3-part Lunch-and-Learn Series. Short. Smart. Society of FSP. Join Chapter members and guests for Part II of our three-part Lunch-and-Learn series that will provide innovative planning ideas for your clients to take advantage of today's historically low interest rates. This session will focus on insurance - from product innovation and availability to opportunities in wealth transfer and legacy planning to life insurance as an asset class. The final session in May will focus on income generation.   Panel of Experts…

Threading the Investment Needle: Low and Rising Interest Rates Join Chapter members and guests for Part III of our three-part Lunch-and-Learn series. It’s no secret that generating income in today’s low interest rate environment is not easy and often involves pushing clients into riskier assets that they might not be comfortable with. To make things worse traditional fixed income investments, normally the ballast of a diversified portfolio providing principal protection and the primary source of portfolio income, are vulnerable to…

REGISTER BY JUNE 1 to have wines shipped to your home or office in time for the tasting. Wine Down with The Wine Coach! It's hard to believe we have to hold our second Annual Meeting in a virtual format. In addition to conducting our election of officers and directors and other Chapter business, we have organized a special treat for members. We thank you for supporting the Chapter as we have shifted to virtual programming that has been informative…

Cryptocurrency - the Next Disruptor in Financial and Tax Annual Fall Meeting Cryptocurrency has become a $2 trillion asset class - another "disruptor" segment that may forever change investment and tax planning. Advisors, accountants and estate attorneys to learn the latest to quickly adapt. If your clients aren’t asking you about it or informing you of their personal holdings, then they likely will be soon. Be prepared to have an informed discussion with your clients with this one-hour seminar. Offering one hour of…

Learn more on proposed tax law changes and year-end planning implications for your clients. Join the CohnReznick tax professionals as they provide an update on federal and state taxation philosophies and proactive perspectives on planning strategies. Topics to be discussed include: • Recap on effects of recent federal and state tax rulings • Key takeaways from state remote working environments and rulings • Implications of infrastructure spending • Specialized tax highlights - Estate planning, Corporate/Individual Tax changes, and other topics…

Energize your day, your week and your outlook on work with a one-hour virtual coffee-meet up Register by March 1 to have morning treats delivered to your door. Sip and nibble as you enjoy a motivating discussion with Nettie Owens.