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

The Secondary Market for Life Insurance (Chapter Hosted Webinar)
Program Overview This course examines the trends that are driving the life settlement market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss life settlements for term … Continue reading →
Making the Most of your Client’s Philanthropy: Advanced Charitable Planning (Chapter Hosted Webinar)
Program Overview Hear valuable information on giving vehicles, tax-savings opportunities and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis … Continue reading →
The New Tax Act: Why Clients Need to Review Their Estate Plan Today
Program Overview With the Tax Cuts and Jobs Act of 2017 (PL 115-97) now in effect, estate tax planning has become more complicated. Some parts of the tax code related to estate planning have remained the same, but others have … Continue reading →
Estate Planning for Twenty-First Century Families (Chapter Hosted Webinar)
Program Overview Traditional estate and financial planning strategies no longer apply to today’s “modern” families. This presentation will review how the definition of “family” has evolved over the decades and the planning strategies unique to blended families, same-sex married couples, … Continue reading →
Retirement Income: Which Account, When? (Chapter Hosted Webinar)
Program Overview A variety of research exists on when to harvest from different accounts to create a more tax-efficient retirement income stream. Unfortunately, the research doesn’t seem to agree. Some demonstrates the value of using nonqualified money early in retirement while other research … 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