Jeffrey Dunham

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  • California Forum for Accountants – Full 7-Part Series

    $140.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.

    Proper Reporting May Prevent Estate Litigation
    Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

    Secrets from the Board Room – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

    From their Perspective – How to be Relevant in “Google-land”
    Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.

    Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Life Insurance – Appropriate? Or Even Necessary?
    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

    Running Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

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

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  • California Forum for Attorneys – Full 6 Part Series

    $120.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

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

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

    Your Client Will Run Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Secrets from the Boardroom – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    From Their Perspective – How to be Relevant in “Google-Land”
    Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

    A Different Perspective on Preparing for Your Day in Court
    Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

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

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  • What Rich People Really Want

    $25.00

    Do you really know what your affluent clients want? They may communicate to you what they think they “need,” but many times advisors miss the true intended “want” and end up providing complex solutions versus simplistic resolutions. Join Jeffrey and Lynsey as they help us explore the high-net-worth client environment – wealth transfers, intra-family discussions, realistic and potential tragedies, client education, communication, and understanding, as well as how you can conceivably become the central resource for the entire family.

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

    Presented by <em>Jeffrey Dunham, CEO and Founder &amp; Lynsey Richardson, Private Client Analyst</em>

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  • Financial Planning

    Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys

    $25.00

    Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

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

    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis

    Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’

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  • What Now for Estate Planning – 20% Off – Full 9 Part Series

    $180.00

    What Now for Estate Planning Attorneys and Their Practice?

    March 22, 2013, San Diego, CA

    COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE

    The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
    compare and contrast various services such as marketing, drafting software, practice management, communication
    software, and education programs – all in one place! Join us for a full day with the providers themselves –
    understand the tools available to help you determine what you should be doing to attract, engage, and work with your
    favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.

    (Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
    Some presentations were presented using proprietary software and no Power Points were provided.)

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  • Asset Protection

    And the Winner Is . . . Nevada?

    $25.00

    Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.

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

    Presented by Jeffrey Dunham and Jeffrey Burr, Esq.

    Click play to watch a short video about ‘And the Winner Is … Nevada?’

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  • Dunham Trust Company

    $25.00

    In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.

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

    Presented by Jeffrey Dunham

    Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’

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  • Asset Protection

    Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants

    $25.00

    You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck. Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysem.

    Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

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

    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyzer

    Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’

    Add to cart