to see the Full Agenda and Brochure

The Gathering 2015
San Diego, California
Laureate Center
F O R W E A LT H A D V I S O R S
Your Clients and Practice: LEGACY – VALUE - PURPOSE
Should we redefine legacy, financial planning, and legal planning? - or - just remember the spirit and passion that should be
the driver.
Please join us for our eleventh annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through
collegiality and collaborarion, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical
as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give
of themselves and their time. Their unique skills, wisdom, experience, expertise, and judgment are truly invaluable when helping
clients fulfill their enlightened dreams.
Program Location and Accommodations:
San Diego Marriott Del Mar | 11966 El Camino Real | San Diego, California 92130
Phone: (858) 523-1700
“The Gathering” Room Rate:
$156 (Reserve your room by February 6, 2015)
(look for reservation link on Gathering page at www.laureatecenter.com)
Dates and Times:
Wednesday, February 25, 2015
Thursday, February 26, 2015 Friday, February 27, 2015
12:30pm – 5:30pm
7:00am – 8:00am
8:00am – 4:30pm
5:30pm – 11:00pm
7:30am – 8:00am
8:00am – 5:00pm
5:00pm – 6:30pm
Pre-Cursor event: Family Enterprise Refinement and Growth
Registration, Breakfast, Meet the Presenters and Sponsors
General Session
Circle of Friends Mardi Gras Charity Event – “It’s Your Legacy”
Check-in and Breakfast
General Session
Networking Reception with Presenters
Participation Fee:
The Gathering - $420
Pre-Cursor Event Only - $300 (waived with the Gathering fee)
Circle of Friends Only - $200 (waived with the Gathering fee)
**Event Fees Reduced and BRG Fees Waived ($10,000/day)
to Encourage Donations to Gala Beneficiary, Sharp Healthcare**
Continuing Education Credits:
CFP & CA Insurance credits – applied for
CPA & MCLE (approved provider #11857) - credits offered
To Attend:
Register on-line at www.laureatecenter.com (click on Featured Event),
or call Judith at 858-200-1911, [email protected]
We Have
Gone Digital!
Materials will be
provided electronically or a binder may be purchased
for an additional $35
The Gathering 2015 Presenters
Todd Antonelli, MBA, Director,
Berkley Research Group;
www.thinkbrg.com
Terry Kaltenbach,CLU, ChFC, VP of
Life Sales and Recruiting, Benefit RFP;
www.benefitrfp.com
Greg Banner, CLU®, CFP®, CRTP,
Vice President, Asset Preservation Strategies; www.asset-preservation.com
Owen Kaye, Esq., Partner, Law
Offices of Givner and Kaye;
www.givnerkaye.com
Wendy Beerbower, VP of Sales,
EquityKey Services LLC;
www.equitykey.com
Vito Lanuti, Esq., Principal, W. Vito
Lanuti & Associates, P.C.;
www.lanutilaw.com
David K. Cahoone, Esq., Principal,
David K. Cahoone, PA; Of Counsel,
Johnson, Browing, and Clayton;
Co-Owner, Laureate Center for Wealth
Advisors; www.laureatecenter.com
Shelley Lightfoot, Executive
Director, Southern California Institute;
www.scinstitute.org
Greg Crawford, CFP®, Co-Manager,
Alliance Trust Company;
www.alliancetrustcompany.com
Stephen J. Mancini, Esq., Partner,
Strazzeri Mancini, LLP,
www.strazzerimancini.com; Co-Owner,
Laureate Center for Wealth Advisors;
www.lauretaecenter.com; Co-Owner, The
Founders Group, www.foundersgroup.biz;
Jeffrey Dunham, Founder and
Principal, Dunham and Associates, Inc
and Dunham Trust Company
www.dunham.com
Jeffrey Matsen, Esq., Founder and
Principal Partner, Matsen Voorhees
Mintz, LLP; www/mvmlawyers.com
Susan J. Edwards, CLU®, ChFC®,
CASL®, CEO, First Resource Insurance
Services, Inc.; www.yourfinancialkey.com
Robb Musgrave, PhD, The Williams
Group, www.thewilliamsgroup.org
Jessica Empeno, MSW, Director,
Programs & Family Services, Alzheimer’s
Association San Diego Chapter; www.
