| Type |
Date |
Topic |
Time |
Audience |
More Information |
| Client Seminars |
Wednesday, November 06, 2013 |
TBD |
6:00-8:00PM |
Clients and Prospective clients |
Dinner at Maggiano’s. By Invite Only. Contact Lindsey McGonegal at
LMcGonegal@Matsen
Voorhees.com for more information. |
| Workshops for Advisers |
Thursday, November 14, 2013 |
Jeff Speaking; Topic: A Planning Disaster. |
11:45 to 1:15PM |
Advisers |
Lunch at Maggiano’s. By Invite Only. Contact Lindsey McGonegal at
LMcGonegal@Matsen
Voorhees.com for more information. |
| Workshops for Advisers |
Tuesday, October 22 2013 |
Jonathan Speaking; Topic: Collaboration |
11:45 to 1:15PM |
Advisers |
Dinner at Maggiano’s. By Invite Only. Contact Lindsey McGonegal at
LMcGonegal@Matsen
Voorhees.com for more information. |
| Workshops for Advisers |
Wednesday, September 18, 2013 |
Maximizing Your Client's Retirement Income. |
11:45 to 1:15PM |
Advisers |
Lunch at location TBD. Contact Lindsey Paulick at LPaulick@MatsenVoorhees.com for more information. |
| Webinar for Advisers |
Wednesday, August 7, 2013 |
Jeff speaking: How to Set Up and Build a Successful Estate Planning Practice |
10:00 to 11:30AM PST |
Advisers |
For more information, click here. |
| Workshops for Advisers |
Wednesday, August 21, 2013 |
Jeff Speaking: Selecting the Proper Form of Business Entity. |
11:45 to 1:15PM |
Advisers |
Lunch at location TBD. Contact Lindsey Paulick at LPaulick@MatsenVoorhees.com for more information. |
| Workshops for Advisers |
Wednesday, July 24- Friday, July 26, 2013 |
Jeff and Tim speaking: Zero-Tax Planning and Considering Tax and Asset Protection Goals When Choosing the Right Business Structure |
|
Wealth Counsel |
Denver, CO
Click here for more info |
| Workshops for Advisers |
Wednesday, June 26, 2013 |
Tim speaking: Business Income Tax Planning Strategies |
11:45 to 1:15PM |
Advisers |
Hosted Lunch at www.MatsenVoorhees.
com/map with optional webinar |
| Online Training |
Friday, June 28, 2013 |
Jeff speaking: Asset Protection Planning Essentials |
10-11:30AM |
National Business Institute (NBI) |
Webinar
http://www.nbi-sems.com/ |
| Client Seminars |
Tuesday, May 21, 2013 |
Jeff and Tim, "Business Income Tax Planning Opportunities" |
6-8PM |
Clients |
MV Conference Room and Virtual. Dinner provided by Maggianos. Click here to sign up.
|
| Workshops for Advisers |
Tuesday, May 7, 2013 |
Tim speaking: Zero-Tax Planning |
12-1:30PM |
PEPNET |
Costa Mesa, CA. The Center Club
Click here for more information
Sign up here |
| Workshops for Advisers |
Wednesday, May 8, 2013 |
Tim speaking: Zero-Tax Planning |
12-1:30PM |
PEPNET |
Los Angeles, CA. The Skirball Center
Click here for more information
Sign up here |
| Online Training |
Monday, April 29, 2013 |
Jeff speaking: LLC Structuring Challenges |
10-11:30AM |
National Business Institute (NBI) |
Webinar
Click here for more information |
| Client Seminars |
Tuesday, April 23, 2013 |
Jeff speaking: What every adviser and high net worth individual should know about Asset Protection Planning |
6-7pm (Hors D’Oevures available at 5:30) |
Clients and Potential Clients |
Matsen Voorhees Conference Room, light hors d'oeuvres |
| Workshops for Advisers |
Friday, April 26, 2013 |
Tim speaking at AiP’s National Conference on Philanthropy |
10.45AM to Noon |
Advisers |
Click here for more information |
| Private Briefing |
Thursday, April 11, 2013 |
Tim speaking: Trillion Dollar Solutions for Funding the California Church |
6:30-8:15PM |
Clients |
Watermark OC Church
3186 Pullman St
Costa Mesa, CA
Shared presentation with Dr. John S. Dickerson, author of the Great Evangelical Recession. More info at www.missionoc.org/
upcoming-events |
| Workshops for Advisers |
Thursday, March 7- Saturday March 9, 2013 |
Jeff speaking |
Various times |
Wealth Counsel Education Seminar |
Las Vegas, NV
Click here for more info |
| Online Training |
Wednesday, March 13, 2013 |
Jeff speaking: Use of LLCs in Asset Protection Planning |
10-11:30AM |
National Business Institute (NBI) |
Webinar
Click here for more information |
| Private Briefing |
Tuesday, April 2, 2013 |
Open House |
5:30-7:30PM |
Clients and Prospective Clients |
Email Lpaulick@
matsenvoorhees.com for more information |
