FSP Silicon Valley – Silicon Valley

Welcome!

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

Events

Retirement Planning in a Riskier World: A Case Study to Longevity Planning (Chapter Hosted Webinar)
Program Overview: New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. … Continue reading →
FSP-Sponsored Long-Term DI Plan: Review of Members-Only Program and Benefits (Chapter Hosted Webinar)
Program Overview The FSP-sponsored long-term disability benefits program has been available exclusively to members since April 2014. An open enrollment period will be available to members to enroll in this valuable benefit on a guaranteed issue basis starting Monday, October … Continue reading →
IRAs, RMDs, QCDs, and CRTs: USing Your IRA for Charitable Giving (Chapter Hosted Webinar)
This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society Program Overview This webinar will address how IRAs can be used for charitable giving purposes, particularly when the taxpayer has reached age 70 … Continue reading →
Life Insurance as an Alternate Asset (Chapter Hosted Webinar)
Program Overview Life insurance is gaining wide acceptance as an alternative asset in the accumulation portfolio because of the potential returns and low market correlation. As people approach the distribution phase in their lives, life insurance can evolve into a … Continue reading →
Special Needs Trust (Chapter Luncheon)
Details Coming Soon Speaker (Tentative) Ellen Cookman, Esq.

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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