How to Build an Effective Multi-Disciplinary Team
October 28, 2016
Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets
November 4, 2016
Laureate in Wealth Strategies Program November 2017
$4,500.00
Improve Your Quiet Confidence
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
- Wealth strategies client partnering; benefit and process marketing;
- Advanced case management – process and protocols; and
- Integrated wealth strategies case studies in review, design, implementation, and maintenance labs.
Program Dates: Tuesday, November 7 – Saturday, November 11, 2017
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course
Laureate in Wealth Strategies (LWS) November 2017
Improve Your Quiet Confidence
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
wealth strategies client partnering; benefit and process marketing;
advanced case management – process and protocols; and
integrated wealth strategies case studies in review, design, implementation, and maintenance labs.
$4,500 Participation Fee
Program Dates: Tuesday, November 7 – Saturday, November 11, 2017
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.
Related products
-
Add to cart
California Forum for ICAs – Full 12 Part Series
$240.00The 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 DirectorAmerica’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 AdvisorToday’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, CPASecrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client AnalystRealities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.MSocial Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and CommunicationThe Four Keys To Marketing Your Practice
Presented by Mark MerendaMarketing 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.)
-
Add to cart
The Valuation Enhancement Approach (Gathering 2013)
$25.00Help 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. -
Add to cart
Supporting Family Offices, Trust Companies, and Fiduciaries
$25.00“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
• Protect the other collaborative advisors’ work product as attorney client privileged;
• Create an open exchange of information among the family and all advisors; and
• Compensate the collaborative advisors from the over-all “Family Partnering” fee.(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA
Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
