| Speech Topic |
Audience |
City |
| Year-End Income Tax Planning |
Adviser Education Event |
Costa Mesa, CA |
| Year-End Income Tax Planning |
Adviser Education Event |
Costa Mesa, CA |
| The Best Zero Tax Planning Tools for 2015 and Beyond |
Financial Advisers |
Costa Mesa, CA |
| - |
Financial Advisers |
La Costa Resort |
| Lessons Learned from the SECURE Act |
Society of Trust and Estate Practitioners (STEP) |
Newport Beach, CA |
| Charitable Strategies to Offset Taxable Income from IRAs or Compensation Payments |
Financial Advisers |
Newport Beach, CA |
| Grantor Charitable Lead Annuity Trusts |
Financial Advisers |
Costa Mesa, CA |
| Zero Tax Planning Solutions for the 4,500,000+ Americans Earning Over $400,000 Annually |
Planned Giving Roundtable |
Santa Ana, CA |
| September 2018 – Year-End Income Tax Planning |
|
|
| October 2018 – Year-End Income Tax Planning |
|
|
| Income Tax Planning |
Financial Advisers |
Costa Mesa, CA |
| Best Zero Tax Planning Tools Workshop |
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| Simplifying Complex Estate Planning |
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| How to Select and Present the Best Wealth Planning Tools for Your Client |
Best Practices Symposium |
San Diego, CA |
| Representing Beneficiaries and Fiduciaries. |
ALI-ABA |
San Francisco |
| Best Practices Digest |
Pacific Life producers |
Newport Beach, CA |
| Customizing Deliverables at vBlueprint.com |
LFG Family Office Services |
Redlands, CA |
| Captives/QMC/Inter-generataionl Planning |
American Benefits Institute |
Irvine, CA |
| Best Practices Digest |
Advanced Planning Services |
Austin, TX |
| Conducting Professional Education Classes |
LFG Family Office Services |
Redlands, CA |
| Funding Dreams with Tax Savings |
Saddleback Hospital |
Irvine, CA |
| Custom Presentation Materials |
LFG Family Office Services |
Redlands, CA |
| Peacemaking as an attorney |
Saddleback Church |
Lake Forest, CA |
| Best Zero Tax Planning Tools |
Planned Giving Roundtable - OC |
Irvine, CA |
| Preparing Heirs to Resolve Conflicts |
Kingdom Advisors, Feb 5-7, 2008 |
Atlanta, GA |
| Optimized Plan Case Study |
South OC Estate Planning Council |
Laguna Hills, CA |
| Best Tools Workshop |
American Benefits Institute |
Orlando, FL |
| Best Practice Workshop |
American Benefits Institute |
Orlando, FL |
| Best Zero Tax Planning Tools |
CSATP Wine Country Symposium |
Temecula |
| Zero Tax Planning |
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| Best Practices Digest |
Pacific Life Producers |
Newport Beach, CA |
| Wealth Optimization |
Long Beach Estate Planning Council |
Long Beach, CA |
| Resolving Conflicts Among Advisers and Clients Regarding Wealth |
Christian Financial Planners Network |
Atlanta, GA |
| Best Tools Workshop: The 30 Best Zero-Tax Planning Tools |
Family Office Services |
San Diego, CA |
| Resolving Conflicts Among Advisers and Clients Regarding Wealth |
Christian Financial Planners Network |
Irvine, CA |
| Using Technology to Customize the Family Office and Deliver a Personalized Experience |
Family Office Management Conference |
Coral Gables, FL |
| Building a Comprehensive Blueprint for an All-Encompassing Estate Plan |
Family Office Management Conference |
Coral Gables, FL |
| The Best Zero Tax Planning Tools |
Southern California Tax & Estate Planning Forum |
San Diego, CA |
| The Importance of Offering One-Stop Wealth Planning Services |
Southern California Tax & Estate Planning Forum |
San Diego, CA |
| The Best Wealth Transfer Tools for Clients |
California Society of Certified Public Accountants |