alz.org/sandiego
Kathy O’Connor, Listening Coach
with an Ontological Background, The
Williams Group; www.thewilliamsgroup.org
Trey Fairman, J.D., LL.M, Senior
Wealth and Insurance Planning
Strategist, Millennium Brokerage Group;
www.mbginstitutional.com
Mike Rodman, CFP, Founder, Best
Practices of America, LLC;
bpaplan.com
Randy Fox, Principal, Two Hawks
Consulting LLC, Editor in Chief of
Planned Giving Design Center
www.pgdc.com
Ann Rosevear, Esq., President and
Chief Trust Officer, Dunham Trust
Company; www.dunhamtrust.com
Bruce Givner, Esq., Partner, Law
Offices of Givner and Kaye;
www.givnerkaye.com
Scott Gunderson, Esq., Principal,
Scott Gunderson Attorney at Law;
www.scottgunderson.com
Marc Selden, Esq., Principal,
Selden Law Group, PC;
www.seldenlawgroup.com
Carl Sheeler, PhD, ASA, CBA, AVA,
Managing Director, Global Group
Leader – Family Office/Business
Strategies, Berkley Research Group;
National Managing Partner, Business
Valuations LTD, Allison Appraisals and
Assessments, Inc.; www.thinkbrg.com
Simon Singer, CFP®, RFC®,
Founder, The Advisor Consulting
Group; Co-Founder, The Institute for
Wealth Planning; www.advcg.com
Justin Smith, Founder, Balanced
Strategies, LLC, www.balstrat.com;
Principal and Managing General
Agent, Cavalier Associates, www.
cavalierassociates.com; Founding
Principal, America’s Top Planner,
www.americastopplannerevent.com
Richard Scott Stewart, Esq.,
Managing Partner, California
Estate and Elder Law, LLP,
www.estate-elderlaw.com
Bruce Stone, CLU, ChFC, Principal
and Founding Member, StoneTapert;
President, Stone Insurance Services,
Inc., www.stoneinsurance.com
Joseph J. Strazzeri, Esq. Partner,
Strazzeri Mancini, LLP,
www.strazzerimancini.com; Co-Owner,
Laureate Center for Wealth Advisors;
www.lauretaecenter.com; CoOwner, The Founders Group, www.
foundersgroup.biz;
Scott T. Wait, CPA, AEP, Partner,
RS Wait, Chtd. Certified Public
Accountants and Management
Consultants; www.rswait.com
Elise Webster, Director of Planned
Giving, Rady Children’s Hospital-San
Diego; www.rchsd.org
Amy Weeks, M.S.W., CFRE, Senior
Director of Philanthropy Rady Children’s
Hospital – San Diego, www.rchsd.org
Roy Williams, PhD, Founder and
Principal, The Williams Group;
www.thewilliamsgroup.com
The Gathering 2015 Agenda - Pre-Cursor Event
Family Enterprise Refinement and Growth
“Your clients belief in themselves got them to here. They’re belief in you can get them to there.”
Todd Antonelli, MBA
Carl Sheeler, PhD, ASA, CBA, AVA
Joe Strazzeri, Esq.
Wednesday, February 25: Pre-Cursor Event
12:30pm – 1:00pm Registration & Networking
1:00pm – 1:30pm Consider the Possibilities – The Value of Strategic and Tactical Planning to the Family Enterprise
Often the family business is a problematic centerpiece to wealth. To help, should we offer our clients the business tools afforded large corporations that drive success
and significance? Review which type of client to look for, how to approach, and the value that you can provide to increase net worth. Partner to attract, engage, and
advise entrepreneurial family clients through strategic and tactical business planning.
1:30pm – 3:00pm Enterprise Framework - Shouldn’t we understand risk / reward from the business owner’s perspective?
• View why successful enterprises develop and maintain a strategic framework - articulating and mastering ecosystems and constituents matters.
• Interact with a strategic plan simulation to assess, measure, and guide value
• Understand how process and analytical tools work to sustain family business value and illustrate transition options
3:00pm – 3:15pm Break
3:15pm – 3:45pm Tactical Planning – Defining success
• View why successful enterprises view strategic change continuously
• Experiment with short-term planning process simulation to evaluate strategies
• Identify and contrast issues and opportunities in realizing value annually
• View the articulated family enterprise strategy map process and output
• Hear how compelling messages support constituent and team-centered value as matters of ecosystems’ and constituents’
• Simulate how benefit and process marketing inspires action and speed to value
4:15pm – 4:45pm
Perspectives – Learning to see clearly through many lenses
• View how informed delegated and motivated teams outperform pure talent
• Understand how to create an environment for clients, team and your business
• Simulate impact to individuals, fulfillment, marketing/ sales, leadership, etc.
