California Forum for ICAs – Full 12 Part Series
June 15, 2016
Trustee Training – Rights and Responsibilities – Kim and Steve
June 20, 2016
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.)
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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What Now for Estate Planning – 20% Off – Full 9 Part Series
$180.00What Now for Estate Planning Attorneys and Their Practice?
March 22, 2013, San Diego, CA
COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE
The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
compare and contrast various services such as marketing, drafting software, practice management, communication
software, and education programs – all in one place! Join us for a full day with the providers themselves –
understand the tools available to help you determine what you should be doing to attract, engage, and work with your
favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.(Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
Some presentations were presented using proprietary software and no Power Points were provided.) -
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California Forum for Attorneys – Full 6 Part Series
$120.00This 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 GardnerYour Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTPSecrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client AnalystFrom Their Perspective – How to be Relevant in “Google-Land”
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive DirectorA 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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Business Valuations LTD
$25.00Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’
