If you would like further information on any of our past events, please feel free to contact our office at (858) 676-1000.
Time Management for the Entrepreneur (and Other Self-Directed Professionals) (Manager Showcase)
Speaker: Jim Tenuto
If you control your own time, (and even if you don’t), this is an opportunity to improve your time management skills. How well you manage time has a direct impact on your quality of life, work productivity, and personal wellbeing. Join us as Jim Tenuto, CEO of Renaissance Executive Forums, shares helpful insights about time management. From his training at the United States Naval Academy to his successful coaching and mentoring of successful entrepreneurs, Jim is a proven time manager. He will lead us in a discussion about how to:
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Real Estate Opportunities (While the Housing Market Heals): Multi-Family Housing (Manager Showcase)
Speaker: Mike Green & Ritesh Patel
As the single-family housing market continues to struggle, multi-family housing has benefited due to increased demand and decreased supply. Although still below recent peak levels, apartment complexes have continued to strengthen since 2010. Virtu has managed over 25 apartment complexes for Cornerstone’s clients during the last 12 years. It will present on the current and future opportunities in this real estate sector. Last year, Virtu launched the Multi-family Opportunity Fund, in which many of our clients and the Cornerstone Diversified Portfolio, LP invested. The presentation will focus on:
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Precious Metals and Gold: Safe-Haven or Speculation (Educational Roundtable)
Speaker: Chris L. Meacham, CPA
Gold has continued to rise in price for 10 straight years. While there remains a widespread obsession with gold in the investing world, deep analysis into the price of gold remains scarce. Many believe that gold is not an investment, but is money. The bullish argument often consists of simple points such as currencies are being debased all around the world so gold will go even higher. But is it that simple? Please join us as Chris Meacham, CEO of Cornerstone Wealth Management, LLC, discusses gold and the precious metals asset class and offers insights into the following:
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Reading People: How to Understand People and Predict Their Behavior (Educational Roundtable)
How well can you read people? What difference would it make if you could gauge others better, both in business and social settings?
Join us as Wendy L. Patrick, a Deputy District Attorney in the Sex Crimes and Stalking Division of the Office of the District Attorney, leads us in this fascinating discussion. She co-authored the revised version of the New York Times bestseller, Reading People (Random House 2008).a>
Among the insights you will gain are how to:
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Scaling Mount Everest: Triumphs, Tragedies, and Lessons Learned (Educational Roundtable)
British mountain climber Ian Woodall (born 1956) is among the select few who have climbed Mount Everest by both its south and north sides. His climbing party was one of several others trapped at 24,000 feet in the infamous spring storm of 1996, made famous in the best-selling novel, Into Thin Air.
Now, using the power of emotional storytelling, Ian brings the triumphs and tragedies of climbing Mount Everest to Cornerstone’s November Roundtable. He will share with us:
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How Global Problems and Solutions Affect Your Portfolio (Manager Showcase)
Kevin is a senior vice president and account manager for PIMCO, which manages the largest bond fund in the world. Bill Gross, PIMCO CEO, has been outspoken about the U.S. government’s policies and believes the debt problem needs to be addressed immediately. He made headlines earlier this year when he decided to slash U.S. Treasuries from his largest fund. Please join us as Kevin shares PIMCO’s perspective on what opportunities and risks exist in today’s capital markets. Specifically,
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The Venture Capital Industry: From 2010 and Beyond (Manager Showcase)
What is the state of the Venture Capital industry? Is San Diego’s VC community stagnant, recovering, or percolating below the radar? Please join our monthly round table on Tuesday, July 19th, led by Terry Moore, MBA, founder and Managing Partner of Moore Venture Partners LP, as he discusses:
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As a leader in the Venture Capital community, including founder and Chairman of The VC Roundtable, and founder and former Executive Director of the Morrison & Foerster Venture Network, Mr. Moore will provide an informed and up-to-date perspective on a dynamic industry.
