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June 2019
The Power of Cash Flow Planning
Program Overview: Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals. It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey. They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way. Attendees will learn: The importance of cash flow planning to…
Find out more »July 2019
Five Sustainable Estate Planning Strategies
Program Overview: Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored. Attendees will learn: The practical impact of the Tax Cuts and Jobs Act on clients’ estate plans. Why irrevocable life insurance trusts (ILITs) are still a viable planning tool and what to say…
Find out more »Understanding Business Protection Needs
Program Overview: Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, and what the best practices are for implementation. Attendees will learn: Four stages of a business life cycle and the business protection needs in each…
Find out more »September 2019
FSP Fresno 2019 Kick-Off Breakfast
Please join us in kicking off another great year for the Fresno Chapter. We are excited to have a favorite of ours, Dr. Antonio Avalos, spend the morning with us as our featured speaker. Dr. Avalos will discuss current economic and financial policies and events that shape our global economy and provide opportunity for an engaging interaction for our members and guests, so come prepared with questions. Topics of discussion include: Federal rate policy Tariffs GDP growth and monetary policy…
Find out more »November 2019
Professionals Mixer with Headshots
Grab a drink and say cheese! Join the FSP Fresno chapter and connect with local professionals while taking advantage of updating your look with a brand new headshot! A local professional photographer will be on-site complete with studio lighting and backdrop. Tickets includes: drink tickets appetizers a digital headshot a great opportunity to network Please RSVP by November 8th. If you have any question, please email office@sfspfresno.org. Thank you and look forward to seeing you there. We're thankful for our…
Find out more »January 2020
February 2020
FSP Fresno ProTalk: Considerations When Selling a Business
Please join us as we discuss selling a business. Whether a business recevies an offer or puts itself on the market, professionals from Dowling Aaron and Roeser Accountancy Group will be discussing; What are the next steps for the owner after receiving an offer? What does the process look like? How to create a competitive market by being proactive vs. reactive. We are continually grateful for our sponsors who make these events possible.
Find out more »March 2020
FSP Fresno Chapter Kids Day Volunteer
We’re looking for volunteers to help distribute newspapers and collect donations. We’re hoping to sell 200 newspapers! Date: Tuesday, March 10, 20120 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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