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April 2018

Business Planning after Tax Cuts and Jobs Act (Chapter Hosted Webinar)

April 25 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Program Overview This seminar will focus on the business tax provisions in the Tax Cuts and Jobs Act (TCJA).  Emphasis will be placed on how the lower corporate rates are advantageous to business-owned life insurance.  Also the new "pass-through" rules, among the most complex tax provisions ever devised, will be explained in detail.  The life insurance opportunities afforded by the new tax act will be fully discussed.  Emphasis will be on the new sales opportunities afforded by split-dollar and nonqualified…

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May 2018

Benefiting from Historically Low Interest Rates (Chapter Hosted Webinar)

May 23 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Program Overview This course will demonstrate interest rate arbitrage techniques that take advantage of our current unprecedented economic environment. We will examine and compare straight loan arrangements, loan regime split-dollar arrangements, leveraged executive bonus, and grantor retained annuity trusts. With these techniques, attendees will be able help their clients freeze their estates, use corporate assets for personal planning, and gain overall benefit for their clients’ families.   Attendees will learn: Why this is an excellent time to implement strategies using…

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June 2018

Split Dollar Life Insurance (Chapter Hosted Webinar)

June 12 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration Coming Soon.

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Uses of Life Insurance in Charitable and Estate Planning (Chapter Hosted Webinar)

June 19 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Program Overview This webinar will focus on the many uses of life insurance in charitable and estate planning.  Emphasis will be placed on gifting life insurance to charitable organizations and the use of life insurance in charitable trusts.  Additionally, we will examine the use of life insurance in estate planning, including business successions plans such as buy-sell agreements.  We will also cover the planning considerations of using life insurance and annuities in an estate plan.   Attendees will learn: How…

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TBD (Chapter Hosted Webinar)

June 27 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration Coming Soon.

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July 2018

TBD (Chapter Hosted Webinar)

July 11 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration Coming Soon.

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August 2018

TBD (Chapter Hosted Webinar)

August 15 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration coming soon

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Making the Most of your Client’s Philanthropy: Advanced Charitable Planning (Chapter Hosted Webinar)

August 21 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration Coming Soon.

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September 2018

TBD (Chapter Hosted Webinar)

September 5 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration coming soon

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TBD (Chapter Hosted Webinar)

September 12 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Details and Registration coming soon

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