Reflections on the Bataan Death March, From a San Diego Survivor (Educational Roundtable)
As July 4th approaches, Cornerstone is focusing its June roundtable on the history and heroics of Bataan Death March survivor, Dr. Lester Tenney, of Carlsbad. The retired Professor Emeritus of Finance at Arizona State University will share his story of the infamous march and his 3 ½ years as a prisoner of the Japanese. Please join us as Dr. Tenney recounts:
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Dr. Tenney has been awarded many military decorations for valor while serving in the Philippine Islands and on Bataan during WWII. His photograph and excerpts from his book are on display at the Smithsonian Institute. Dr. Tenney is a past National Commander of the American Defenders of Bataan and Corregidor.
Bank Loans: Who Gets One? Who Doesn’t? And Why? (Educational Roundtable)
What do baseball players, sumo wrestlers, and cliff divers have to do with qualifying for a loan? Come learn the answer at our next Educational Roundtable.
Stephen Friedman, Senior Vice President for Regents Bank, has been a business owner, operator, CFO, and corporate banker. Given his broad perspective, Stephen is especially adept at demystifying what it takes to obtain bank credit. The new Dodd-Frank Wall Street Reform and Consumer Act has changed the way banks make money. It’s import to understand how the process has changed and how it affects business loans. Please join us as Stephen explains:
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Real Estate Update: Still Down or on the Rebound? (Manager Showcase)
Speakers: James Breitenstein, Sean Masterson, and Tony Rosenthal
Click here to watch video of this Manager Showcase
Click here to watch brief interview with James Breitenstein
Click here to watch brief interview with Tony Rosenthal
James first presented last spring about the Landsmith Appreciation Fund, which was designed to capitalize on the housing downturn by acquiring finished residential lots in "broken" subdivisions. Over the last 18 months, James and his team have acquired hundreds of lots in California, Arizona and Nevada. Many of our clients are invested in this fund. James and Tony, based on their extensive experience in land development and home building, will share their perspectives on the current and future outlook of the Appreciation Fund, as well as real estate in California, including:
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Oh What a Relief... It is? Demystifying the 2010 Tax Relief Act (Educational Roundtable)
Speaker: Eric Weitzen, Esq.
As Newton observed, every action has a reaction. In 2010 Congress finally acted and passed new estate tax laws, which will only be in effect for the next two years. So what's your reaction? Will you update your current estate plan and make changes according to the extensions in place? Or are you still uncertain and waiting to see what happens in two years?
Please join us as estate planning attorney Eric Weitzen leads a discussion of the 2010 Tax Relief Act. Key topics will include:
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Putting the Pedal to the Metal: ElliptiGo Discusses Rapid Expansion at MIT Enterprise Forum (Manager Showcase)
Speaker: Bryan Pate
ElliptiGO is planning for rapid expansion. In fact, it’s practically being pulled into it by interested retailers and running enthusiasts from all over the world. Since February 2010, ElliptiGO has gone from the sale of one elliptical bike in San Diego to selling nationwide in July, and expanding sale internationally. It has distributors established in Canada and Australia, and a British subsidiary selling bikes into the European Union. The challenges of managing rapid expansion are many, and for ElliptiGO include transitioning from primarily selling online to primarily selling through retailers.
ElliptiGO has developed a fitness device that provides a low-impact outdoor running-like experience. Its initial target market is former runners who can no longer handle the impact of running, but who are willing to pay for the experience of running again.
The founders behind ElliptiGO spent a long time developing a low-impact propulsion mechanism that would emulate running while efficiently propelling a two-wheel vehicle. ElliptiGO is the only company currently making a two- wheeled device that emulates the running experience. ElliptiGO's technology is the subject of four issued patents and 13 pending patent applications. Please visit their website at www.elliptiGO.com to view pictures of the ElliptiGO.
Master Limited Partnerships (MLPs) - Tax Advantaged Income Generation (Manager Showcase)
Speakers: Jim Ferrell, Remco Obertop and Pam Breuckmann
With tax increases appearing imminent, come learn about the extremely unique benefits of Tax-Advantaged Income and Growth offered by investing in Master Limited Partnerships (MLPs). We are excited to have Jim Ferrell, owner of Ferrellgas and pioneer in the energy sector, present with Samson Capital Management, on the rare benefits of these energy infrastructure investments.
