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November 2018

Wednesday, November 14, 2018 – Professionals Day

November 14, 2018 @ 8:00 am - 5:00 pm
Empower Brokerage, 512 Silicon Dr.
Southlake, TX 76092 United States
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Information Coming Soon!

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December 2018

Wednesday, December 5, 2018 – Break / Lunch

December 5, 2018 @ 8:00 am - 1:30 pm
Petroleum Club of Fort Worth, 777 Main St #4000
Fort Worth, TX 76102 United States
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Presenter: Dick Weber Information Coming Soon!

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Thursday, December 13, 2018 – Happy Hour

December 13, 2018 @ 5:30 pm - 7:00 pm

Topic: Joint Networking Location: TBD

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January 2019

Tuesday, January 8 – An Overview of Nonqualified Deferred-Compensation Plans (Online webinar)

January 8, 2019 @ 11:00 am - 12:00 pm
Online Webinar

The webinar will help advisors offer guidance to their clients that will maximize the benefits derived from deferred-compensation plans.

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Tuesday, January 15 – Highlights of the NEW FSP Members-Only Discounted LTC Insurance Program (Online Webinar)

January 15, 2019 @ 11:00 am - 12:00 pm
Online Webinar

Overview and highlights of the FSP members-only LTC insurance plan.

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August 2019

LEVEL UP – Thursday, August 22

August 22, 2019 @ 7:30 am - 11:00 am
The Clubs of Prestonwood – The Creek Clubhouse, 15909 Preston Road
Dallas, TX 75248 United States
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NAIFA’s Advanced Practice Center, in collaboration with FSP, presents a fascinating case study dealing with all the issues a business owner faces throughout their career from start up into retirement.

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September 2019

Wednesday, September 25 – Tax Advantaged Strategies for Business Owners

September 25, 2019 @ 7:30 am - 9:00 am
Petroleum Club of Fort Worth, 777 Main St #4000
Fort Worth, TX 76102 United States
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Presentation Highlights: New/Recent Tax Law Changes Tax Deductible Qualified Plan Contributions to Benefit Owners Tax Savings solutions for Qualified Plan Distributions

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May 2020

Tuesday, May 12 – Creative Distribution and Gifting Solutions for Charitable Planning after the SECURE Act (Webinar)

May 12, 2020 @ 11:00 am - 12:00 pm
Online Webinar

This webinar will address distribution and gifting solutions for charitable planning with the passing of the SECURE Act.

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Wednesday, May 20 – Retirement Income Planning: Utilizing Housing Wealth to Strengthen Client’s Retirement Portfolio (Webinar)

May 20, 2020 @ 2:00 pm - 3:00 pm
Online Webinar

This webinar will discuss incorporating housing wealth into a retirement plan.

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June 2020

Tuesday, June 16 – A New Strategy in Retirement Planning: The In-Marriage QDRO®

June 16, 2020 @ 11:00 am - 12:00 pm
Online Webinar

This webinar will cover how to utilize an in-marriage QDRO to help married couples gain unrestricted, unpenalized access to their retirement benefits.

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