FSP Silicon Valley – Silicon Valley

Events

Split Dollar Life Insurance (Chapter Hosted Webinar)
Program Overview Split dollar has long been a valuable planning tool for advisors to assist their business-owner clients retain key employees by providing them with life insurance protection and supplemental retirement income. It also has very attractive applications in the … Continue reading →
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 →
Uses of Life Insurance in Charitable and Estate Planning (Chapter Hosted Webinar)
Program Overview This webinar will focus on the many uses of life insurance in charitable and estate planning. Emphasis will be placed on gifting life insurance to charitable organizations and the use of life insurance in charitable trusts. Additionally, we … Continue reading →
TBD (Chapter Hosted Webinar)
Details and Registration Coming Soon.
TBD (Chapter Hosted Webinar)
Details and Registration Coming Soon.