FSP Silicon Valley – Silicon Valley

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Silicon Valley Chapter
Building Relationships and Expertise across Financial Services
Chapter
Luncheons
Chapter Hosted Webinars

Events

Business Planning after Tax Cuts and Jobs Act (Chapter Hosted Webinar)
Program Overview This seminar will focus on the business tax provisions in the Tax Cuts and Jobs Act (TCJA). Emphasis will be placed on how the lower corporate rates are advantageous to business-owned life insurance. Also the new “pass-through” rules, … Continue reading →
Helping Clients Successfully Integrate Charitable Giving into Succession Planning (VTC – Live Stream)
Program Overview Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent. Now consider that business owners give at higher levels in comparison to … Continue reading →
Benefiting from Historically Low Interest Rates (Chapter Hosted Webinar)
Program Overview This course will demonstrate interest rate arbitrage techniques that take advantage of our current unprecedented economic environment. We will examine and compare straight loan arrangements, loan regime split-dollar arrangements, leveraged executive bonus, and grantor retained annuity trusts. With … Continue reading →
Split Dollar Life Insurance (Chapter Hosted Webinar)
Details and Registration Coming Soon.
Health Care in Retirement – A Retirement Income Challenge and Opportunity
Program Overview A startling statistic reveals that many couples in retirement today may have to dedicate 40% of their Social Security income to health care costs by age 70 ― up to 76% by age 87.* Health care during one’s … Continue reading →

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Welcome! Silicon Valley Chapter

Building Relationships and Expertise across Financial Services

ChapterLuncheons

Chapter Hosted Webinars

Welcome!

Silicon Valley Chapter

Chapter
Luncheons