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LOS ANGELES / VENTURA COUNTY




                                          C - S U I T E        Q U A R T E R L Y
                                          The Executive’s Leadership & Lifest yle Magazine




SUMMER2012
csq.com




   Bryan Clay
   Olympic Gold Medalist, At It Again

   + BRUCE JENNER
       Gold Medal Decathletes Meet Up
       to Discuss Training, Motivation,
       and Performing Under Pressure




The LA/UK
Connection
Olympics, business, & the LA
Gastropub Phenomenon


Laila Ali
Building a legacy and
brand all her own



Bentley’s Take
On The SUV
2013 Estate Law Changes
Are You Prepared?




           2012
         Olympics
          Issue
                                                                                   To Do:
                                                                            London Olympics q
                                                                               Flight School w
                                                                               Golf carlsbad e
The
                                                 C-Suiteadvisory
                                                        Michael Blaser
                                                        Managing Director &
74   investing Cashing in on a Solid                    Chief Financial Officer
     Gold Opportunity                                   United Gold Direct
                                                        Westlake Village, CA


                                                        Lisa deSouza
76   MARKETING Beyond This Point                        President & CEO
     There Be Dragons...                                RPM Demand
                                                        Studio City, CA


                                                        Kyle deVries
78   ESTATE PLANNINGDon’t Let Uncertainty Keep          Estate & Succession Planner
     You From Beating the IRS                           deVries Financial
                                                        Westlake Village, CA


                                                        Curtis Estes, CFP®,
                                                        CLU, ChFC
80   PREMIUM INSURANCE Congratulations,
                                     You Just           Financial Advisor
     Bought the Dodgers...How Do YOU Keep Them?         Northwestern Mutual
                                                        Los Angeles, CA

                                                        Becky Leehey
     HEalth & Wellness Better   Performance Through     Executive Director
82   Better Health: Increase Your Bottom Line by        California Health and
     Investing in the Health of Your Workforce          Longevity Institute
                                                        Westlake Village, CA


                                                        Martin Levy, CLU/RHU
84   INSURANCE Have   you taken a current look at one   Principal
     of your most important financial instruments?      Corporate Strategies, Inc.
                                                        Encino, CA

                                                        Bruce C. Munster
                                                        Family Wealth Director
86   PERSONAL FINANCE Is Your Financial Advisor         Sr. Vice President
     Performing Like an Olympic Decathlete?             MPF Family Wealth Group
                                                        Morgan Stanley Smith Barney
                                                        Woodland Hills, CA

                                                        Scott M. Sachs, CPA
                                                        Regional Managing Partner,
88   ESTATE Planning Don’t  Underestimate the Value     Southern CA
     of Estate Planning, Especially in 2012             J.H. Cohn LLP
                                                        Woodland Hills, CA


                                                        Daryl Wizelman
90   Real Estate Say No to Good and                     Branch Manager
     Say Yes to Great                                   RPM Mortgage
                                                        Calabasas, CA


                                                        Robert B. Yallen
                                                        President & CEO
92   marketing Sports   Figures in Advertising          Inter/Media Group
     and Marketing                                      of Companies
                                                        Woodland Hills, CA
The C-SuiteAdvisory



