FSP Silicon Valley – Silicon Valley

Welcome!

Silicon Valley Chapter
Building Relationships and Expertise across Financial Services
Chapter
Luncheons/Dinners
Chapter Hosted Webinars
Our April 2019
Luncheon
President's Award
Speed Networking

Events

September 17th @ 9:00 – 10:00a.m. – Solving the Middle American Retirement Crisis: Best Practices Using Guaranteed Income
Program Overview Americans face a variety of current risks: market uncertainty, political volatility, changing monetary policy, and increasing longevity. Planners face the challenge of navigating through these obstacles to build a successful financial services practice, attract new clients, and remain … Continue reading →
September 25th @ 9:00 – 10:00a.m. – Social Security Planning for 2019 and Beyond
Program Overview Social Security remains highly relevant to middle- and upper-middle-income retirement income plans. With proposed changes in the air, your clients and prospects will have questions top-of-mind. A strong working knowledge of how the system works today, specifically in … Continue reading →
October 1st @ 9:00 – 10:00a.m. – The Next Now®: Setting Your Clients Up for Retirement Success
Program Overview Clients are challenged with a number of financial realities as they approach retirement, and preparation to transition to their Next Now (Retirement) is critical to their success. Even though consumers are defining retirement differently than their parents did, … Continue reading →
FSP-Sponsored Long-Term DI Plan
Details and Registration coming soon.
October 22nd @ 9:00 – 10:00a.m. – There’s No Such Thing as a Blended Family: Effective Estate Planning Solutions for Today’s Challenges
This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society. Program Overview Today’s families take many forms. There are married couples with children from previous marriages who have children together, couples who are not … Continue reading →

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Welcome! Silicon Valley Chapter

Building Relationships and Expertise across Financial Services

ChapterLuncheons/Dinners

Chapter Hosted Webinars

Our April 2019Luncheon

President's Award

Speed Networking

Welcome!

Silicon Valley Chapter

Chapter
Luncheons/Dinners

Our April 2019
Luncheon