4:45pm – 5:15pm
Getting Started – Thriving in uncertainty in good & bad times
3:45pm – 4:15pm
Compelling Message – Familiar is good. Making innovation a passion is better.
• View an introductory short meeting with family, owners, and leaders
• Understand how to assess the fit for strategic and tactical planning
• Simulate an initial visit uncovering challenges, options and value generation
5:15pm – 5:30pm Wrap Up
The Gathering 2015 Agenda - Day One
Thursday, February 26: General Session, Day 1
7:00am – 8:00am
Registration, Breakfast, Meet the Presenters and Sponsors
12:30pm – 1:50pm Sponsored Lunch
8:00am – 8:10am
Opening
1:50pm – 2:40pm
8:10am – 9:30am
Current Developments Affecting Our Planning; presented
by David K. Cahoone, Esq.
Our 11th annual current developments session focuses on 2015
planning opportunities for financial advisors, CPAs, insurance
professionals, trust officers, and attorneys seeking clarity and purpose
to survive and thrive in this new world of high anxiety, uncertainty, and
ever increasing focus on income tax savings, wealth creation, and wealth
preservation. In a lively, highly interactive format we’ll share practical and
relevant ideas you can bring to your clients in 2015 and beyond that will
bring real value to our clients as we learn together what’s new, what to
do, and what not to do.
9:30am –10:00am Break
10:00am –10:50am !!!AMERICA’S TOP PLANNER FINALIST PRESENTATION!!!
If You Want Peace (with the DOL) - Prepare for War;
presented by Bruce Stone, CLU®, ChFC and Justin Smith,
Managing General Agent
In the Qualified Retirement Plan market, the Department of Labor (DOL)
has increased its level of scrutiny based on the Pension Protection Act of
2006 (PPA). As a result, these audits have become much more common.
Justin and Bruce will share a way you can help your business owner
clients fulfill their fiduciary responsibilities as well as save them a significant
amount of time, money, and aggravation caused by looming DOL and/or
IRS audits.
10:50 – 11:40am
Master Communicators - Opening the Gate; presented by
Dr. Robb Musgrave and Kathy O’Connor with The Williams
Group - with Dr. Roy Williams as Moderator Imagine yourself walking in the footsteps of a very rare breed,
Ontological Family Coaches - learning not what they know, but how
they communicate. On our agenda today, how do you take a business
of $10M revenue to $30M in 3 years and shoot for $100M in the next 5
years? What about your own business? Worth the discussion, be there!
Break
3:10pm – 4:00pm
Not Everyone Places Large Life Insurance Policies –
Nor Should They; presented by Mike Rodman, CFP® and
Trey Fairman, J.D., LL.M,
Join Society board members Mike and Trey as they share strategies
and case studies in the 3-part format used by the Society of Financial
Service Professionals’ monthly meetings: 1) Advanced Wealth Strategies
Planning for Today’s Market; 2) Wealth Strategies Rescue Planning;
3) Let’s Be Careful Out There – discussion on pros and cons of using
trending strategies.
4:00pm – 4:30pm
TAKING IT HOME; Steve Mancini, Esq., David K. Cahoone, Esq.,
and Joe Strazzeri, Esq.
Join Us For Our Annual
Circle of Friends Mardi Gras Charity Event
“ It’s Your Legacy”
Thursday Evening, February 26, 2015
5:30 pm - 11:00 pm
San Diego Marriott Del Mar
Register (as part of your Gathering registration and fee)
on-line at www.laureatecenter.com or www.scinstitute.org or
call Judith at 858-200-1911, email: [email protected]
(See above for full description of the evening)
As with any program that we as practitioners attend, the time that it takes
to understand is irrelevant if we don’t do something with it once we get
back to our offices. Joe and David will share practical applications of
today’s program and how to integrate it into your business to help your
clients, team, and cash flow.
5:30pm – 11:00pm Circle of Friends Mardi Gras Charity Event – “It’s Your Legacy”
What happens when your clients QPRT or private retirement trust is
attacked - or their complex domestic-foreign asset protection trust structure
funding may be a fraudulent transfer? These are just some examples of
what happens when the rubber meets the road. How do you handle these
situations? And how do you prepare your clients for these possibilities in the
beginning of the engagement?
