Showing all 22 results

  • Financial Planning

    Financial and Estate Strategies for the Large IRA

    $25.00

    Do you know what kills more large IRA accounts than anything else? Admiration! – Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income tax and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.

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

    Presented by John Jenkins AEP, EA, CFP® and, Monica Szakos Cramer, Financial Advisor

     

     

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  • Financial Planning

    The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-returns risk”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.

    Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving spouse.

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

    Presented by John L. Jenkins and Monica Cramer

     

     

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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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  • Estate Planning

    The Three Doors to Estate Planning

    $25.00

    This workshop will explore the 3 doors to estate planning: family; charity; and the IRS.  It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning).  We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.

    Add to cart
  • Estate Planning

    The Bucket Plan®

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
    Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.

    (Purchase of this product will include an Video & 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 – 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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  • Estate Planning

    Heritage Planning – The Third Element to Multi-Generational Planning

    $25.00

    John  will  share  the  elements  of  Heritage  Planning –  those  things  that  are  needed  to  sustain  family  wealth  and  unity across generations.  The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations.  Heritage Planning allows them to pass “who they are” to future generations.    Heritage  Planning  does  not  compete  with  Estate  and  Financial  Planning  – rather,  it  is  the  next  element needed to prepare the family and get them working together to stay together for multiple generations.

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

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

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  • California Forum for Accountants – Full 7-Part Series

    $175.00 $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 ICAs – Full 12 Part Series

    $300.00 $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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  • California Forum for Attorneys – Full 6 Part Series

    $150.00 $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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  • Collaboration

    The Art of Professional Collaboration

    $25.00

    Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.

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

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

     

     

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  • Estate Planning

    The Three Doors of Estate Planning

    $25.00

    This workshop will explore the 3 doors of estate planning: family, charity, and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize if not completely zero-out the benefit to the IRS.

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

    Presented by John Jenkins, AEP, EA, CFP

    Add to cart
  • Retirement Planning

    The Large IRA

    $25.00

    Do you know what kills more large IRA accounts than anything else? – Admiration. Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.

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

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘The Large IRA’

    Add to cart
  • 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’

    Add to cart
  • Estate Planning

    3 Doors to Estate Planning

    $25.00

    This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.

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

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘3 Doors to Estate Planning’

    Add to cart
  • Retirement Planning

    Income for Life Model: NextPhase, Retirement Income Distribution Solutions

    $25.00

    The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model® provides a sound foundation for creating that income.

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

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘Income for Life Model…’

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  • Estate Planning

    Heritage Planning

    $25.00

    John and Bill will share the elements of Heritage Planning – those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations. Heritage Planning allows them to pass “who they are” to future generations. Heritage Planning does not compete with Estate and Financial Planning – rather, it is the next element needed to prepare the family and get them working together to stay together for multiple generations.

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

    Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner, & Bill Super, CPA

    Click play to view a short video about ‘Heritage Planning’

    Add to cart
  • Retirement Planning

    Running Out of Money Without Proper Distribution Planning

    $25.00

    John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Click play to watch a short video about ‘Running Out of Money…’

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  • Retirement Planning

    Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys

    $25.00

    John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’

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  • Asset Protection

    Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”

    $25.00

    From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.

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

    Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

    Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘

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  • Retirement Planning

    Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs

    $25.00

    John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

    Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’

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  • Estate Planning

    What Matters?

    $25.00

    Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.

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

    Presented by John Jenkins, CEO

    Click play to watch a short video about ‘What Matters?’

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