$300.00 $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.)
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.)
Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl and Joe will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler PhD, CBA, AVA & Joseph J. Strazzeri, Esq.
What 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.)
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.