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July 2019

July 24th @ 9:00 – 10:00a.m. – Fight Back Against the Hack: Cybersecurity Insurance for FSP Members

July 24 @ 9:00 am - 10:00 am

Program Overview Cyberattacks and data breaches are on the rise, and the financial services industry ranks among the top five targets for cyber criminals.  It's not just a concern for the large corporations you see on the news; financial services companies of all sizes are the targets of hackers from all over the world.  Even a data breach - which can be as simple as an employee error, system glitch, or even a lost or stolen laptop or phone with…

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August 2019

August 20th @ 9:00 – 10:00a.m. – Bit by Bit – Understanding the Planning/Fiduciary Administration Aspects of Cryptocurrency

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

This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society. Program Overview The introduction of blockchain technologies - such as cryptocurrencies, like Bitcoin - has left trustees and other fiduciaries increasingly responsible for managing estates that contain investments in a growing asset class that challenges conventional notions of a prudently managed investment portfolio.  This program will explore what these new technologies are and what they demand of fiduciaries, and it offers guidance on how…

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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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Planning for Blended Families

October 22 @ 9:00 am - 10:00 am

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

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November 2019

Webinar TBD

November 19 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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December 2019

Webinar TBD

December 3 @ 9:00 am - 10:00 am
CA United States

Details and Registration coming soon.

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Planning the Disposition and Management of Closely Held Businesses

December 11 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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