FSP Silicon Valley – Silicon Valley

Events

Harvesting Patterns for Tax-Efficient Retirement
Program Overview Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Advisors can help their clients for the key variables of life expectancy, tax efficiency, and … Continue reading →
Gender Balance = Exponential Growth: How to Attract , Retain, and Engage More Female Clients
Program Overview Women are quickly becoming the most lucrative market for financial advisors; they control more wealth, are sharing the decision-making process, and are becoming less tolerant of old-school methods of prospecting, selling, and closing. As our environment becomes more … Continue reading →
TBD (Chapter Luncheon)
Details Coming Soon Topic/Speaker TBD
Webinar TBD
Details and Registration Coming Soon
Unwinding Life Insurance Trusts (And the Policies Within)
Sponsored by the American Cancer Society Program Overview As recently as 1997, the lifetime exemption from estate taxes was just $600,000 per spouse, with a top tax rate of 55 percent. For couples owning estates in excess of $1.2 million, … Continue reading →