Lynsey Richardson

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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 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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  • 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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  • Financial Planning

    Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs

    $25.00

    You’re helping your wealthiest clients and prospects plan their future. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Secure YOUR seat at the table for generations.

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

    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’

    Add to cart
  • 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