“Wonderful -
Knowledgeable speaker…”
“Jeff’s humor made it enjoyable to learn…”
“Excellent presentation…”
“Mr. Matsen is definitely a master of his craft…”
“the right amount of
technical legal guidance
along with some practical
tips…”
“It was well worth my
time…”
“helpful, pertinent
information, as well as
excellent materials…” |
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Venues:
NATIONAL BUSINESS INSTITUTES SEMINARS:
Jeffrey R. Matsen continues to give back to the legal and financial community by presenting for the National Business Institutes (NBI) seminar for Continuing Education of Attorneys and Certified Public Accountants.
WEALTH COUNSEL:
Jeff has given a number of seminars for Wealth Counsel, a national association of Estate Planning attorneys and a leading provider of tools and intelligence to the Estate Planning community. It provides its member attorneys with back office technology solutions and continuing legal education that keeps them on the leading edge of professional knowledge and engages the attorney membership in a collaborative network where each attorney can exchange ideas and problem solve. There are over 1000 member attorneys nationally in Wealth Counsel, including many of the leading Estate Planning practitioners in the country.
ADVISORS FORUM:
The Advisors Forum is another “forum” where Matsen has shared his knowledge and experience. It provides a turnkey system for financial advisors, lawyers, CPAs, professional fiduciaries and all wealth planning professionals to generate consistent new business from other professionals and clients. This proven system empowers Forum members to provide more comprehensive planning for existing and prospective clients, creating measurable success.
CONTINUING EDUCATION OF THE BAR SEMINAR:
The California Bar Association has requested that Mr. Matsen participate as a faculty member for a Continuing Education course for California attorneys.
WEALTH STRATEGIES COUNSEL:
Wealth Strategies Counsel (WSC) offers a number of seminars directed at a particular audience, whether specifically for clients, their advisors or a combination. WSC has a class room in our office where we give frequent seminars and we team up with Trust Companies, Accountants, Financial Planners, Insurance Agents, Banks and Brokers to present at their offices.
ASSOCIATIONS, BOARDS AND CONVENTIONS:
Mr. Matsen is often extended invitations to present to members of various Boards, Groups, Associations, Conventions and Conferences some of their key disciplines are Medical, Business, Financial, Insurance, Real Estate, etc.
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