| Representative Presentations |
Monday, February 11, 2013 |
Jeff speaking: How to Protect Your Assets with LLCs |
11:45AM-1:30PM |
Members Only |
City Club, Downtown Los Angeles |
| Representative Presentations |
Wednesday, February 27, 2013 |
Jeff speaking |
Various times |
LA Estate Planning Counsel |
Los Angeles, CA |
| Representative Presentations |
|
Best Zero Tax Planning Tools Workshop |
|
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| Representative Presentations |
|
Simplifying Complex Estate Planning |
|
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| Representative Presentations |
|
How to Select and Present the Best Wealth Planning Tools for Your Client |
|
Best Practices Symposium |
San Diego, CA |
| Representative Presentations |
|
Representing Beneficiaries and Fiduciaries. |
|
ALI-ABA |
San Francisco |
| Representative Presentations |
|
Best Practices Digest |
|
Pacific Life producers |
Newport Beach, CA |
| Representative Presentations |
|
Customizing Deliverables at vBlueprint.com |
|
LFG Family Office Services |
Redlands, CA |
| Representative Presentations |
|
Captives/QMC/Inter-generataionl Planning |
|
American Benefits Institute |
Irvine, CA |
| Representative Presentations |
|
Best Practices Digest |
|
Advanced Planning Services |
Austin, TX |
| Representative Presentations |
|
Conducting Professional Education Classes |
|
LFG Family Office Services |
Redlands, CA |
| Representative Presentations |
|
Funding Dreams with Tax Savings |
|
Saddleback Hospital |
Irvine, CA |
| Representative Presentations |
|
Custom Presentation Materials |
|
LFG Family Office Services |
Redlands, CA |
| Representative Presentations |
|
Peacemaking as an attorney |
|
Saddleback Church |
Lake Forest, CA |
| Representative Presentations |
|
Best Zero Tax Planning Tools |
|
Planned Giving Roundtable - OC |
Irvine, CA |
| Representative Presentations |
|
Preparing Heirs to Resolve Conflicts |
|
Kingdom Advisors, Feb 5-7, 2008 |
Atlanta, GA |
| Representative Presentations |
|
Optimized Plan Case Study |
|
South OC Estate Planning Council |
Laguna Hills, CA |
| Representative Presentations |
|
Best Tools Workshop |
|
American Benefits Institute |
Orlando, FL |
| Representative Presentations |
|
Best Practice Workshop |
|
American Benefits Institute |
Orlando, FL |
| Representative Presentations
|
|
Best Zero Tax Planning Tools |
|
CSATP Wine Country Symposium |
Temecula |
| Representative Presentations |
|
Zero Tax Planning |
|
San Diego Tax and Estate Planning Forum |
San Diego, CA |
| Representative Presentations |
|
Best Practices Digest |
|
Pacific Life Producers |
Newport Beach, CA |
| Representative Presentations |
|
Wealth Optimization |
|
Long Beach Estate Planning Council |
Long Beach, CA |
| Representative Presentations |
|
Resolving Conflicts Among Advisers and Clients Regarding Wealth |
|
Christian Financial Planners Network |
Atlanta, GA |
| Representative Presentations |
|
Best Tools Workshop: The 30 Best Zero-Tax Planning Tools |
|
Family Office Services |
San Diego, CA |
| Representative Presentations |
|
Resolving Conflicts Among Advisers and Clients Regarding Wealth |
|
Christian Financial Planners Network |
Irvine, CA |
| Representative Presentations |
|
Using Technology to Customize the Family Office and Deliver a Personalized Experience |
|
Family Office Management Conference |
Coral Gables, FL |
| Representative Presentations |
|
Building a Comprehensive Blueprint for an All-Encompassing Estate Plan |
|
Family Office Management Conference |
Coral Gables, FL |
| Representative Presentations |
|
The Best Zero Tax Planning Tools |
|
Southern California Tax & Estate Planning Forum |
San Diego, CA |
| Representative Presentations |
|
The Importance of Offering One-Stop Wealth Planning Services |
|
Southern California Tax & Estate Planning Forum |
San Diego, CA |
| Representative Presentations |
|
The Best Wealth Transfer Tools for Clients |
|
California Society of Certified Public Accountants |
Irvine, CA |
| Representative Presentations |
|
Planning for the Nouveau Riche |
|
California Society of Certified Public Accountants |
Irvine, CA |
| Representative Presentations |
|
Wealth Transfer 101: How Relationship Decisions Affect 6,000,000 Technical Decisions |
