

$149.00
Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!
Thursday, June 21, 2018
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037
The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
For more details, visit www.caforum2018.com
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!
Thursday, June 21, 2018
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037
The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
For more details, visit www.caforum2018.com
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning 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 Ryan Alexeev, Esq. and Kimberley Best Robidoux, 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.
Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Dean DeLisle and Shelley Lightfoot
Click here to see the Gathering Agenda with the list of the presentations and presenters.
What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Anne Rosevear, Esq. and Lauren Derstine Humphrey, JD
Click here to see the Gathering Agenda with the list of the presentations and presenters.