Can risk management & risk mitigation double wealth in two years?
YOU BET! Successful companies develop and maintain a strategic
framework and a plan to overcome the challenge of sustaining “family
business continuity” and increasing shareholder value. Join the guys for
a discussion of how your practice can partner into a process that enables
the family enterprise to benefit from the use of modern analytical tools for
identifying, measuring and managing value improvements.
2:40pm – 3:10pm
11:40am – 12:30pm The Intersection of Theoretically Prophylactic Asset
Protection Planning and a Competent Litigator;
presented by Bruce Givner, Esq. and Owen Kaye, Esq.
Double the Value of Your Client’s Family Business and
Your Own Income in Two Years! – Strategy’s Secret
Sauce; presented by Carl Sheeler, PhD, ASA, CBA, AVA,
Todd Antonelli, MBA and Joe Strazzeri, Esq - with Jeffrey
Dunham as Moderator
As part of your Gathering registration and fee, join us for this night
where The Southern California Institute will host our “Circle of Friends”
Mardi Gras Gala. This annual event is an appreciation night for Laureates
and Members of the Institute, as well as their families, clients, and
friends. This year’s “It’s Your Legacy” event will be an elegant
evening offering cocktails, dinner, music, live auctions, “59 Second
Legacy Project” videos, dancing, and casino style gaming. Dress is
“black-tie optional” and costumes are encouraged. All proceeds will
benefit Sharp Mary Birch Hospital for Women & Newborns.
The Gathering 2015 Agenda - Day Two
Friday, February 27: General Session, Day 2
7:00am – 8:00am
Check-in and Breakfast
1:10pm – 2:00pm
8:00am – 8:10am
Opening
8:10am – 9:00am Why Every Advisor Needs to Know About Planned
Giving; presented by Randy Fox and Vito Lanuti, Esq.
9:00am – 9:50am
Want more affluent clients? This presentation will provide compelling
evidence that knowing the tools and techniques of planned giving will
attract wealthy donors who expect their professional advisor to help
them make the best decisions about their giving and planning.
!!!AMERICA’S TOP PLANNER 2ND PLACE
PRESENTATION!!!
Fund Your Client’s Estate Planning Strategy with a
“Found Asset”; presented by Wendy Beerbower, VP of
Sales and Greg Banner, CLU®, CFP®, CRTP
The average family has more than 62% of their net worth tied up in
their primary residence, yet no easy way to access those assets without
selling the property or taking on additional debt. Wendy and Greg
will share a simple but powerful boost to the traditional ILIT solution
in which qualified homeowners receive a tax-deferred lump sum
cash payment of up to 17 % of the current value of their qualifying
residential real estate in exchange for a percentage of the future
appreciation of the home. Using this estate planning strategy, advisors
can help satisfy a fundamental goal of most high-net-worth clients:
protect the estate from tax without incurring out-of-pocket costs or
monthly payments.
Using “philanthropy” as a gateway to attract, engage, and work with
high net worth families has become all the rage. Amy and Elise from
Rady Children’s Hospital Foundation will pull back the curtain and
share what forms of counseling and collaboration you might build
into your process to actually help families benefit their communities
and find meaning for their connection to wealth and values. Should
charities have a seat at the planning table?
2:00pm – 2:50pm
Irrevocable trusts come in numerous flavors/sizes and many of our
clients have them in place – or might consider them through our
advice. However, with the changes from January 2013, accounting
professionals are very concerned about various taxation issues. Ann
and ? from Dunham Trust Company will share the significant hesitancy,
differing tax rates, drafting solutions, and other options for the planner
and families.
11:10am – 12:00pm Estate and Asset Protection Strategies Coupled with
Life Insurance Will Make Your Client’s Hearts and
“Pocket Books” Sing; presented by Simon Singer, CFP®,
RFC® and Shelley Lightfoot, Executive Director
Once again, join one of our most popular speakers, Stuffy, as he
explains why some of the country’s largest corporations and most
successful families use life insurance in conjunction with other
sophisticated strategies to enhance their planning. Advanced concepts
coupled with collaboration ain’t easy – Shelley and Stuffy will share
methods and language to “show the value.”
