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

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 →
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 →
TBD (Chapter Hosted Webinar)
Details and Registration coming soon

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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