Post-Election After Shock – Standard Registration
July 12, 2016
Under-Utilized Tools for Today’s Business Succession Planning Needs
July 18, 2016Questions About End-of-Year Client Wealth Planning
$25.00
Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.
(Purchase of this product includes the Audio Recording of this presentation.)
Presented by Joseph J. Strazzeri, Esq.
Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.
(Purchase of this product includes the Audio Recording of this presentation.)
Presented by Joseph J. Strazzeri, Esq.
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Strazzeri Mancini, LLP
$25.00All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’
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Traditional Estate & Business Planning
$25.00By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:
– Increase your client’s control over his or her affairs;
– Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
– Enable your client to pass his or her values and work ethic to his or her heirs;
– Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
– Manage the value of your client’s business interests; and
– Keep your client’s affairs free from publicity and the costs and delay of probate.(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Traditional Estate & Business Planning’
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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.)