12:00pm – 1:10pm Sponsored Lunch
Legal Planning & Alzheimer’s Disease – Planning for
the Future When the Diagnosis is Dementia; presented
by Richard Scott Stewart, Esq. & Jessica Empeno, MSW
Alzheimer’s Association
The massive baby boomer generation faces financial and medical
threats in numbers that we as planners never had to deal with before.
In addition, the misinformation in the market place about the ability
to help these families is extensive. Jessica from the Alzheimer’s
Association and Scott from California Estate and Elder Law will debunk
and review the intersection of prior planning options, crisis planning
options, and medical diagnosis.
The Nuts & Bolts of Decanting; presented by Scott
Gunderson, Esq. and Greg Crawford, CFP®
Much has been written about the benefits of moving assets from one
trust to another using a process known as decanting. Greg and Scott
will illustrate the mechanics of actually decanting a case-study trust.
We’ll look at the permissible terms of the new trust, determine who the
grantor of the second trust is, analyze any income or gift tax issues, and
deal with the process to finally transfer the assets.
2:50pm – 3:10pm
Break
3:10pm – 4:00pm
Asset Protection Trusts – The In’s and Out’s and Do’s
and Don’t’s ; presented by Jeffrey R. Matsen, Esq. and
Marc Selden, Esq.
Does the Asset Protection Trust really work? Jeff and Marc will
examine and review the pros and cons of Domestic and Offshore
Asset Protection Trusts and provide valuable suggestions and
recommendations for their set up and structure. They will review
recent pertinent court cases and then put everything into prospective
utilizing dynamic hypothetical case studies.
9:50pm – 10:20am Break
10:20am – 11:10am Income Tax Concerns Regarding Irrevocable Asset
Protection Trusts – By the Numbers and Solutions;
presented by Ann Rosevear, JD, President, Chief Trust
Officer and Scott Wait, CPA, AEP
Aligning Values and Wealth Through Philanthropy;
presented by Amy Weeks, MSW, CFRE and Elise Webster
4:00pm – 4:50pm
The 100 Year Plan- How to Build a Multi-Generational
Loyalty as an Advisor; presented by Terry Kaltenbach,
CLU®, ChFC and Susan Edwards, CLU®, ChFC, CASL
Don’t become a statistic. 70% of widows change advisors after the death
of the spouse - and once the current generation is gone, the business often
moves to a younger advisor. Join Society of Financial Service Professionals
board members Terry & Sue as they share how to help your clients build
the “perfect calendar.” Learn how to build meaningful relationships with the
entire family to sustain your relationships even after the death of the client.
4:50pm – 5:00pm
Taking it Home; presented by Steve Mancini, Esq., David K.
Cahoone, Esq. and Joe Strazzeri, Esq.
Review specific action steps and apply these two days to your business
in a way that increases cash flow and helps your team and clients.
5:00pm – 6:30pm
Networking Reception with Presenters in Arterra
(iPad and $4,500 Laureate tuition credit drawings – must be present
to win)
Exhibitor Opportunities Available –
please call Shelley at 858-200-1911
Okay,
I’m a successful professional.
Now what?
Many professionals reach a point in their career where they have achieved a certain level of success, yet find themselves
unfulfilled. Their practice is routine and while enjoyable, it brings no excitement or challenge. They begin to feel a desire to
mature in their business, and be compensated for their experience, wisdom, and the value they produce for clients.
Many advisors reach this plateau and ask themselves:
Is this all there is?
The Laureate Center for Wealth Advisors is the answer to taking your business to the next level –
a level where you can:
• work with clients and advisors who appreciate your expertise,
• have more fun, and
• increase your compensation.
This collaborative environment allows advisors from all disciplines to take the best from our collective
experiences, and together, create a purposeful, profitable, and fulfilling place for our clients and ourselves.
The inter-disciplinary Laureate Programs provide you a place to go to:
• stay up to date with technical and industry changes, and more importantly
• share and learn what’s working and not working in our ever-changing market in the areas of:
Technical, Practice Management, and Case Studies.
Contact us today to find out if the Laureate Program is right for you.
Mike Armstrong, Programs Director
[email protected]
858-200-1911
3636 Nobel Drive, Suite 450 | San Diego, CA 92122
www.laureatecenter.com
© Copyright 2015. Laureate Center for Wealth Advisors. All Rights Reserved

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