Showing all 12 results

  • Estate Planning

    Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

    $25.00

    Effective planning is as much or more about preserving family relationships as it is about preserving family assets.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.

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

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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  • Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies

    $25.00

    Real Estate investing has been a fundamental driver of wealth building in America. The powerful attributes rely on multiple tax advantaged provisions in the tax code. Come gain important knowledge in 1031 exchange services and strategies from two of the most experienced professionals in the field. This knowledge can drive opportunities for your clients who own appreciated Real Estate and are looking for diversification and fresh estate planning ideas. Realtors, CPAs and estate planning attorneys are encouraged to attend.

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

    Presented by William Exeter, President and CEO, and Charles Jensen, SVP: Moderated by Kevin Hughes, CFP

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  • Elder Care Planning

    Long Term Care Options – What Families Need to Know Before the Crisis

    $25.00

    Learn about the LTC options available and the costs associated.  Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?;  What are the different levels of care and how do I choose?  How much does it cost?

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

    Presented by Amy Abrams, Alzheimer’s San Diego and Amy Burfitt, Livhome

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  • Elder Care Planning

    The Elephant in the Room: The Retirement Challenge No One Else Talks About

    $25.00

    No one can predict how long their retirement might last, or what financial hiccups they may encounter along the way, but the more a retirement plan addresses common risks such as the need for long-term care, the better the chances are that a retirement plan will be successful.

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

    Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower

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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 – Medi-Cal and Medicare: Who, When, How – and What’s Next?

    $25.00

    Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.

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

    Presented by Diane Gaswirth and Scott Stewart, Esq.

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

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  • Elder Care Planning

    Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

    $25.00

    Effective planning is as much or more about preserving family relationships as it is about preserving family assets.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.  Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.

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

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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  • Business Owners & Planning

    Family Businesses: Where Are you Going and How Will You Get There?

    $25.00

    One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.

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

    Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates

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  • Elder Care Planning

    3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning

    $25.00 $0.00

    Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.

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

    Presented by Martha Rańōn, Southern Caregiver Resource Center and Scott Stewart, Esq.

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  • Elder Care Planning

    Choosing a Care Setting for a Loved One with Dementia

    $25.00

    When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option.  Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them.  Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.

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

    Presented by Lisa Tyburski and Scott Tarde, Glenner Center

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  • Elder Care Planning

    Crisis Planning – What to do when the Worst Case Scenario Happens

    $25.00

    Surprisingly, there are still options available to help even in the midst of a healthcare crisis. Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation. Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.

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

    Presented by Scott Stewart., Esq. and Alexis Bastedo, Esq.

     

     

     

     

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  • Elder Care Planning

    The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers

    $25.00

    We 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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