FSP Silicon Valley – Silicon Valley

Welcome!

Silicon Valley Chapter
Building Relationships and Expertise across Financial Services
Chapter
Luncheons/Dinners
Chapter Hosted Webinars
Our April 2019
Luncheon
President's Award
Speed Networking

Events

June 18 @ 9:00 – 10:00 a.m. – Income Planning for the Business Owner and Employees
Program Overview Over 21,000 business owners have frozen their defined-benefit pension plain 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 … Continue reading →
June 25 @ 9:00 – 10:00a.m. – 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 … Continue reading →
July 10 @ 9:00 – 10:00a.m. – Five Sustainable Estate Planning Strategies
Co-sponsored by Society of Financial Service Professionals and Women in Insurance and Financial Services Program Overview Tax Law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax presentation, the tax law … Continue reading →
July 16 @ 9:00 – 10:00a.m. – 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 … Continue reading →
Overview of FSP-Sponsored Cyber Insurance Plan
Details and Registration Coming Soon

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Welcome! Silicon Valley Chapter

Building Relationships and Expertise across Financial Services

ChapterLuncheons/Dinners

Chapter Hosted Webinars

Our April 2019Luncheon

President's Award

Speed Networking

Welcome!

Silicon Valley Chapter

Chapter
Luncheons/Dinners

Our April 2019
Luncheon