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October 2021
Tuesday, October 19, 2021 – Using Life Insurance to Maximize Social Security (Webinar)
This webinar will discuss using life insurance to get the most out of Social Security.
Find out more »January 2022
FSP Fresno Social Mixer
FSP Fresno Mixer FSP Fresno Mixer The FSP Fresno Chapter would like to invite its members to a social mixer. Come enjoy appetizers and drinks; we’re hoping to get back to what makes our chapter so special, our members. There will be a brief update on FSP from a national level and this will be a great time to catch up and learn from your peers how they managed the last year in these unprecedented times. This event is free…
Find out more »March 2022
Wednesday, March 2 – Managing the Illusion within the Illustration (Prestige Webinar)
This webinar will address how to effectively manage life insurance policies and client expectations.
Find out more »Kids Day 2022
Kids Day is still proceeding as a virtual event but we're adding a twist. Stop by and enjoy coffee and pastries and feel encouraged to donate to Kids Day. What a great way to start your day 😀 ! This year, we have a dedicated link FSp members can use to donate this great cause. Please click here to donate.
Find out more »Thursday, March 10 – Effective Ways to Remain Top of Mind with Clients (Webinar)
This webinar will discuss effective ways to deepen relationships and remain top of mind with clients.
Find out more »Wednesday, March 23: Housing Wealth vs Assets under Management: Why You Should Be Looking at HECMs and Reverse Mortgages (Webinar)
This webinar will discuss utilizing housing wealth to preserve your client's assets under management and improve their financial well-being.
Find out more »April 2022
Monday, April 4: Tax and Life Insurance Planning Update (Webinar)
This 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.
Find out more »June 2022
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)
This webinar will discuss utilizing housing wealth in helping clients defer Social Security or to "rightsize" to a new home, and much more.
Find out more »Summer Mixer at the Grizzlies
FSP 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 favorite tee and baseball cap. This event is open to members and prospective members. Space is limited, please register early to reserve your ticket. Tickets: $35 per person and includes food and beverages. Purchase tickets here. $15 of every ticket…
Find out more »Tuesday, June 28 – Rewirement: Rewiring the Way You Think about Retirement (Online Webinar)
This 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.
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