                                                                              investing


                                                               Cashing in on a Solid
                                                                Gold Opportunity
                                                                             By Michael Blaser
                                                           Have you ever heard the expressions, “Go for the Gold;
                                                        a Golden Opportunity; my word is as good as Gold; or how
                                                        about, The Gold Standard?” Every four years the Summer
                                                        Olympics rolls around and thousands of athletes around the
                                                        world train rigourously and compete for the ultimate reward,
                                                        the pinnacle of success…a Gold Medal. What’s all this fuss
                                                        about “Gold” these days, and why has it become a popular
                                                        alternative to traditional paper-backed investments? Simple…
                                                        Unparalleled demand! Gold has outperformed virtually every
   Michael Blaser                                       other asset class over the past decade. Why? The value of
                                                        our currency is continually shrinking; meanwhile the cost of
   Managing Director &                                  commodities and living expenses is dramatically rising. Many
   Chief Financial Officer
                                                        prudent Americans are adding gold to their financial portfolio
   United Gold Direct                                   as a foundational component to building wealth that has
   Westlake Village, CA                                 proven to maintain exceptional value over time.
                                                           Think your investments are fully-diversified? Think again…
   Michael Blaser is a precious metals veteran          If you’re invested in stocks, bonds, CDs, mutual funds, money
   and graduate of Business Administration              markets, etc., ask yourself, what is the one thing all of these
   from San Diego State University. He has
   spent the past 40 years of his career assist-
   ing clients in developing financial strength,
   fiscal prudence, and high moral character.
   More than ever before, Michael is convinced                “Gold can improve
   that Americans need “asset diversity,”
   with diligence, as it applies to financial
                                                              your hedge against
   strategies of preserving wealth while creating            market volatility, and
                                                             offer plenty of up-side
   opportunities for profit and growth. Michael
   often repeats the phrase, “If you lost it all
   today, would you really have time to earn
   it again?” as a simple, yet motivational
   dynamic for clients to stratify and diversify
                                                               growth potential.”
   their retirement portfolio for the future.
                                                        instruments have in common? No matter how diversified you
                                                        think you may be, the majority of your investments are 100%
                                                        backed by the full faith of the U.S. Dollar or paper-related
   888/502.3222                                         assets. While it’s important to have a multitude of investment
   mblaser@unitedgolddirect.com                         positions, consider adding tangible hard assets to complete
                                                        your diversification strategy. With inflation on the rise,
                                                        we’re all feeling the effects of; higher gas prices, food prices,
                                                        insurance premiums, even the price of entertainment. Have
                                                        you been out to dinner lately? The cost of going out to eat
                                                        these days is definitely on the mind of the average American.
                                                        Now, it is more critical than ever to get out of harm’s way and
                                                        position your portfolio for prosperity and success.
                                                           Gold is not… an investment. It doesn’t pay dividends or
                                                        interest. Instead, consider gold like an insurance policy for
                                                        your investment portfolio that protects your purchasing power
                                                        on every-day goods and services. Your financial assets should
                                                        be durable in ALL market conditions. The ‘Gold Standard’ to
                                                        durability and success has proven to be a healthy position in
                                                        physical gold and silver. Those who are familiar with the pre-
                                                        cious metals markets agree that for the investor with an eye on
                                                        the long term, there is no bad time to acquire gold. No, we’re
                                                        not talking about paper gold, leveraged gold stocks or ETFs.


   74     CSQ.com    CSUITEQUARTERLY      Summer 2012
Back by popular demand -- authentic, intrinsic, and historical
gold coins are becoming a solid foundation for many. This
unique commodity has a place as, the “safe-haven” asset, in
                                                                            “With zero counter-party
every portfolio.
   In this crazy world in which we live, controlling the
                                                                            risk, gold has never
outcome of your investments is becoming a major challenge;                  been worth zero, and is
physical gold is an essential tool to secure your wealth from
looming economic uncertainties. With the U.S. Dollar under                  considered to be the most
pressure and our National Debt growing at a staggering rate,
participating in a small portion in the yellow metal can offset
                                                                            liquid asset in existence.”
other losses in paper investments. Additionally, gold can
improve your hedge against market volatility, and offer plenty      a savvy, sophisticated investor, to recognize the value and
of up-side growth potential. Historically, the function of gold     beauty of precious metals. One might ask, “How do you
primarily hedges the fear of inflation, political instability and   acquire precious metals?” Your options include, but are not
mounting financial debt creating economic stress. In today’s        limited to; rolling over an IRA (Traditional, SEP or Roth), or
market, with challenges in the banking system, the excess           a 401(k) – penalty free. Another popular method is taking
printing of stimulus dollars, and the extreme unemployment          physical possession of the metals as a currency exchange.
figures, it only makes sense to rely on a tangible asset that has   We understand that times are far different than they once
flourished for over 5,000 years as the international “currency      were, and unlike printed dollars, gold is minted, pure, and in
of choice.” It’s important to note; Emerging Countries,             finite supply. Raw gold mining production quantities have
Central banks, and millions of Americans are acquiring gold         decreased year after year for the last decade. To put it into
in record numbers today.                                            perspective, all of the gold ever mined…would only fill two
   Setting it apart from all other asset opportunities, I           Olympic size swimming pools! Smart-money Americans have
find myself often asking our clients who are unsure of              already moved savings into Gold -- have you?
where to park their money these days…“Paper is printed,                Doug Casey, respected author, publisher and professional
Gold is minted…which would you rather have if another               investor reminded us all recently, “Anyone who thinks they
2008 Financial Crisis were to strike us again?” With zero           have any measure of financial security without owning any
counter-party risk, gold has never been worth zero, and is          gold – especially in the post-2008 world – is either ignorant,
considered to be the most liquid asset in existence. You            naïve, foolish, or all three.” The time to own Precious
don’t need to have an advanced degree in economics or be            Metals is now. 




