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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SCI
$25.00Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. Join Shelley to learn more about Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and our Speakers Bureau.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot
Click play to watch a short video about ‘SCI’
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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
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Mental Health 101 – Special Needs Protection
$25.00Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.