|
Family Office Forum |
Chicago, IL |
| Representative Presentations |
|
The 21st Century Role of the Donor’s Adviser |
|
Planned Giving Roundtable Los Angeles |
Los Angeles |
| Representative Presentations |
|
Family Wealth Blueprint Client Seminar |
|
Brown & Streza, LLP |
Santa Ana, CA |
| Representative Presentations |
|
Zero-Tax Planning Tools |
|
Estate Planning and Trust Council of Long Beach |
Long Beach, CA |
| Representative Presentations |
|
The 21st Century Role of the Donor’s Adviser |
|
Planned Giving Roundtable Orange County, CA |
Irvine, CA |
| Representative Presentations |
|
Zero Tax Planning |
|
Planned Giving Roundtable Southern California |
Los Angeles |
| Representative Presentations |
|
Optimizing Portfolios with Exchange Traded Funds |
|
Valmark School of Life |
Nemacolin, PA |
| Representative Presentations |
|
Wealth Blueprinting with Income Tax Strategies |
|
Family Office Services |
Irvine, CA |
| Representative Presentations |
|
Advanced Planning Techniques for Physicians |
|
Zebarth Advisers |
Denver, OH |
| Representative Presentations |
|
Serving the Affluent with Family Office Services |
|
Valmark School of Life |
Nemacolin, PA |
| Representative Presentations |
|
Building a Multi-Disciplinary Practice |
|
Business Builders Retreat |
Akron, OH |
| Representative Presentations |
|
Advanced Planning Techniques for CPAs |
|
Cherry Hills Country Club |
Denver, OH |
| Representative Presentations |
|
A Proven 17-Step Case Planning Process |
|
National Network Masters Program |
Minneapolis, MN |
| Representative Presentations |
|
Illustrating planning capabilities by presenting the appropriate deliverable |
|
Valmark School of Life |
|
| Representative Presentations |
|
Focusing on your unique ability by delegating technical work to a virtual back office and advanced sales department |
|
Valmark School of Life |
|
| Representative Presentations |
|
How successful advisors deliver more value to affluent clients |
|
Valmark School of Life |
|
| Representative Presentations |
|
Advanced Wealth Planning |
|
Pinnacle Group |
Akron, OH |
| Representative Presentations |
|
Integrating Front-end and Back-end Planning Technology |
|
ELAR conference |
Las Vegas, NV |
| Representative Presentations |
|
Best Practices in Philanthropic Planning |
|
National Assoc. Philanthropic Planning |
Albuquerque, New Mexico |
| Representative Presentations |
|
Wealth Optimization Techniques |
|
American Benefits Insitute |
Reno, NV |
| Representative Presentations |
|
Tactical Planning Techniques |
|
Partners Conference in Chicago |
Chicago |
| Representative Presentations |
|
Advanced Income Tax Planning Technques |
|
Partners Financial, School of Excellence |
Austin, TX |
| Representative Presentations |
|
A Proven Process for Serving High Net Worth Clients |
|
Hemisphere annual conference |
McClain, VA |
| Representative Presentations |
|
Advanced Income Tax Planning Technques |
|
Partners Financial, Austin, TX |
Austin, TX |
| Representative Presentations |
|
Global Wealth Planning |
|
Global Financial Network, Bahamas |
Bahamas |
| Representative Presentations |
|
Best Practices of Successful Wealth Advisers |
|
San Francisco Wealth Advisrs |
San Francisco |
| Representative Presentations |
|
Case Planning Institute |
|
New York Wealth Advisers |
New York |
| Representative Presentations |
|
Best Practices of Successful Wealth Advisers |
|
New York Wealth Advisers |
New York |
| Representative Presentations |
|
Wealth Strategies Team Meeting |
|
National Financial Partners |
Phoenix, AZ |
| Representative Presentations |
|
Realizing Your Purpose with Advanced Planning Tools |
|
National Assoc. Philanthropic Planning |
Denver |
| Representative Presentations |
|
Advanced Planning Tools - 25 Powerful Planning Instruments |
|
Partners Financial, Chicago |
Chicago |
| Representative Presentations |
|
Advanced Planning Tools - 25 Powerful Planning Instruments |
|
Chicago Wealth Advisers |
Chicago |
| Representative Presentations |
|
Developing a Capable Planning Team |
|
Partners Financial, Houston |
Houston |
| Representative Presentations |
|
CaseWriter Masters Program |
|
Private Consulting Group |
Indianapolis |