A MLP is a publicly traded limited partnership. The benefits, such as special tax treatment and current income, have historically been hard to access for individual investors. In recent years, MLPs have garnered many headlines as investors have searched for yield, and as access to MLPs has increased through new mutual funds and ETFs. Jim Ferrell, founder of Samson Capital Management in 2009, has worked in the natural gas industry for 45 years as Chairman and CEO of Ferrellgas. From a single location in Kansas, Ferrellgas has grown to the second-largest US propane retailer. In 1994, Ferrellgas became one of the first natural gas companies publically traded on the NYSE as a MLP. Samson Capital Management specializes in managing MLP portfolios for individual investors through separate accounts. Please join us as Jim Ferrell, Remco Obertop and Pam Breuckmann educate participants on Samson Capital and how they invest in MLPs. They will discuss topics such as:
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Enhancing Your Boardroom Skills in 2011 (Educational Roundtable)
Speaker: Douglas B. Gordon
Douglas Gordon is a graduate of Harvard University and The University of Texas Law School. He has been interviewed by The Wall Street Journal, CBS and NBC on coroprate governance matters. Whether serving on a corporate board or a non-profit board of directors, each of us can benefit by improving our leadership skills in the New Year. Cornerstone is launching its 2011 Round Table series with an inspiring and educational presentation, “12 Boardroom Tips from the Film Classic, ‘12 Angry Men.’” Led by corporate governance attorney and veteran public speaker, Douglas B. Gordon, this discussion exemplifies Thomas Jefferson’s belief that “One man with courage is a majority.” Clips from the film, starring Henry Fonda, will demonstrate practical applications such as:
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Why Apartments and Why Now? (Manager Showcase)
Speaker: Michael R. Green
With the widespread erosion in commercial property values, Virtu sees a historic opportunity to acquire apartments with the objective of generating strong cash flows and significant appreciation. Please join us as Michael Green discusses the following topics: How the key macro-economic trends of supply-and-demand, demographic shifts, and “net job creation” in many markets are impacting the apartment markets.
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Fixed Income in a Not So Fixed Market (Manager Showcase)
Speaker: Kevin Winters, CFP, CIMA
Kevin is a senior vice president and account manager for Pacific Investment Management Company (PIMCO), the manager of the largest bond fund in the world. Kevin will share his perspective from the arena of fixed income. As the markets continue to be polarized around whether the market is headed toward a double dip or a rally, join us as Kevin highlights PIMCO's outlook for the economy and discusses:
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Common Sense Selling (Educational Roundtable)
Speaker: John Schumann
John is a partner in the Whetstone Group, is a well-known speaker, and the co-author of two books, The Monday Morning Sales Coach and Common Sense Selling. If you are in business and need to “sell” without “selling” or being perceived as the salesperson, this is the course for you.
