-Year Client Wealth Planning
$25.00Now 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.
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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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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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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
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