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

Learn How the New “Rule of 30” May Replace the “Bengen 4%” Withdrawal Rule
Program Overview Boost Retirement Income with Home Equity Few advisors have developed a standard method for including housing wealth in retirement income planning. In a groundbreaking study published in the October, 2017 Journal of Financial Planning, Barry Sacks, PhD, JD, Peter Neuwirth, FSA … Continue reading →
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.

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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