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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


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Date Event Title Event Type
Apr 23, 2014 Helping Irrational Clients Make Rational Decisions Audio/Web Conference
  Speaker(s): Harold Evensky, CFP, AIF  
  Summary: Cognitive factors that affect financial decision making.  
May 21, 2014 Estate Planning for the Modern Family Video Teleconference
  Summary: Case Studies in Life Experiences
Planning strategies for non-traditional marriage unions.
 
Jun 10, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Planning Strategies for Non-Traditional Unions
Co-sponsored by the American Cancer Society. Details coming soon.
 
Jun 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Benefits of using intra-family loans in current economic environment
Sponsored by Guardian
 
Jun 25, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Policy Valuation
Sponsored by Coventry. Details coming soon.
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Fully Insured Qualified Plans. Details coming soon.
Sponsored by Guardian
 
7 Events Returned
Event Details

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