In this roundtable, John will discuss selling and persuasion skills for the "non-selling" professional. It is designed for bankers, CPA’s, attorneys, advisors, and anyone who works with clients. John will also share sales anecdotes from his real life experience with major corporations and corporate boards. What you will learn:
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Don’t Wait to Buy Land, Buy Land and Wait (Manager Showcase)
Speaker: Andrew H. Martin
Click here to watch video of this Manager Showcase
Click here to watch highlights of this Manager Showcase
Ongoing turmoil in the real estate markets and among financial institutions continues to present unprecedented opportunities for savvy investors. ARCUS Private Capital Solutions, LLC, a private company with expertise in real estate equity investments, is capitalizing on this environment. Many of Cornerstone's clients are invested with ARCUS. ARCUS's current funds focus on distressed real estate and real estate notes. Please join us as Andrew, principal of ARCUS Capital, shares his insights on:
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Investing in Global Energy Markets: Exploration and Opportunity (Manager Showcase)
Speaker: William J. Buechler
Bill is President of Buechler Capital Asset Management, LLC. He is also general partner of the Kiwi-Pacific, LP, which focuses on energy related investments in Australasia, a region consisting of Australia, New Zealand, New Guinea, and neighboring Pacific islands. The fund is an underlying investment in Capstone Partners, LP, a fund of funds in which many of our clients are invested. As oil exploration has been front page news with the recent Gulf disaster, Bill will share his current perspective on the global energy markets. He will also explore the investment opportunities found in the growing energy and natural resources markets of Australasia, including:
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Will California Munis Get Scorched by a “Greece” Fire? (Manager Showcase)
Speaker: Len Templeton
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Click here to watch highlights of this presentation
Join our discussion with Len Templeton, President of Templeton Financial Services and an independent, fixed-income-only money manager, on this timely topic. Based on his long experience of investing in bonds, Len will discuss:
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IRA Conversions: Till Death Do Us Part (Educational Roundtable)
Speaker: Chris L. Meacham, CPA, PFS
Click here to watch video of this presentation
During Chris’ presentation he will address powerful strategies relating to IRA conversions that, when implemented correctly, could significantly enhance the value of your estate. Additionally, he will explain in simple terms the complex issues surrounding this 2010 hot topic so you walk away with answers to the following questions:
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Why “Broken Subdivisions” Will Be Fixed First in a Market Turnaround (Manager Showcase)
Speaker: James Breitenstein and Sean Masterson
Click here to watch video of this presentation
Click here to watch highlights of this presentation
Landsmith, LLC, is currently acquiring finished residential lots in California. Based on their broad experience in land development and home building, they will discuss the current and future outlook for real estate in California including:
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How to Generate Income in a Flat Market (Educational Roundtable)
Speaker: Gary Stringer
We are pleased to welcome Gary, co-founder of Ironwood Asset Management, LLC, who will present How to Generate Income in a Flat Market. Based on his experience in managing fixed income portfolios for governments, high net worth and institutional clients, he will discuss:
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The Journey from Private to Public (Manager Showcase)
Speaker: A.J. Kazimi
A.J. is the Founder, Chairman and CEO of Cumberland Pharmaceuticals. Many of Cornerstone’s clients began investing in Cumberland in 2001 when it was a start up private equity company. The investment was extremely successful; Cumberland went public in August of 2009.
Before Cumberland, A.J. helped Therapeutic Antibodies Inc. navigate from its start-up phase through its IPO. Please join us as he shares the highlights and his insights on:
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Finding the Needle in the Real Estate Haystack (Educational Roundtable)
Speaker: Andrew Martin
The recent troubles in both the real estate markets and among financial institutions continue to present unprecedented opportunities for savvy investors. ARCUS Capital, LLC, a private company with expertise in real estate equity investments, is capitalizing on this environment. Many of Cornerstone's clients have invested with ARCUS for the past several years. ARCUS's current funds focus on distressed real estate and notes. Please join us as Andrew Martin, principal of ARCUS Capital, shares his insights on:
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Real Estate—The Silver Lining (Manager Showcase)
Speaker: Andrew Martin
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Andrew is the principal of ARCUS Capital, LLC, a private equity lending company with expertise in real estate equity investments. Join us as he explores today’s real estate market, including some of its most compelling investment opportunities. He will discuss:
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Will the Economy Recover in 2010 (Educational Roundtable)
Speaker: Alan Nevin
