Showing all 21 results

  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend 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

    Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This 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.

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  • Collaboration

    How to Build an Effective Multi-Disciplinary Team

    $25.00

    In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group

     

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  • Estate Planning

    Brain Injury and Special Needs Trusts

    $25.00

    Queen 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. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn 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.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by: Queen Mateo and Scott Stewart

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  • Estate Settlement

    How to Avoid Conflict Before Estate Settlement

    $25.00

    A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the 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 addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq.

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every 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 take to get your money from a scale 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 Video & Audio recording and a PDF copy of the presentation.)
    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Elder Care Planning

    The Biggest Boogie Man for Baby Boomers and Beyond

    $25.00

    When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living.  And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death.  Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care.  How will they pay for it and not leave the well-spouse impoverished?  Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.

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  • Related Industry and Topics

    P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense

    $25.00

    Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent

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  • Elder Care Planning

    The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning

    $25.00

    Years ago, helping clients navigate senior care wasn’t so complicated.  Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming.  Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq.

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  • Estate Planning

    The Bucket Plan®

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
    Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.

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

    Presented by John L. Jenkins, AEP, EA, CFP®

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  • Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!

    $25.00

    We make mistakes – lots of them.  But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends.  Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.

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

    Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director

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  • Elder Care Planning

    We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation

    $25.00

    Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.

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

    Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.

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  • Business Owners & Planning

    Choosing to See Behind Business Realities

    $25.00

    Many business owners strive to reach the stage of business where they are only as involved as they enjoy.  Joe and Barry will share a process to help you attract business owner clients by helping them see behind the business realities.  No matter what the driving issue, business owners and their teams often spend hours of effort addressing the symptom to only have to do it all over again…and again…and again. We believe that expanding perspective creates new possibilities and revitalizes new opportunities, information, and courses of action. Consider the opportunities for your clients’ businesses – as well as your own!

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

    Presented by Joe Strazzeri, Esq. and Barry Waxler, The Founders Group

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  • Business Owners & Planning

    Be A Hero in the Sale of Your Client’s Business

    $25.00

    As 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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  • Business Owners & Planning

    Handling the Sale of a Business

    $25.00

    Whether 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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  • Elder Care Planning

    Medicare versus Medi-Cal

    $25.00

    Do 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

    $25.00

    Join 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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  • Related Industry and Topics

    Wealthy Clients and Their Children Get in Trouble Too

    $25.00

    What 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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  • Business Owners & Planning

    Buy-Sell Agreement and Contingency Planning

    $25.00 $0.00

    Greg 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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  • Retirement Planning

    Large IRA

    $25.00

    Do 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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  • Business Owners & Planning

    The Evolution of Planning with Entrepreneurs – What’s Next?

    $25.00

    Financial, 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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