Showing all 12 results

  • Gala Individual Ticket

    $250.00

    Please join us for a 70’s Attire Affair:

    Circle of Friends Charity Gala

    Thursday, February 21, 2019

    San Diego Marriott – Del Mar
    11966 El Camino Real
    San Diego, CA 92130

    Cost: $250

    5:30-6:30pm: COME AND GET YOUR LOVE Reception

    6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising

    8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming

    Proceeds to Benefit Rady Children’s Autism Discovery Institute

    If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.

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  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is 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.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

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

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  • The Gathering 2018 – Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning

    $25.00

    In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.

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

    Presented by Baruch Littman and Ellen Rosen, Esq.

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

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  • Using DAFs to Create Collaboration and Increase Family Philanthropic Impact

    $25.00

    In 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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  • How Charitable Strategies Enhance Estates – 2017

    $25.00

    Wealthy 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®

    PREVIEW:

     

     

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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.

    PREVIEW:

     

     

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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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  • How to Turn Opportunity Into Revenue

    $25.00

    Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.

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

    Presented by Randy Fox and Lee Hoffman

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  • Do We Really Need to Talk About It?

    $25.00

    It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears.  It is no wonder we have a hard time reaching consensus, feeling heard, and taking action …  In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.

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

    Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS

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  • How Charitable Strategies Enhance Estates – 2014

    $25.00

    Wealthy 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 Audio recording and a PDF copy of the presentation.)

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

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  • How Charitable Strategies Enhance Estates – 2013

    $25.00

    Wealthy 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 Audio recording and a PDF copy of the presentation.)

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

    Click play to watch a short video about ‘How Charitable Strategies Enhance Estates’

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  • Philanthropic Planning in SD with Sharp HealthCare

    $25.00

    During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation

    Click play to watch a short video about ‘Philanthropic Planning in SD with Sharp HealthCare’

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