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

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 →
Estate Planning for Special Needs Families
Program Overview As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients. Please join attorney Ellen Cookman … Continue reading →
Successful Retirement Planning after Tax Reform: Case Studies on Longevity & Other Key Factors (Video Teleconference)
Program Overview From now through 2030, more than 10,000 Americans will retire each day, turning to their advisors for help navigating the journey. Retirement planning was already a complex process that was made more complicated by the passage of the … Continue reading →
Trends that set the Course in 2019 (Chapter Hosted Webinar)
Details and Registration coming soon
What is Best; Traditional C Corporation, an S Election, or an LLC Taxed as a Partnership (Chapter Luncheon)
Program Overview This presentation has been updated to reflect the considerations from the 2017 Tax Act. The focus is on a practical/useful explanation of the factors/considerations a financial advisor needs to know in order to assist their clients in implementation of … Continue reading →

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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