Previous Seminar Topics

Asset Protection for Medical Professionals
Presented by Dennis Sandoval, JD, LLM , CELA, AEP, EA Certified Taxation Law Specialist
Explore ways to maximize asset protection and minimize risk in the businesses and lives of Doctors and Dentists. From entity plans to pre-litigation strategies, this in-depth presentation is certain to give you insights and ideas you can use with your clients.

Retirement Plans Workshop... The Awareness Test
Presented by Keith Baumgarn, QPA, Director, Pacific Region Advanced Markets Penn Mutual Discuss opportunities in the retirement planning market to help your clients save on taxes while saving for retirement. View real world solutions using real world models and examples.

Protecting Fiduciary Liability for Trustees
Presented by Frank Campbell, CLU, ChFC, AEP, Trinity Financial Partners
A recent court case has clarified the definition of assets within the Prudent Investors Act and and established guidelines to protect trustees from liability issues. This discussion will focus on a tool designed to apply these guidelines for your clients benefit and your protection.

5 Things You Should Know About Captive Insurance Companies
Presented by Karl Huish, Esq., CFP, President, Tribeca Strategic Advisors
Captives can enable your business owning clients to reduce insurance costs, improve risk management, increase cash flow, and accumulate wealth. Becoming familiar with this powerful tool can benefit your clients and strengthen your practice.