When Does Incapacity Limit Your Clients’ Rights
May 17, 2017
Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
June 21, 2017
Cloud Based Software – Everything You Always Needed and Wanted
$25.00
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
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$25.00Let’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.
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WealthCounsel
$25.00WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)Presented by Matt McClintock
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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.)
