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Prior Speaking Engagements for Professionals

2011
  • The Gathering for the Laureate Center for Wealth Advisors
  • Topic: How to Thrive in an Under $5 Million Market
  • The 2011 Ultimate Estate Planning Super Teleconference Series
  • Topics & Speakers: Basic and Advanced Estate Tax & Asset Protection Planning in 2011 with Philip J. Kavesh, Esq. and Steven J. Oshins, Esq.; Income Tax & Retirement Benefit Planning in 2011 with Robert S. Keebler, CPA, MST, AEP; Life Insurance Planning in 2011 with Lee Slavutin, CLU; Investment & Financial Planning in 2011 with Thomas A. Moser, CFP, CRPC
  • Secured Financial Solutions, LLC - Power Producer Conference
  • Topic: The Top 22 Overlooked Uses of Life Insurance
2010
  • The Final Resolution of the 2010 Estate Tax - UEP Teleconference
  • Co-Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, Esq.
  • The Learn It Now 10-Part IRA eCourse (Self Study)
  • Co-Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, Esq.
  • An Update of the 2010 Roth IRA Conversion Rules and Strategies
  • Co-Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, Esq.
  • Secured Financial Solutions, LLC - Power Producer Conference
  • Topic: The Top 22 Overlooked Uses of Life Insurance
  • Paying IRAs to Trusts: The Lessons of PLR201021038
  • Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, Esq.
  • Overview of the 3.8% Investment Tax Under the Health Care Bill
  • Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, Esq.
2009
  • Investor’s Capital Corp National Conference on A Secret to Increasing Rep Production in Tough Times
  • LPL Financial focus09 National Conference on “Keys to Developing a Successful Estate Planning Attorney Relationship”
  • Grubb & Ellis Annual Due Diligence Meeting on Developing Effective Attorney & Advisor Referral Relationships.
  • The Ultimate Roth IRA Training Teleconference Series on 1) The “Basics” of Roth Conversion Planning, 2) Advanced Roth IRA Planning and 3) Special Estate Planning for Roth IRAs with co-speaker Robert S. Keebler.
  • Great Lakes Retirement Group Radio Show on The Personal Asset TrustSM & The IRA Inheritance Trust®.
2008
  • Sidney Kess’ Ultimate Estate, Retirement and Financial Planning Conference on The Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities
  • Advisors Excel IRA College Level I and Level II Programs on the IRA Inheritance Trust® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys
  • American Bar Association (ABA) teleconference on Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs with co-speaker, Robert S. Keebler
  • PESI, LLC continuing education webinar on the IRA Inheritance Trust®
2007
  • American Bar Association (ABA) teleconference on How to Avoid the Top 10 Retirement Distribution Disasters with co-speakers, April Caudill and Robert S. Keebler
  • Million Dollar Round Table (“MDRT”) Annual Meeting (June 2007) on the IRA Inheritance Trust®
  • Advanced Planning Legal Network (“APLN”) teleconference trainings on the IRA Inheritance Trust® and Watch Out for Your State Bar Ethics Rules & Be Careful With Your Marketing!
  • Dennis Tubbergen’s Financial Advising Conference on the IRA Inheritance Trust®
2006
  • LIMRA Advanced Sales Forum on the IRA Inheritance Trust®
  • Society of Financial Service Professionals on the IRA Inheritance Trust®
  • WealthCounsel’s 9th Annual National Conference on Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005
  • John Hancock Annuities 3rd Annual Premier Partner Symposium on The Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance Trust®
  • PESI, LLC teleconference on The Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)
2005
  • First Financial Resource Fall Meeting on The Hottest Breakthrough IRA Strategy: IRA Inheritance Trust®
  • AIG Seasons SunAmerica Speaking Engagement on the IRA Inheritance Trust®

Additionally, Mr. Kavesh has spoken before numerous professional organizations, both locally and throughout the country. These include, but are not limited to:
  • Aerospace Corp.
  • Allied Signal
  • Assistance League of San Pedro
  • Associated Securities Corp.
  • Boeing Aircraft
  • California Association of Financial Planners
  • California Society of Certified Public Accountants
  • California Society of Enrolled Agents
  • Financial Planning Association
  • Fortune Financial
  • HD Vest
  • Hi-Shear
  • Hughes
  • IBM
  • Long Beach Apartment Owners Assoc.
  • LPL Financial Magnavox
  • McDonnell Douglas
  • Nissan Motors
  • Orange County Apartment Owners Assoc.
  • Palos Verdes Lions Club
  • Palos Verdes Breakfast Club
  • Royal Alliance
  • San Pedro Elks Club
  • Toyota Motors
  • TRW
  • XEROX

© 2012 Kavesh, Minor and Otis, Inc. | Privacy Statement
990 W. 190th Street, #500, Torrance, CA 90502 | Phone: 1-800-756-5596 | Fax : 310-324-0517
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The Law Firm of Kavesh, Minor & Otis, Inc. represents clients with their Estate Planning needs, including Advanced Level Planning, Pre-Death Planning, Post-Death Planning, Financial Planning and Tax Planning. We represent all of Los Angeles County and the surrounding area, including but not limited to Torrance, Los Angeles, Carson, Harbor City, Lomita, Gardena, Long Beach, Compton, Redondo Beach, Hermosa Beach, San Pedro, Hawthorne, Manhattan Beach, Inglewood, Lynwood, Lakewood, Paramount, El Segundo and South Gate. We also service most of Southern California, including Orange, Orange County, Newport Beach, Irvine, Costa Mesa, Corona Del Mar, Santa Ana, Huntington Beach, Fountain Valley, Tustin, Laguna Beach, Garden Grove, Midway City, Pasadena, San Marino, Alhambra, San Gabriel, Sierra Madre, Arcadia, Glendale, Monterey Park, Rosemead, El Monte, Burbank, Duarte, Woodland Hills, Canoga Park, West Hills, Tarzana, Winnetka, Encino, Topanga, Northridge, Van Nuys, Sherman Oaks, and Agoura Hills.

This website is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Kavesh, Minor & Otis, Inc. The testimonials throughout this site were provided by actual clients. To maintain their privacy their names may have been abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results.