FSP Silicon Valley – Silicon Valley

Events

June 13 Chapter Luncheon – Long Term Care Panel – Hot Topics
Details Coming Soon Topic/Speaker TBD Join Us on Wednesday, June 13, 2019 at 11:30a.m. at The Capital Club Schedule: Registration and Networking – 11:30a.m. Program – 12:00p.m. – 1:30p.m. The Capital Club 50 West San Fernando Street, … Continue reading →
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 →
Estate Planning Opportunities in the New Tax Landscape
This webinar is co-sponsored by the Society of FSP and Women in Insurance and Financial Services Details and Registration coming soon.
Understanding Business Protection Needs
Details and Registration Coming Soon