Life Insurance Policy Audits – Are you Liable?
April 23, 2018
VA Aid and Attendance – Who, What, When, and How
May 14, 2018
EPI Webinar – Standalone Practice Launch
$25.00 $0.00
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
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Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
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The Power of Parables
$75.00A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
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Post-Election After Shock – Standard Registration
$1,700.00THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?
How will your planning strategies and tools be affected? Which are safe or need to change?
How will your clients be affected – financially and emotionally?
What should you do to help?
Everything you Need to Know, Do, and Say After the Election
Location:
The Southern California Institute3636 Nobel Drive, Suite 450
San Diego, CA 92122For more information, please visit www.2016AfterShock.com
