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October 2021

Tuesday, October 19, 2021 – Using Life Insurance to Maximize Social Security (Webinar)

October 19, 2021 @ 9:00 am - 10:00 am
Online Webinar

This webinar will discuss using life insurance to get the most out of Social Security.

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January 2022

FSP Fresno Social Mixer

January 27 @ 4:00 pm - 6:00 pm
The Point Patio Bar & Bistro, 2940 East Nees Avenue, ##107, ##107
Fresno, CA 93720 United States
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Free

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…

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March 2022

Wednesday, March 2 – Managing the Illusion within the Illustration (Prestige Webinar)

March 2 @ 9:00 am - 10:00 am
Online Webinar

This webinar will address how to effectively manage life insurance policies and client expectations.

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Kids Day 2022

March 8 @ 7:00 am - 9:00 am
Plan Financial Inc, 9 River Park Place East
Fresno, CA 93720 United States
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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 πŸ˜€ ! This year, we have a dedicated link FSp members can use to donate this great cause. Please click here to donate.

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Thursday, March 10 – Effective Ways to Remain Top of Mind with Clients (Webinar)

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

This webinar will discuss effective ways to deepen relationships and remain top of mind with clients.

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Wednesday, March 23: Housing Wealth vs Assets under Management: Why You Should Be Looking at HECMs and Reverse Mortgages (Webinar)

March 23 @ 9:00 am - 10:00 am
Online Webinar

This webinar will discuss utilizing housing wealth to preserve your client's assets under management and improve their financial well-being.

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April 2022

Monday, April 4: Tax and Life Insurance Planning Update (Webinar)

April 4 @ 9:00 am - 10:00 am
Online 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.

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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)

June 21 @ 9:00 am - 10:00 am
Online Webinar

This webinar will discuss utilizing housing wealth in helping clients defer Social Security or to "rightsize" to a new home, and much more.

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Summer Mixer at the Grizzlies

June 23 @ 6:50 pm - 9:50 pm
Chukchansi Park, 1800 Tulare Stree
Fresno, CA 93721 United States
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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…

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Tuesday, June 28 – Rewirement: Rewiring the Way You Think about Retirement (Online Webinar)

June 28 @ 9:00 am - 10:00 am
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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