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November 2017
ProPuzzle/VTC: Educating Clients in the Management of Student Loan Debt
Event Description: We will be hosting this VTC in a different format. We are unable to host the live version and will host a recorded version. This will allow us to pause, if needed, to address questions or start a dialogue for topics raised during the VTC. Similar to our ProPuzzles, light refreshments will be provided. Guests are encouraged to attend! Unfortunatley CE credit will not be available. Topic Summary: Financial advisors can fulfill a valuable role by giving their…
Find out more »January 2018
ProPuzzle: Case Study – “A Client Through the Years”
A case study in financial planning, estate planning, and tax planning strategies for a client through the years with a look at incapacity, elder abuse and conservatorship late in life. Thank you to Ryan Janisse from Gilmore Magness Janisse for hosting!
Find out more »March 2018
Fresno FSP ProPuzzle: Cybersecurity for the Financial Advisor
The threat of cybercrime is very real, regardless of the size of your company. Anyone with an online presence is at risk. How do you protect your clients’ data and decrease your chances of being victimized? As is often the case, knowledge is power. Experts Steven Ryder and Matthew Meade will: teach you how to assess your vulnerability familiarize you with common attack methods explain your legal and regulatory responsibilities show you practical, affordable techniques to protect your network This…
Find out more »May 2018
Annual Breakfast Meeting
Please join us for our annual end of year breakfast on Thursday, May 10th at Fort Washington Country Club. We will be highlighting chapter successes, outlining next year's goals and providing updates from Nation. In addition, we are thrilled to annouce that Mr. Rob Wellendorf, National Board Member of FSP and member of the Omaha Chapter of FSP will be joining us as our special guest and speaker. Hope to see you there, guests are welcome! Topic: Transition of Closely-Held…
Find out more »July 2018
July 11- Understanding The Impact of Tax Reform on Business
PROGRAM OVERVIEW The full impact of the Tax Cuts and Jobs Act of 2017 is just beginning to unfold. Learn how the tax cuts are affecting business planning and protection, as well as executive benefits, in both the for-profit and nonprofit sectors. This webinar will also explain the basics of Section 199A and its impact on pass-through business owners, as well as the effects of other business tax cuts. ATTENDEES WILL LEARN: How to identify opportunities for business owner clients…
Find out more »September 2018
FSP Kick-Off Breakfast: Hacked! Ways to Protect Yourself in the Digital Age
Please join us for a unique opportunity to listen and converse with a "professional/ethical hacker." Topics to be discussed include, WiFi vulnerabilty, examples of email scams, cell phone security, along with an open forum where Eric can answer your questions that pertain to your business and clients. Eric Escobar is a seasoned Cyber Security Principal Consultant. On a daily basis he penetrates Fortune 500 companies' networks to test their levels of security. He has successfully compromised companies from all sectors of business including: Healthcare, Pharmaceutical, Banking, Finance,…
Find out more »October 2018
ProPuzzle: Case Study Covering Tax, Insurance, Retirement & Estate Planning
The case tells the story of a business owner, Harry Golucki, who is seeking to phase out of his business while maintaining his lifestyle. This program will address an important topic of great interest to advisors from all disciplines-serving clients with closely held of family businesses, including succession planning, retirement planning, and estate planning. The content and the format will combine to increase your technical knowledge and your practice management skills. Meeting Details: Please note the time of this ProPuzzle.…
Find out more »November 2018
CPA Appreciation Day
Please join us as we show gratitude and appreciation to CPA's. CPA's play an integral part in client relationships and FSP Fresno would like to show our appreciation. Please join us for appetziers, beverages, and good company at The Elbow Room. We will be raffling books for our CPA guests; CPA's please bring a business card for the raffle. Current members are encouraged to extend this invitation to CPA's they work with! Please RSVP/Register for this event by clicking here.…
Find out more »Video Presentation (VTC): Case Studies on Longevity and Other Key Risk Factors
Retirement planning has always been a complex process, requiring customized strategies addressing the goals of each individual client. The passing of the Tax Cuts and Jobs Act of 2017 made the process even more complex, requiring advisors to rethink existing plans and bear in mind new considerations when planning future moves. Increasing a client’s chances of a successful retirement requires strategies based on the latest information, including a keen understanding of the impact of the most sweeping changes to the tax…
Find out more »January 2019
FSP Fresno ProTalk: ESOP – Transferring a Business to its employees or family
The speaker will provide an understandable explanation of the realistic use to achieve the transfer of a successful business to the owner’s employees and family. The very favorable tax consequences are explained with an analysis of the key factors which indicate whether the use of an ESOP vehicle is practical. The ESOP is the only way a business can be acquired with all tax deductible dollars and potentially tax free dollars to the Seller. Speaker's Bio James S. Aussem,…
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