FSP Silicon Valley – Silicon Valley

Welcome!

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

Events

Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business (Chapter Dinner)
Special Note: This will be a joint dinner meeting with our Silicon Valley FSP Chapter and Santa Clara County Estate Planning Council. Program Overview This presentation is an examination of the most effective methods for realizing value from a senior … Continue reading →
Building a Storybrand
Program Overview When it comes to talking about their businesses, many people are so close to their products or services, they don’t know where to start. The presenter will explain how financial professionals can clarify their message to generate leads, … Continue reading →
Preparing for the New Frontier in Trusts and Estates: Blockchain and Cryptocurrency
Program Overview The increasing importance of blockchain, the technology behind cryptocurrencies, and its impact on commercial enterprises should draw the attention of financial advisors, as well as their clients. It’s imperative for advisors to understand what blockchain is, how it … Continue reading →
Emerging Trends and Changing Laws in Taxation and their Impact on Tax and Estate Planning
This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society Program Overview This program discusses evolving trends and changing laws in tax and estate planning. The focus is on the practical ramifications of … Continue reading →
Webinar TBD
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

Welcome!

Silicon Valley Chapter

Chapter
Luncheons/Dinners