Showing all 2 results

  • 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.)

    Add to cart

  • From Their Perspective – How to be Relevant in Google-Land for Accountants

    $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. Join Rob and Pablo 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. Discover ways to compel your prospective clients to completely engage you, your team, and your process.

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

    Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney

    Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’

    Add to cart