Irvine, CA |
| Planning for the Nouveau Riche |
California Society of Certified Public Accountants |
Irvine, CA |
| Wealth Transfer 101: How Relationship Decisions Affect 6,000,000 Technical Decisions |
Family Office Forum |
Chicago, IL |
| The 21st Century Role of the Donor’s Adviser |
Planned Giving Roundtable Los Angeles |
Los Angeles |
| Family Wealth Blueprint Client Seminar |
Brown & Streza, LLP |
Santa Ana, CA |
| Zero-Tax Planning Tools |
Estate Planning and Trust Council of Long Beach |
Long Beach, CA |
| The 21st Century Role of the Donor’s Adviser |
Planned Giving Roundtable Orange County, CA |
Irvine, CA |
| Zero Tax Planning |
Planned Giving Roundtable Southern California |
Los Angeles |
| Optimizing Portfolios with Exchange Traded Funds |
Valmark School of Life |
Nemacolin, PA |
| Wealth Blueprinting with Income Tax Strategies |
Family Office Services |
Irvine, CA |
| Advanced Planning Techniques for Physicians |
Zebarth Advisers |
Denver, OH |
| Serving the Affluent with Family Office Services |
Valmark School of Life |
Nemacolin, PA |
| Building a Multi-Disciplinary Practice |
Business Builders Retreat |
Akron, OH |
| Advanced Planning Techniques for CPAs |
Cherry Hills Country Club |
Denver, OH |
| A Proven 17-Step Case Planning Process |
National Network Masters Program |
Minneapolis, MN |
| Illustrating planning capabilities by presenting the appropriate deliverable |
Valmark School of Life |
|
| Focusing on your unique ability by delegating technical work to a virtual back office and advanced sales department |
Valmark School of Life |
|
| How successful advisors deliver more value to affluent clients |
Valmark School of Life |
|
| Advanced Wealth Planning |
Pinnacle Group |
Akron, OH |
| Integrating Front-end and Back-end Planning Technology |
ELAR conference |
Las Vegas, NV |
| Best Practices in Philanthropic Planning |
National Assoc. Philanthropic Planning |
Albuquerque, New Mexico |
| Wealth Optimization Techniques |
American Benefits Insitute |
Reno, NV |
| Tactical Planning Techniques |
Partners Conference in Chicago |
Chicago |
| Advanced Income Tax Planning Technques |
Partners Financial, School of Excellence |
Austin, TX |
| A Proven Process for Serving High Net Worth Clients |
Hemisphere annual conference |
McClain, VA |
| Advanced Income Tax Planning Technques |
Partners Financial, Austin, TX |
Austin, TX |
| Global Wealth Planning |
Global Financial Network, Bahamas |
Bahamas |
| Best Practices of Successful Wealth Advisers |
San Francisco Wealth Advisrs |
San Francisco |
| Case Planning Institute |
New York Wealth Advisers |
New York |
| Best Practices of Successful Wealth Advisers |
New York Wealth Advisers |
New York |
| Wealth Strategies Team Meeting |
National Financial Partners |
Phoenix, AZ |
| Realizing Your Purpose with Advanced Planning Tools |
National Assoc. Philanthropic Planning |
Denver |
| Advanced Planning Tools - 25 Powerful Planning Instruments |
Partners Financial, Chicago |
Chicago |
| Advanced Planning Tools - 25 Powerful Planning Instruments |
Chicago Wealth Advisers |
Chicago |
| Developing a Capable Planning Team |
Partners Financial, Houston |
Houston |
| CaseWriter Masters Program |
Private Consulting Group |
Indianapolis |
| Income Tax Planning |
Financial Advisers |
Costa Mesa |
| Capital Gains Tax Planning |
Financial Advisers |
Costa Mesa |
| Retirement Rescue |
Financial Advisers |
Costa Mesa |
| Year-End Income Tax Planning |
Individuals with income taxed at high marginal brackets |
Costa Mesa |
| Charitable Tax Planning |
Western Regional Planned Giving Conference |
Costa Mesa |
