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May 2018

Annual Breakfast Meeting

May 10, 2018 @ 7:30 am - 9:00 am
Fort Washington Country Club, 10272 N. Millbrook Ave.
Fresno, CA 93730 United States
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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…

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July 2018

July 11- Understanding The Impact of Tax Reform on Business

July 11, 2018 @ 9:00 am - 10:00 am
Online Webinar

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…

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September 2018

FSP Kick-Off Breakfast: Hacked! Ways to Protect Yourself in the Digital Age

September 13, 2018 @ 7:30 am - 9:00 am
Fort Washington Golf & Country Club, 10272 North Millbrook Avenue
Fresno, CA 93730 United States
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Free

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,…

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October 2018

ProPuzzle: Case Study Covering Tax, Insurance, Retirement & Estate Planning

October 25, 2018 @ 7:30 am - 8:30 am
Plan Financial Inc, 9 River Park Place East
Fresno, CA 93720 United States
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Free

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.…

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November 2018

CPA Appreciation Day

November 8, 2018 @ 4:00 pm - 6:00 pm
Elbow Room Bar & Grill, 731 West San Jose Avenue
Fresno, CA 93704 United States
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Free

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.…

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Video Presentation (VTC): Case Studies on Longevity and Other Key Risk Factors

November 29, 2018 @ 11:00 am - 1:00 pm
New York Life, 205 E River Park Cir #250
Fresno, CA 93720 United States
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Free

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…

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January 2019

FSP Fresno ProTalk: ESOP – Transferring a Business to its employees or family

January 29 @ 4:00 pm - 6:00 pm
Dowling Aaron Inc., 8080 N. Palm Ave.
Fresno, CA 93711 United States
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Free

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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February 2019

FSP Fresno: Healthcare, Taxes, & Single Payer Health

February 28 @ 4:00 pm - 5:30 pm
Plan Financial, 9 River Park Place East, Ste. 440
Fresno, CA 93720 United States
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Free

Healthcare and taxes. When the Affordable Healthcare Act (ACA) hit the marketplace, most people were unaware of how much our taxes would be affected (some are disguised). That’s what happens when the government gets in the middle of it or anything! New healthcare taxes are rearing their ugly heads and you need to know about them. Ever heard of Single Payer Healthcare? It will be the biggest shock of all should California make the wrong move. Come and find out…

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March 2019

FSP Fresno Kids Day Support

March 5 @ 5:30 am - 9:00 am
Ft Washington Rd & N Friant Rd, Fresno, CA 93720, Ft Washington Rd & N Friant Rd
Fresno, CA 93720 United States
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Free

We’re looking for 10+ volunteers to help distribute newspapers and collect donations. We’re hoping to sell 200 newspapers! Date: Tuesday, March 5, 2019 Location: Corner of Ft. Washington Rd. & N. Friant Rd. Time: 5:30 am – 9:30 am. (Please come for a little while or stay the whole time!) Enjoy hot coffee and doughnuts! Great opportunity for family volunteering! Friends and family are welcome!

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April 2019

Tuesday, April 9, 2019 – Gender Balance = Exponential Growth: How to Attract, Retain, and Engage More Female Clients (online webinar)

April 9 @ 9:00 am - 10:00 am
Online Webinar

The webinar will discuss strategies and tools to attract and retain female clients.

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