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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
Event Details
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