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 at the following locations and Dates:

- December 11, 2008 , Irvine, "Advanced LLC Issues"
- December 12, 2008, Los Angeles, "Advanced LLC Issues"
- January 14, 2009, National live teleconference, "An Attorneys Guide to Asset Protection"
- March 3, 2009, Irvine, "Limited Liability Companies"
- August 26, 2009, National live teleconference, “Nuts and Bolts of Probate, Estate, and Trust Administration”.
- October 13, 2009, Irvine , “Cutting Edge of Asset Protection Skills and Techniques”
- November 24, 2009, National live teleconference, "Asset Protection Fundamentals"
- December 9, 2009, Los Angeles, "LLCorINC. Entity Selection For A Small To Medium Sized Business"
- December 10, 2009, Irvine, "LLCorINC. Entity Selection For A Small To Medium Sized Business"
- December 15, 2009, National Live Video Webcast, "The Ins and Outs of Sub S Corps and LLCs"

WEALTHCOUNSEL:

Wealth Counsel is 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.

- May 28, 2009, National teleconference, “Asset Protection Planning”
- August 6, 2009, Attorney Jeffrey R. Matsen will be presenting at WealthCounsel National Symposium in Chicago.
- October 28, 2009, National Live Webinar, “Practical Asset Protection Strategies for Business Owners and Professionals"
- December 9 & 10, 2009, Attorney Jeffrey R. Matsen will be presenting a WealthCounsel Educational event in Atlanta for attorneys from across the country. His course is entitled “Comprehensive Planning with Asset Protection Trusts and Related Documents.”

ADVISORS FORUM:

The Advisors Forum 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.

-September 16, 2009, National Live Webinar, “Just What The Doctor Ordered.  Marketing and Implementing Estate and Asset Protection Planning To And For Physicians.”

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 on the subject of Asset Protection Planning.

- February 20, 2009, Los Angeles
- March 6, 2009, San Francisco

GLOBAL CONSULTANTS AND SERVICES:

Attorney Jeffrey R. Matsen has been selected by Global Consultant and Services Limited (“GCSL”), to provide in-house training for its Cook Islands Trust Division. GCSL is a successful and prominent international trust and business services company with offices in Cook Islands | Hong Kong | Anguilla | Belize | Shanghai | Samoa | Singapore . GCSL’s staff of professionals are experienced in law, accounting and fiduciary services capitalizing on their global offices and network of registered agents, banks, brokerage firms, and professional advisors. They provide a full range of international business services including business entity formation, trust services, company secretarial provisions of registered office and related administration services. Attorney Matsen has an extensive background in dealing with international trust and business entities and setting up Offshore Asset Protection structures.

- June 1-7, 2009, GCSL’s offices in Rarotonga, Cook Islands, “Setting Up Offshore Asset Protection Structures”.

Wealth Strategies Counsel (WSC) and Global Consultants and Services ( Cook Islands) Limited (GCSL) are jointly offering a complimentary seminar to Advisors and potential clients on “Asset Protection, Why Go Offshore?” WSC will address advisors on how they can help their client evaluate offshore opportunities, what is involved in setting up an offshore structure, and how advisors can benefit from offshore planning. WSC will address potential clients on the “Whys” and “Whats” of asset protection, Why they should consider going Offshore, and the proper way to structure their assets for Offshore Protection. GCSL will address both groups on Offshore Requirements, what trust companies do for them and why they should consider the Cook Islands.

- June 29 & 30, 2009, Costa Mesa Office of Wealth Strategies Counsel “Asset Protection, Why Go Offshore?”
- Advisors
- Monday June 29th at noon (Lunch served)
- or
- Tuesday June 30th at 8:30 am (Continental breakfast served)
- General Public
- Monday June 29th or Tuesday June 30th at 6:30 pm (Dinner served)

Advisors

Monday June 29th at noon (Lunch will be served)

or

Tuesday June 30th at 8:30 am (Continental breakfast will be served)

General Public

Monday June 29th or Tuesday June 30th at 6:30 pm (Dinner will be served)

Attorney Jeffrey R. Matsen has been invited by State of Nevada Department of Business and Industry Division of Insurance to speak at the Nevada Captive Insurance Convention.

- October 6, 2009, Las Vegas Nevada, “Utilizing Captive Insurance Companies as Wealth Transfer Vehicles”.

New York:

Attorney Jeffrey R. Matsen has been invited by Bernstein Financial Consultants to meet with them in New York and give a presentation.
- November 18, 2009

Attorney Jeffrey R. Matsen has been invited by various Financial Consultants and Business persons to meet with them in Dubai.

- Mid July, 2009

PLANNING AHEAD SEMINAR:

Wealth Strategies Counsel is holding a two-part Planning Ahead Seminar in collaboration with Dignity Memorial (The Nations largest provider of Cemetery, Funeral & Cremation Services). The first part will address Basic Estate Planning, such as Wills, Living Trusts, Probate Avoidance, and Powers of Attorney (both legal and healthcare). Dignity will discuss making final arrangements and the associated costs. The second part will cover Asset Protection, such as Limited Liability Companies, Family Limited Partnerships, Domestic and Offshore Asset Protection Trusts. Dignity will address making your wishes known and alleviating the stress on your loved ones when you pass. This Seminar is held on a Monthly Basis.