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June 2019

June 13 Chapter Luncheon – Long Term Care Panel – Hot Topics

June 13 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Details Coming Soon Topic/Speaker TBD   Join Us on Wednesday, June 13, 2019 at 11:30a.m. at The Capital Club   Schedule: Registration and Networking - 11:30a.m. Program - 12:00p.m. - 1:30p.m.   The Capital Club 50 West San Fernando Street, San Jose   Parking Valet parking available at lower level of Parking Garage.   Society FSP Members: $35 Non-Members: $50   Email Reservation to: nlwlaw@gmail.com

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June 18@ 9:00 – 10:00 a.m. – Income Planning for the Business Owner and Employees

June 18 @ 9:00 am - 10:00 am

Program Overview Over 21,000 business owners have frozen their defined-benefit pension plain in the United States, affecting over 23 million American workers.  Worse yet, most small-business owners don't feel they have saved enough for their own retirement.  Some entrepreneurs plan to use the value of their business to fund their income for the rest of their life.  There are risks for both the employee and the employer when it comes to retirement income planning.  The ability to control income and…

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June 25 @ 9:00 – 10:00a.m. – The Power of Cash Flow Planning

June 25 @ 9:00 am - 10:00 am

Program Overview Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals.  It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey.  They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way.   Attendees will learn: The importance of cash flow planning…

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July 2019

Estate Planning Opportunities in the New Tax Landscape

July 10 @ 11:00 am - 12:00 pm

This webinar is co-sponsored by the Society of FSP and Women in Insurance and Financial Services Details and Registration coming soon.

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Understanding Business Protection Needs

July 16 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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August 2019

Cryptocurrency in Charitable Planning

August 20 @ 9:00 am - 10:00 am

Sponsored by the American Cancer Society Details and Registration coming soon.

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September 2019

Webinar TBD

September 17 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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Webinar TBD

September 25 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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October 2019

Webinar TBD

October 1 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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FSP-Sponsored Long-Term DI Plan

October 8 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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