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July 2018

Simplicity and Success: A Plethora of Estate Planning Opportunities in the New Tax Landscape

July 18, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview Since the dust has settled on the Tax Cuts and Jobs Act of 2017, clients have turned their attention to adapting their estate plans to take advantage of the new tax landscape. Clients are streamlining documents and looking for tools and techniques that maximize planning opportunities. During this presentation we will review key planning concepts, consider strategies for existing clients, discuss planning opportunities that generate new life insurance sales, and examine a few traps for the unwary!   Attendees…

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August 2018

The Secondary Market for Life Insurance (Chapter Hosted Webinar)

August 15, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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 policies, policy replacement strategies, retained death benefit options (with and without a cash settlement), and life settlements for smaller face policies, along with several examples to illustrate the concepts. In addition, the seminar will discuss factors that determine a policy’s…

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

August 21, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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 on creative uses of private foundations, donor advised funds, charitable remainder trusts, and advanced charitable estate planning techniques. Emphasis will be on simultaneous use of multiple planning techniques in a large transaction context to maximize tax benefits, donor control, and…

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September 2018

Estate Planning for Twenty-First Century Families (Chapter Hosted Webinar)

September 5, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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, and "I Do Not" couples.   Attendees will learn: How the definition of "family" changes the estate planning landscape Estate planning tips for blended families, same-sex married couples, and couples who choose to marry   Featured Speaker: Cynthia Hearing, JD,…

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Retirement Income: Which Account, When? (Chapter Hosted Webinar)

September 12, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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 demonstrates the value of using IRA funds. Most of the research is presented through case studies. Ultimately, these decisions are unique to client circumstances, resources, and risk preferences, making an individualized decision critical. This presentation addresses what to consider in terms of income stability,…

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Retirement Planning in a Riskier World: A Case Study to Longevity Planning (Chapter Hosted Webinar)

September 25, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview: New risks emerge when clients transition from the workforce to retirement.  Financial buffers that existed from employer-sponsored plans are no longer accessible.  Clients must make broadly irreversible decisions that impact their income for the rest of their lives.  Risks that clients didn't have to plan for while they earned an income are now more prevalent and immediate at retirement.  Increased longevity adds pressure to the planning process to mitigate more risks than ever before.  This webinar will present…

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October 2018

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

October 3, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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…

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

October 16, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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…

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Life Insurance as an Alternate Asset (Chapter Hosted Webinar)

October 24, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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…

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December 2018

Tuesday, Dec. 4 – Retirement Income Trends That Set the Course for 2019 (Online Webinar)

December 4, 2018 @ 9:00 am - 10:00 am
Online Live Webinars

The webinar will address retirement income trends for 2019 including new conversations to have with your clients to help them gain confidence in how they can retire more securely.

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