Click here to view slides from this presentation
Alan Nevin is considered the “Dean of Real Estate Feasibility Research” in Southern California. His 30-year background in demographic and economic research places him among the educational and analytical leaders in his field. Mr. Nevin holds advanced degrees from Stanford and American University. Mr. Nevin will peer into his crystal ball and provide his outlook of what we might expect in 2010, including:
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Financing Real Estate: Show Us the Money (Educational Roundtable)
Speaker: Dr. Riedy
Dr. Riedy is a former COO of Fannie Mae, has served on the boards of public and private real estate companies and has been selected for leadership positions in several industry groups. He currently serves as Chairman of the Board for Neighborhood Bancorp and is Executive Director of the Burnham-Moores Center for Real Estate at the University of San Diego. Join us as he uses his insights and expertise to explore many of today's pressing issues, such as:
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Investing in Fixed Income Portfolios for the "New Normal" World (Manager Showcase)
Speaker: Kevin Winters, CFP, CIMA
Kevin is a vice president and account manager for Pacific Investment Management Company (PIMCO). Kevin will share his perspective from the arena of fixed income on such major developments as a new administration in Washington, continuing instability in the markets, and a challenging real estate market. Join us as he highlights PIMCO's outlook for the economy and discusses:
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Opportunities in Residential Real Estate (Manager Showcase)
Speakers: Scott McWhorter Mike Green, Ron Sonntag, and Ritesh Patel
Come and join us as Virtu Investments, a company we have used to invest in real estate over the past 10 years, shares its insights on buying single family homes at unprecedented values. They will talk about their new fund and will focus specifically on the following topics:
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Unique Investment and Wealth Planning Opportunities in a New Administration
Speakers/Panel: Chris Meacham, CPA, PFS, Scott Hinkle, David Jacobs, Mark Morris, & Timothy Polacek
Today’s economic environment holds both peril and promise. As this historic year draws to a close, it’s time to address both the challenges and opportunities of the future. Wealth creation, preservation, and protection have seldom been more critical. Please join us as we explore strategies that can empower you to navigate more successfully in the year ahead, such as:
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Untapped Opportunities to Acquire Operating Businesses
Speakers: Ray DiMuro, CFP & George Collett, CFP
Private equity funds present an excellent opportunity for investors to diversify their portfolios and increase returns. When it comes to identifying investment opportunities, managers in the private capital markets do not face the high levels of restrictions that are found in the public capital markets. As a result, private equity funds have more flexibility to address a volatile market and can target higher returns than public funds. Join us as Ray and George discuss:
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Real Estate Investments: Challenges and Opportunities in Today's New Economic World (Manager Showcase)
Speaker: Michael R. Green
In tune with today's market developments, we have focused on investment opportunities generated by the recession. Most recently we have discussed distressed debt, and presented opportunities relating to it. Another opportunity we are currently exploring is in the area of multi-family and commercial properties. Many of you are familiar with Virtu Investments, a real estate investment group we've worked with for approximately 10 years. Virtu specializes in acquiring and managing real estate properties. Through the years we have developed the utmost confidence in Virtu's abilities. Please join us as Virtu's principal and co-founder, Mike Green, discusses today's challenges and opportunities in the real estate market, including:
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Are California Munis Safe? (Manager Showcase)
Speaker: Len Templeton
Len is the president of Templeton Financial Services, an independent, fixed income-only money manager. His topic, Are California Munis Safe?, will explore:
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Are Arizona Munis Safe? (Manager Showcase)
Speaker: Len Templeton
Len is the president of Templeton Financial Services, the largest independent fixed income-only money manager in Arizona. His topic, "Are Arizona Munis Safe?", will explore:
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Opportunities in a New Economy: Unique Perspectives from Three Advisors (Panel Discussion)
Panel: Chris Meacham, CPA, PFS, Keith Mc Kenzie, & Alan Nevin
The Chinese Miracle: A Basic Overview of the Opportunities and Risks of Investing in China
Speaker: Christopher Donnelly
Mr. Donnelly, Managing Director of Pacific Rock Capital, will present the opportunities and risks of investing in China, based on his experience dealing exclusively with Chinese companies. He will focus on macro investing drivers, different markets in which Chinese companies can list and how investors can participate, a summary of successful deals, and what investors should look for as well as avoid. Mr. Ted Haberfield, Executive Vice President of HC International, will also provide insight into current deals, opportunities and investor sentiment.
