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November 2017

ProPuzzle/VTC: Educating Clients in the Management of Student Loan Debt

November 30, 2017 @ 4:00 pm - 6:00 pm
Plan Financial, 9 River Park Place East, Ste. 440
Fresno, CA 93720 US
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Free

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…

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January 2018

ProPuzzle: Case Study – “A Client Through the Years”

January 25 @ 4:00 pm - 5:30 pm
Gilmore Magness Janisse, 7789 N. Ingram Avenue, Ste 105
Fresno, CA 93711 US
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Free

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!

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March 2018

FSP Fresno Kids Day Support

March 6 @ 5:30 am - 8:30 am
Ft Washington Rd & N Friant Rd, Fresno, CA 93720, Ft Washington Rd & N Friant Rd
Fresno, CA 93720 US
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We’re looking for 10 volunteers to help distribute newspapers and collect donations. We’re hoping to sell 200 newspapers! Date: Tuesday, March 6, 2018 Location: Corner of Ft. Washington Rd. & N. Friant Rd. Time: 5:30 am – 8:30 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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Fresno FSP ProPuzzle: Cybersecurity for the Financial Advisor

March 22 @ 4:00 pm - 6:00 pm
Main Floor Conference Room, 9 Riverpark Place East
Fresno, CA 93720 US
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Free

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…

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May 2018

Annual Breakfast Meeting

May 10 @ 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 @ 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 @ 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 @ 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 @ 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 @ 11:00 am - 1:00 pm
New York Life, 205 E. River Park Circle, Suite 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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