Stephen Mancini Archives - Southern California Institute Wealth Strategies Education & Advisor Resources

Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool
$25.00
Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell. Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.

(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, CEVA, SBA, CMEA and Stephen Mancini, Esq.

Add to cart
Getting off the 1031 Exchange Train Without Having to Die – Nov
$25.00
The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.

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

Presented by Maureen Verduyn, CFP, EA, M.Ed. and Steve Mancini, Esq.

Add to cart
Trustee Training: Rights and Responsibilities – Oct 11
$25.00
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

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

Presented by Steve Mancini, Esq.

Add to cart
The Four Questions Every Business Owner Should Clearly Know the Answers To
$25.00
Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party. These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next? Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions. Leave with a plan, process, and how to accomplish it.

(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, CEVA, SBA, CMEA and Steve Mancini, Esq.

Add to cart
EPI Webinar – Standalone Practice Launch
$0.00
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.

This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.

(Purchase of this product will include a Video recording of the presentation.)

Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director

Add to cart
Why Most Estate Plans Fail – When the Diagnosis is Dementia
$25.00
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.

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

Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Add to cart
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.

Add to cart
The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
$25.00
Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

(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, CEVA, SBA, CMEA and Steve Mancini, Esq.

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

Add to cart
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.
Add to cart
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.
Add to cart
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.
Add to cart
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.
Add to cart
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

Add to cart
Trustee Training: Rights and Responsibilities
$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that 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 addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

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

Presented by Stephen Mancini, Esq. and Brooke Jensen, Esq.

Add to cart
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.

Add to cart
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
Add to cart
Insurance Bootcamp Fast Start Workshop
$25.00
From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.

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

Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

Add to cart
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

Location:
The Southern California Institute

3636 Nobel Drive, Suite 450
San Diego, CA 92122

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

Add to cart
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

Location:
Southern California Institute

3636 Nobel Drive, Suite 450
San Diego, CA 92122

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

Add to cart
Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that 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 addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

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

Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.

Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’

Add to cart
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
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.)

Add to cart
Are you Referable?
$25.00
We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

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

Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.

Click play to watch a short video about ‘Are You Referable?’

Add to cart