Loading Events

Upcoming Events › Chapter Hosted Webinars

Events Search and Views Navigation

Find Events

Event Views Navigation

Events Search

October 2018

FSP-Sponsored Long-Term DI Plan: Review of Members-Only Program and Benefits (Chapter Hosted Webinar)

October 3 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Program Overview The FSP-sponsored long-term disability benefits program has been available exclusively to members since April 2014.  An open enrollment period will be available to members to enroll in this valuable benefit on a guaranteed issue basis starting Monday, October 1, 2018.  Members will have the opportunity to enroll for up to $12,000 of monthly disability benefits.  This webinar will cover all of the benefits of this plan and explain how to enroll for coverage, and will include a Q&A…

Find out more »

IRAs, RMDs, QCDs, and CRTs: USing Your IRA for Charitable Giving (Chapter Hosted Webinar)

October 16 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

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 1/2 and is forced to take required minimum distributions, even if s/he doesn't need it for retirement income purposes.  The speakers will discuss IRA distributions and the RMD rules, and how qualified charitable distributions and CRTs can be used to…

Find out more »

Life Insurance as an Alternate Asset (Chapter Hosted Webinar)

October 24 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

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 core asset in their portfolio.  This webinar explores the unique attributes of multiparty life insurance ownership arrangements in business and estate planning today, with a particular focus legacy planning issues and opportunities.   Attendees will learn: How life insurance assets…

Find out more »

December 2018

TBD (Chapter Hosted Webinar)

December 4 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

February 2019

TBD (Chapter Hosted Webinar)

February 20, 2019 @ 10:00 am - 11:30 pm
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration Coming Soon

Find out more »
+ Export Events