Managed Futures - Thriving in a Bear Market (Manager Showcase)
Speaker: Scott J. Nance
Scott is responsible for national business development of The Frontier Fund to registered investment advisors. Please join us as he explores why managed futures is a rapidly growing asset class and:
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How to Speak to Clients about Growing and Protecting Their Largest Asset at Retirement - Their IRA
Speakers: Chris Meacham, CPA, PFS & Brenda Geiger, JD
Whether you would like a refresher course or more in-depth information on this important topic, you will leave this midday seminar with valuable tools that can benefit your practice as we discuss:
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Mastering Down Markets (Manager Showcase)
Speaker: Terry O'Connor
Terry, the principal of Cedar Creek Management, LLC, will be our lead speaker, sharing what has driven his success as a hedge fund manager. We have been investing in Terry's fund for about 8 years and have the utmost confidence in his abilities to manage our clients' assets. In 25 years, Terry's fund has not experienced a down year, until last year, when the fund was down only half a percent.* In the past eight years, Terry outperformed the S&P 500 by 8% annually.* You do not want to miss his comments.
*Past returns are no indication of actual future performance
Real Estate – The Silver Lining (Manager Showcase)
Speakers: Andrew Martin & Denny Barney
ARCUS Capital, LLC, is a private equity lending company with expertise in the real estate field. In February, Andrew and Denny presented information about ARCUS and the investment opportunities available in today's real estate market. Join us this month as they share specific investments and discuss their trust deed fund and distress debt funds.
Profiting on Home Foreclosures
Speakers: Cari Drolet & Stephen Bick
We all know that home foreclosures here in San Diego are in abundant supply, but how might that affect you either directly or indirectly? Please join Cari Drolet, founder of The Drolet Team, and Stephen Bick, founder of Cottingham Management Company, as they discuss:
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A Recession Proof Marketing Plan - How to Grow Your Business When Others Aren't (Educational Roundtable)
Speaker: Eric Jackson
What does a comprehensive marketing plan look like in down times, and how can you position yourself ahead of the competition when times are good again? Join Eric Jackson, Founder of Verispect-TrueVision Promotions, as he discusses the marketing elements and strategies that will differentiate your firm in the market place and prepare you for sustained success, including Referral and Social Marketing in today’s online era.
Real Estate - The Silver Lining (Manager Showcase)
Speakers: Andrew Martin & Denny Barney
ARCUS Capital, LLC, is a private equity lending company with expertise in the real estate field. Two of its principals, Andrew Martin and Denny Barney, will discuss their success as real estate specialists. Cornerstone has known them for years and has the utmost confidence in their ability to manage its clients' assets. Please join us as we explore today's real estate market, including some of its most compelling investment opportunities.
Using Insurance to Protect Your Personal Assets (Educational Roundtable)
Speakers: John & Carolyn Konecki
We all know that insurance is a requirement when purchasing a home or registering a vehicle, but how do you determine the right kind of insurance, the right company and the right amount of coverage? Join us as John and Carolyn address issues such as:
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Navigating the Storm #5
Speakers: Chris Meacham, CPA, PFS
We'd like to invite you and a guest to attend our upcoming roundtable, which will address the current financial turmoil. Join our President and CEO, Chris L. Meacham, CPA, as we discuss with him topics such as:
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Navigating the Storm #4
Speaker: Chris Meacham, CPA, PFS
I'd like to invite you to attend our 4th "Navigating the Storm" roundtable, which will address the current financial turmoil. I welcome your attendance and invite you to bring a guest. We will be discussing topics such as:
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Buechler Capital and Cornerstone Wealth Management Luncheon Seminar
Investment Strategies for Turbulent Times
Speaker: Chris Meacham, CPA, PFS
Given the turbulence in today’s financial markets, what’s an investor to do? Join me as we discuss the following questions:
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Investing for the Future
Speaker: William J. Buechler
Join Mr. Buechler as he discusses:
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Investment Strategies for Uncertain Times and a Bold Prediction About What Estate Tax Will Look Like
Speaker: Chris Meacham, CPA, PFS, & Ronald A. Friedman, CPA
Today's volatile markets underscore the benefits of alternative investing. But what about the tax and estate ramifications? How do investors approach both investing and estate planning, given so many uncertainties about the future?
Navigating the Storm #3
Speaker: Chris Meacham, CPA, PFS
What’s causing the current upheaval?
