Thursday, March 10 – Effective Ways to Remain Top of Mind with Clients (Webinar)
Online WebinarThis webinar will discuss effective ways to deepen relationships and remain top of mind with clients.
Wednesday, March 23: Housing Wealth vs Assets under Management: Why You Should Be Looking at HECMs and Reverse Mortgages (Webinar)
Online WebinarThis webinar will discuss utilizing housing wealth to preserve your client's assets under management and improve their financial well-being.
Monday, April 4: Tax and Life Insurance Planning Update (Webinar)
Online WebinarThis webinar will be an update on tax and life insurance planning including a discussion on major developments in the past year and how to plan for the changing environment.
Tuesday, June 21 – Are You and Your Clients Adapting to Change from Year to Year? Utilizing Housing Wealth in Retirement Planning Can Help in Adapting (Webinar)
Online WebinarThis webinar will discuss utilizing housing wealth in helping clients defer Social Security or to "rightsize" to a new home, and much more.
Summer Mixer at the Grizzlies
Chukchansi Park 1800 Tulare Stree, Fresno, CAFSP Fresno is excited to host an evening at the ballpark in the Legend's Suite! Stay cool indoors while enjoying the game, a cold beer, and delicious gameday fare. This is a causal summer mixer so come relax in your … Continue reading
Tuesday, June 28 – Rewirement: Rewiring the Way You Think about Retirement (Online Webinar)
Online WebinarThis webinar will discuss behavioral finance issues including understanding how people make decisions, reviewing best practices for retirement income planning strategies, and determining the approach that fits clients' goals and behaviors.
Thursday, July 7 – Creating a Better Student Loan Experience: In-School and Refinancing Options for Your Clients. (Online Webinar)
Online WebinarThis webinar will discuss the student lending process, including both in-school and refinancing options for your clients.
Wednesday, July 13 – The Family LLC – An Alternative for Clients Concerned about Potential Future Grantor Trust Legis. (Online Webinar)
Online WebinarThis webinar will discuss the dynamics of the Family LLC (FLLC), including how this strategy helps reduce transfer taxes to the next generation and special considerations when creating an FLLC.
Tuesday, July 26 – Charitable Giving with Noncharitable Trusts (Online Webinar)
Online WebinarThis webinar will address charitable giving with existing noncharitable irrevocable trusts as well as designing new trusts with flexibility.
Tuesday, October 18 – Estate Planning for LGBTQ+ Individuals and Couples (Webinar)
Online WebinarThis webinar will cover estate planning issues for LGBTQ+ individuals and couples.