         Building
          REPUTATIONS.
 ExceedingEXPECTATIONS.
Tell your story and get your message out. Talk with
us about what opportunities lie ahead and how                                                    CRUSH PR
public relations can benefit you, your business and                                                     Marketing Communications

your company.                                                                                                   info@crush-pr.com
                                                                                                                www.crush-pr.com

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United Gold Direct- advisor michael blaser

  • 1. LOS ANGELES / VENTURA COUNTY C - S U I T E Q U A R T E R L Y The Executive’s Leadership & Lifest yle Magazine SUMMER2012 csq.com Bryan Clay Olympic Gold Medalist, At It Again + BRUCE JENNER Gold Medal Decathletes Meet Up to Discuss Training, Motivation, and Performing Under Pressure The LA/UK Connection Olympics, business, & the LA Gastropub Phenomenon Laila Ali Building a legacy and brand all her own Bentley’s Take On The SUV 2013 Estate Law Changes Are You Prepared? 2012 Olympics Issue To Do: London Olympics q Flight School w Golf carlsbad e
  • 2. The C-Suiteadvisory Michael Blaser Managing Director & 74 investing Cashing in on a Solid Chief Financial Officer Gold Opportunity United Gold Direct Westlake Village, CA Lisa deSouza 76 MARKETING Beyond This Point President & CEO There Be Dragons... RPM Demand Studio City, CA Kyle deVries 78 ESTATE PLANNINGDon’t Let Uncertainty Keep Estate & Succession Planner You From Beating the IRS deVries Financial Westlake Village, CA Curtis Estes, CFP®, CLU, ChFC 80 PREMIUM INSURANCE Congratulations, You Just Financial Advisor Bought the Dodgers...How Do YOU Keep Them? Northwestern Mutual Los Angeles, CA Becky Leehey HEalth & Wellness Better Performance Through Executive Director 82 Better Health: Increase Your Bottom Line by California Health and Investing in the Health of Your Workforce Longevity Institute Westlake Village, CA Martin Levy, CLU/RHU 84 INSURANCE Have you taken a current look at one Principal of your most important financial instruments? Corporate Strategies, Inc. Encino, CA Bruce C. Munster Family Wealth Director 86 PERSONAL FINANCE Is Your Financial Advisor Sr. Vice President Performing Like an Olympic Decathlete? MPF Family Wealth Group Morgan Stanley Smith Barney Woodland Hills, CA Scott M. Sachs, CPA Regional Managing Partner, 88 ESTATE Planning Don’t Underestimate the Value Southern CA of Estate Planning, Especially in 2012 J.H. Cohn LLP Woodland Hills, CA Daryl Wizelman 90 Real Estate Say No to Good and Branch Manager Say Yes to Great RPM Mortgage Calabasas, CA Robert B. Yallen President & CEO 92 marketing Sports Figures in Advertising Inter/Media Group and Marketing of Companies Woodland Hills, CA
  • 3. The C-SuiteAdvisory investing Cashing in on a Solid Gold Opportunity By Michael Blaser Have you ever heard the expressions, “Go for the Gold; a Golden Opportunity; my word is as good as Gold; or how about, The Gold Standard?” Every four years the Summer Olympics rolls around and thousands of athletes around the world train rigourously and compete for the ultimate reward, the pinnacle of success…a Gold Medal. What’s all this fuss about “Gold” these days, and why has it become a popular alternative to traditional paper-backed investments? Simple… Unparalleled demand! Gold has outperformed virtually every Michael Blaser other asset class over the past decade. Why? The value of our currency is continually shrinking; meanwhile the cost of Managing Director & commodities and living expenses is dramatically rising. Many Chief Financial Officer prudent Americans are adding gold to their financial portfolio United Gold Direct as a foundational component to building wealth that has Westlake Village, CA proven to maintain exceptional value over time. Think your investments are fully-diversified? Think again… Michael Blaser is a precious metals veteran If you’re invested in stocks, bonds, CDs, mutual funds, money and graduate of Business Administration markets, etc., ask yourself, what is the one thing all of these from San Diego State University. He has spent the past 40 years of his career assist- ing clients in developing financial strength, fiscal prudence, and high moral character. More than ever before, Michael is convinced “Gold can improve that Americans need “asset diversity,” with diligence, as it applies to financial your hedge against strategies of preserving wealth while creating market volatility, and offer plenty of up-side opportunities for profit and growth. Michael often repeats the phrase, “If you lost it all today, would