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November 2018
Video Presentation (VTC): Case Studies on Longevity and Other Key Risk Factors
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…
Find out more »January 2019
FSP Fresno ProTalk: ESOP – Transferring a Business to its employees or family
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,…
Find out more »February 2019
FSP Fresno: Healthcare, Taxes, & Single Payer Health
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…
Find out more »March 2019
FSP Fresno Kids Day Support
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!
Find out more »April 2019
Tuesday, April 9, 2019 – Gender Balance = Exponential Growth: How to Attract, Retain, and Engage More Female Clients (online webinar)
The webinar will discuss strategies and tools to attract and retain female clients.
Find out more »FSP Fresno: Blockchain and Cryptocurrency in Estates and Trusts
This presentation is a "self-view" event. You may "attend" by accessing the materials using the links below. We encourage you to watch with a guest or fellow member. For you convenience, you may watch the presentation at a time of your choosing. PDF Presentation Slides Video (please be patient as the file size is large) This program will provide an overview of blockchain technology and cryptocurrencies, including a review of strategies advisors should know for addressing the impact of…
Find out more »June 2019
Income Planning for the Small-Business Owner and Employees
Program Overview Over 21,000 business owners have frozen their defined-benefit pension plan in the United States, affecting over 23 million American workers. Worse yet, most small-business owners don’t feel they have saved enough for their own retirement. Some entrepreneurs plan to use the value of their business to fund their income for the rest of their life. There are risks for both the employee and employer when it comes to retirement income planning. The ability to control income and taxation…
Find out more »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…
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