Showing all 5 results

  • 9 Ways out of Highly Appreciated Property

    $25.00

    The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.

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

    Presented by Maureen Verduyn, CFP, EA, M.Ed. and Joe Strazzeri, Esq.

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  • Get More and Better Clients From Professionals and Clients

    $25.00

    Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with. Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.” Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.

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

    Presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver

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  • The Gathering 2018 – Lunch Presentation: The Southern California Institute at a Glance

    $25.00

    Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors.  They will describe  variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering.  Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with.  ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

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

    Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq. 

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

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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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  • 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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