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Representative Past Presentations
Tim Voorhees has conducted the client and adviser seminars listed on the table below. For more information, please click links in the "Speech Topic" column.
 
Speech Topic Audience City
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 Donorís 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 Donorís 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 &nbps;
Focusing on your unique ability by delegating technical work to a virtual back office and advanced sales department Valmark School of Life &nbps;
How successful advisors deliver more value to affluent clients Valmark School of Life &nbps;
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

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.