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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


Calendar of Events

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Date Event Title Event Type
May 15–
May 16, 2013
A New Tax Code for a New Generation Video Teleconference
  Speaker(s): Lynne F. Stebbins, JD, AEP, CLU, ChFC (Mod); Terence Stanaland, JD, CPA, ChFC Audrey Young, JD,LLM  
  Summary: Planning issues in the new fiscal environment.  
Feb 20–
Feb 21, 2013
Health Care: The Times They Are A-Changin' Video Teleconference
  Speaker(s): Gayle C. Holcom CLU,ChFC (Moderator), Gerald Frye CLU,ChFC,RHU,REBC,CASL, Arthur Tacchino JD  
  Summary: A discussion of how health care will change in 2013 and beyond and what advisors will need to talk to clients about.  
  Section(s): Estate Planning
Financial Planning
Retirement Counseling
Business & Compensation Planning
 
Nov 14–
Nov 15, 2012
Uniform Prudent Investor Act & Trust-Owned Life Ins. Video Teleconference
  Speaker(s): Mod: G. Flotron; Panelists: L. Brody, R. Schwartz, R. Weber, E. Whitelaw  
  Summary: UPIA fiduciary duties as they apply to assets, investments, and Trust-Owned Life Insurance  
May 16–
May 17, 2012
Retirement: Your Client’s Last Chance to Get It Right Video Teleconference
  Speaker(s): Moderator: Ben Baldwin, Jr.; Micki Hoesly; Marc Silverman; Joseph E. Biloon  
  Summary: How to structure a retirement strategy that meets baby boomers’ income and life style needs in retirement.  
  Section(s): Retirement Counseling
 
Feb 15–
Feb 16, 2012
Why and How to Separate Your Wealth From Your Business Video Teleconference
  Speaker(s): Lynne Stebbins, JD, AEP, CLU, ChFC, Donald Jansen, JD, LLM, Terence Stanaland, JD, ChFC, CPA  
  Summary: Why and how to create a retirement that is economically independent of a business.  
Nov 16–
Nov 17, 2011
Captive Insurance Companies Video Teleconference
  Speaker(s): J Capasso, R Eaddy, D Henderson, MJ Lopez; Mod: R Weber  
  Summary: The advantages of a captive insurance company for small and mid-sized businesses.  
Aug 16–
Aug 17, 2011
Managing Assets Earmarked for Retirement Video Teleconference
  Summary: Distinguished panel discusses unique management opportunities for hundreds of billions of dollars earmarked for retirement.  
7 Events Returned
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