Jeff Groves

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  • California Forum for ICAs – Full 12 Part Series

    $240.00

    The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.

    This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.

    A New Way to Attact Business Owners
    Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

    America’s New Gold Rush: Working with Affluent Foreign Nationals

    Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)

    Your Client Will Run Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

    Understanding the Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor

    Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
    Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

    Captive Insurance Companies – Opportunities and Hazards
    Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.

    Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
    Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA

    Secrets from the Boardroom? Trusts & Public Mutual Funds 
    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Realities and Benefits of Using Alaska Trusts
    Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

    Social Media – Creating Your Online Presence and Keeping Compliant?
    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    The Four Keys To Marketing Your Practice
    Presented by Mark Merenda

    Marketing Lessons From the MoviesYour Practice
    Presented by Mark Merenda (PDF Only)

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

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  • Social Media – Creating Your Online Presence and Keeping Compliant?

    $25.00

    Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about.

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

    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’

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