What can investors do, if anything?
How could investors have protected themselves from this?
When is the time to focus on and act on opportunities?
What types of investments are not adversely affected by the current meltdown?
Navigating the Storm #2
Speaker: Chris Meacham, CPA, PFS
What’s causing the current upheaval?
What can investors do, if anything?
How could investors have protected themselves from this?
When is the time to focus on and act on opportunities?
What types of investments are not adversely affected by the current meltdown?
The Five Business Applications of Assessments (Educational Roundtable)
Speaker: Dan McNeill, CEO
Dan will offer you a unique opportunity to participate in a certified and confidential executive assessment. You will receive a complimentary copy of your assessment plus a custom coaching report that is designed around the results of your questionnaire. Dan will cover five business applications stemming from these assessments:
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Navigating the Storm #1
Speaker: Chris Meacham, CPA, PFS
In light of market conditions, we are launching a weekly, one-hour luncheon roundtable to address the current turmoil. Please feel free to bring a guest. We welcome your questions and attendance. We will be discussing topics such as:
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Work Smarter, Not Harder: A Primer for CPAs and Estate Planning Attorneys Who Want to Grow Their Practice by Improving Client Care
Speakers: Chris Meacham, CPA, & Nancy Foster Thornton
Join Chris Meacham, CPA, PFS, President and CEO of Cornerstone Wealth Management LLC and Nancy Foster Thornton, CPA, CLPF, President of Foster-Thornton LLC, as they discuss win/win ideas that will benefit both you and your clients:
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Turbulent Times and Retirement: Will Your Assets Last as Long as You Do?
Speaker: Chris Meacham, CPA, PFS
Given the turbulence in today's markets, are you still on track to meet your long-term retirement goals? Are your saving and spending levels sufficient to allow you to retire when you want? Join us as we discuss how the subprime meltdown might actually help you achieve your retirement goals, how to keep market declines from delaying your retirement, why old investment formulas for retirement no longer work, what investment strategies can provide consistent retirement income regardless of market conditions, and how to leave a lasting legacy.
Real Estate Investment Opportunity (Manager Showcase)
Speaker: Jeff Hawkes
The real estate market has been of particular interest to everyone this past year. While tighter credit and diminishing values have caused concern, we’ve looked forward to the investment opportunities that such declines bring. Jeff Hawkes, President and CEO of Hawks Development, will discuss the real estate market. He will focus specifically on a real estate development project in the Boise, Idaho, area for which we are currently doing due diligence.
Marketing on the Internet: A Guide for White-Collar, Baby Boomer Professionals (Educational Roundtable)
Speaker: Leah Swearingen & Melani Gordon
Whether you are a CPA, attorney, wealth manager, banker, mortgage or insurance broker, your 2008 marketing program should entail some aspect of online marketing. But where to start? What's applicable to you? Leah Swearingen, APR, and Melani Gordon of gWAVE Consulting, will lead a discussion of the presence your business should have on the Internet, the basics of Search Engine Marketing (SEM), Pay-per-Click and other paid placements, the new rules of online marketing and how to measure the results.
Behavioral Finance 101 (Educational Roundtable)
Speaker: Chris Meacham, CPA, PFS
Is behavioral finance driving you to extremes? Are you a victim of behavioral finance? All too often decision making about personal wealth is influenced by unconscious biases that cause investors to make sub-optimal choices. The field of Behavioral Finance seeks to address and educate investors about issues such as the impact of bias on portfolio construction, the "price" investors pay for certainty, over-reacting to short-term volatility and reluctance to rebalance.
The Secret of Creating Extraordinary Customer Service (Educational Roundtable)
Speaker: Richard Eppel
Did you know that satisfying customer requests may not result in customer satisfaction? Learn how to create extraordinary customer satisfaction by taking care of customer concerns. Richard Eppel, a business leader in the hi-tech industry, will show us how to read between the lines of a customer's request and discover his or her true concern, vs. the expressed request. Join us as we learn how to avoid dissatisfied customers and excel in providing customer service.