Joseph J. Strazzeri

Showing 1–24 of 45 results

  • LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018

    $99.00

    The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.

    Click Here for more details, list of topics, and presenters.

    Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce.  Contact Melisa Silverman at (818) 758-8457.

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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 – 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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  • The Gathering 2018 – Lunch Presentation: Care To Know

    $0.00

    Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help.  He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.

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

    Presented by Joseph Strazzeri, Esq.

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

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

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  • Advisor in Wealth Strategies Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Advisor in Wealth Strategies (AWS) May 2018

    Increase Your Technical Knowledge

    The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical knowledge.

    AWS serves as a pre-requisite for the LWS Program.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Application completion is required before attending first session.

     

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  • Advisor in Wealth Strategies Advisor Program May 2018

    $4,500.00

    Increase Your Technical Knowledge

    The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

    • The difference and intricacies between wealth strategies advice and engagement;
    • Product and strategy marketing;
    • Practice management processes; and
    • Technical knowledge.

    AWS serves as a pre-requisite for the LWS Program.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Application completion is required before attending first session.  Application will be provided via email when purchase is made.

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  • Laureate in Wealth Strategies (LWS) Program Deposit – May 2018

    $450.00

    Place Your $450 Deposit – Reserve Your Seat for our

    Laureate in Wealth Strategies (LWS) May 2018

    (Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)

          Improve Your Quiet Confidence

    The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • Laureate in Wealth Strategies (LWS) Program – May 2018

    $4,500.00

          Improve Your Quiet Confidence

    The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

    • wealth strategies client partnering; benefit and process marketing;
    • advanced case management – process and protocols; and
    • integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    $4,500 Participation Fee

    Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

    Participants must have completed the pre-requisite Advisor in Wealth Strategies program before enrolling in this course.

    Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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  • Business Owners & Planning

    Engaging Closely Held Businesses – Value Creation and Transitions

    $25.00 $0.00

    Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself.  The topic has been overly generalized and prematurely narrowed: keep versus sell.  Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want.  Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business.  The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.

    (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, CVA, SBA, CMEA, and Joe Strazzeri, Esq.

    *PLEASE NOTE: The Audio and Video for this product is being prepared for delivery.  You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.

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  • The 4 Essential Elements Your Future Practice Needs to Survive and Excel

    $0.00

    Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

    Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

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

    Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot

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  • Don’t be Stuck in the “Wait and See” Trap!

    $25.00

    Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration.  Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.

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

    Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

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  • Related Industry and Topics

    Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail

    $25.00

    Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.

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

    Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.

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  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

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

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

    Add to cart
  • Laureate in Wealth Strategies Program November 2017

    $4,500.00

    Improve Your Quiet Confidence

    The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

    • Wealth strategies client partnering; benefit and process marketing;
    • Advanced case management – process and protocols; and
    • Integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

    Program Dates: Tuesday, November 7 – Saturday, November 11, 2017

    Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course

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  • Estate Settlement

    How to Avoid Conflict Before Estate Settlement

    $25.00

    A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq.

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  • Asset Protection

    Making Asset Protection Less Complicated and Better for the Client

    $25.00

    So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.

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

    Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.

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  • Kicking Off the New Year with a Plan to Increase Revenue

    $25.00

    Setting  the  stage  for  rapport  in  larger  business  events,  cocktail  conversations,  private  social  events,  and  first  business  meetings  often  leads  to  larger  engagements.    Join  Joe  and  Shelley  for  a  discussion  about  techniques  you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community.  Learn how you can deliver a consistent and effective message during all those conversations and presentations so they lead to larger engagements with your favorite type of clients.

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

    Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

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  • Business Owners & Planning

    Choosing to See Behind Business Realities

    $25.00

    Many business owners strive to reach the stage of business where they are only as involved as they enjoy.  Joe and Barry will share a process to help you attract business owner clients by helping them see behind the business realities.  No matter what the driving issue, business owners and their teams often spend hours of effort addressing the symptom to only have to do it all over again…and again…and again. We believe that expanding perspective creates new possibilities and revitalizes new opportunities, information, and courses of action. Consider the opportunities for your clients’ businesses – as well as your own!

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

    Presented by Joe Strazzeri, Esq. and Barry Waxler, The Founders Group

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  • Questions About End-of-Year Client Wealth Planning

    $25.00

    Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

    (Purchase of this product includes the Audio Recording of this presentation.)

    Presented by Joseph J. Strazzeri, Esq.

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  • Post-Election After Shock – Standard Registration

    $1,700.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    The Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

    For more information, please visit www.2016AfterShock.com

     

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  • Post-Election After Shock – Members Registration

    $1,500.00

    THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?

    How will your planning strategies and tools be affected? Which are safe or need to change?

    How will your clients be affected – financially and emotionally?

    What should you do to help?

    Everything you Need to Know, Do, and Say After the Election

    table

    Location:
    Southern California Institute

    3636 Nobel Drive, Suite 450
    San Diego, CA 92122

     

    For more information, please visit www.2016AfterShock.com

    Add to cart
  • 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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