Event Details:
Event Details:
Title of Program: Why Do Most Estate Plans Fail?
Date: July 26, 2017
Event Start Time: 4:00 PM
Event End Time: 5:30 PM
Event Link: www.smartplanningnow.com (registration)
Host(s): Southern California Institute, Brittany Schoor, Maria Rubenstein
Event Location: Facility: Dove Library
Address: 1775 Dove Lane
Carlsbad, CA 92011
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Audience Type: Clients
Presenter(s) Details:
Speaker Start Time: 4:00 PM Speaker End Time: 5:30 PM
Speaker(s): Scott Stewart
Speaker Representing: California Estate and Elder Law
Presentation Title: Why Do Most Estate Plans Fail? (Base Estate Planning)
Give Away Details:
Name of Give Away: Top 20 Estate Planning Mistakes
Access via: Text
DOVET20
858 284-1911
Give Away File Location: In InfusionSoft
Give Away Follow Up: Estate Planning Drip Campaign
“Finding the Balance In Caregiving” with the Caregiver Coalition of San Diego
Saturday, May 20, 2017 10:00am – 2:00pm
Link: http://www.caregivercoalitionsd.org/
Host(s): Caregiver Coalition of San Diego
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Event Location:
Chinese Community Church
4998 Via Valarta, San Diego, CA 92124
Audience Type: Potential Clients
Presenter(s) Details:
Date and Time: Saturday, May 20 1:00pm – 2:00pm
Speaker(s): Scott Stewart, Partner at California Estate and Elder Law
Representing: California Estate and Elder Law
Presentation Description: The Five Essential Documents:
Scott will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
Event Details:
High Net Worth Client event with Kelli Yount
Tuesday, May 16, 2017 3:00-7:00pm
We expect about 40 advisors as a follow up to the first affluent client networking event that was hosted at Sbicca. Event is being organized with Kelli Yount.
Host(s): Strazzeri Mancini LLP and Kelli Yount
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Event Location:
Club M at the Grand, Del Mar California
Audience Type: Advisors
Presenter(s) Details:
Date and Time: May 16
Speaker(s): No Speakers, Networking Event
Representing:
Presentation Description:
Event Details:
2017 Dunham Institute Kicks Off A New Era: Adapting and Benefiting from Changes in the Modern Advisory World
05/02/2017 11:30 AM – 05/03/2017 4:30 PM
Event Page: https://event-wizard.com/2017DI/0/pages/97156/
Host(s): Dunham & Associates
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Event Location:
1551 Shelter Island Drive
San Diego, California, United States
Audience Type: Advisors
Presenter(s) Details:
Date and Time: Tuesday, May 2, 2017 3:15 – 4:15pm
Speaker(s): Joe Strazzeri and Melisa Silverman
Representing: The Founders Group
Presentation Description: A New Era for Your Clients: Succession Planning
For your clients who are business owners, succession planning requires more than just of identifying and developing new leaders who can replace them when they slow down, retire or pass away. It is about establishing the business attractiveness, readiness, and valuation; solidifying the gaps and concerns; developing a systematic way to address those concerns; and then facilitating the decision of whether to continue to keep and grow the business or transition it.
Joseph Strazzeri, Esq. and Melisa Silverman J.D. will provide an informative session designed to help you help your clients ready themselves for the critical planning aspects of succession planning by using a process that interferes the least, yields results, and frees up time for the business owner. It is a must session for any financial advisor who has business owner clients – or any financial advisor who runs their own practice.