you really have time to earn it again?” as a simple, yet motivational dynamic for clients to stratify and diversify growth potential.” their retirement portfolio for the future. instruments have in common? No matter how diversified you think you may be, the majority of your investments are 100% backed by the full faith of the U.S. Dollar or paper-related 888/502.3222 assets. While it’s important to have a multitude of investment mblaser@unitedgolddirect.com positions, consider adding tangible hard assets to complete your diversification strategy. With inflation on the rise, we’re all feeling the effects of; higher gas prices, food prices, insurance premiums, even the price of entertainment. Have you been out to dinner lately? The cost of going out to eat these days is definitely on the mind of the average American. Now, it is more critical than ever to get out of harm’s way and position your portfolio for prosperity and success. Gold is not… an investment. It doesn’t pay dividends or interest. Instead, consider gold like an insurance policy for your investment portfolio that protects your purchasing power on every-day goods and services. Your financial assets should be durable in ALL market conditions. The ‘Gold Standard’ to durability and success has proven to be a healthy position in physical gold and silver. Those who are familiar with the pre- cious metals markets agree that for the investor with an eye on the long term, there is no bad time to acquire gold. No, we’re not talking about paper gold, leveraged gold stocks or ETFs. 74 CSQ.com CSUITEQUARTERLY Summer 2012
  • 4. Back by popular demand -- authentic, intrinsic, and historical gold coins are becoming a solid foundation for many. This unique commodity has a place as, the “safe-haven” asset, in “With zero counter-party every portfolio. In this crazy world in which we live, controlling the risk, gold has never outcome of your investments is becoming a major challenge; been worth zero, and is physical gold is an essential tool to secure your wealth from looming economic uncertainties. With the U.S. Dollar under considered to be the most pressure and our National Debt growing at a staggering rate, participating in a small portion in the yellow metal can offset liquid asset in existence.” other losses in paper investments. Additionally, gold can improve your hedge against market volatility, and offer plenty a savvy, sophisticated investor, to recognize the value and of up-side growth potential. Historically, the function of gold beauty of precious metals. One might ask, “How do you primarily hedges the fear of inflation, political instability and acquire precious metals?” Your options include, but are not mounting financial debt creating economic stress. In today’s limited to; rolling over an IRA (Traditional, SEP or Roth), or market, with challenges in the banking system, the excess a 401(k) – penalty free. Another popular method is taking printing of stimulus dollars, and the extreme unemployment physical possession of the metals as a currency exchange. figures, it only makes sense to rely on a tangible asset that has We understand that times are far different than they once flourished for over 5,000 years as the international “currency were, and unlike printed dollars, gold is minted, pure, and in of choice.” It’s important to note; Emerging Countries, finite supply. Raw gold mining production quantities have Central banks, and millions of Americans are acquiring gold decreased year after year for the last decade. To put it into in record numbers today. perspective, all of the gold ever mined…would only fill two Setting it apart from all other asset opportunities, I Olympic size swimming pools! Smart-money Americans have find myself often asking our clients who are unsure of already moved savings into Gold -- have you? where to park their money these days…“Paper is printed, Doug Casey, respected author, publisher and professional Gold is minted…which would you rather have if another investor reminded us all recently, “Anyone who thinks they 2008 Financial Crisis were to strike us again?” With zero have any measure of financial security without owning any counter-party risk, gold has never been worth zero, and is gold – especially in the post-2008 world – is either ignorant, considered to be the most liquid asset in existence. You naïve, foolish, or all three.” The time to own Precious don’t need to have an advanced degree in economics or be Metals is now.  Building REPUTATIONS. ExceedingEXPECTATIONS. Tell your story and get your message out. Talk with us about what opportunities lie ahead and how CRUSH PR public relations can benefit you, your business and Marketing Communications your company. info@crush-pr.com www.crush-pr.com