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January 2019

Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business (Chapter Dinner)

January 28 @ 5:30 pm - 8:00 pm
Mariani’s Restaurant, 2500 El Camino Real
Santa Clara, CA 95051 United States
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Special Note: This will be a joint dinner meeting with our Silicon Valley FSP Chapter and Santa Clara County Estate Planning Council.   Program Overview This presentation is an examination of the most effective methods for realizing value from a senior professional's life's work.  The concept of selling/transferring a professional services practice is reviewed and practical steps explained to accomplish an effective succession plan.  The program offers one hour of CLE, CPE, and CFP credit.   Speaker James S. Aussem James…

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February 2019

Building a Storybrand

February 6 @ 9:00 am - 10:00 am

Program Overview When it comes to talking about their businesses, many people are so close to their products or services, they don't know where to start.  The presenter will explain how financial professionals can clarify their message to generate leads, create more referrals, or empower their sales team.  How?  With StoryBrand.  The StoryBrand Marketing Framework will help advisors understand what customers are looking for so they can tell their story in a way that will make people listen.   Skills…

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Preparing for the New Frontier in Trusts and Estates: Blockchain and Cryptocurrency

February 20 @ 10:00 am - 11:30 am

Program Overview The increasing importance of blockchain, the technology behind cryptocurrencies, and its impact on commercial enterprises should draw the attention of financial advisors, as well as their clients.  It's imperative for advisors to understand what blockchain is, how it works, and the effects of its most popular uses, including cryptocurrencies.  Attendees at this latest FSP webinar will gain valuable insight into this technology and a wide range of its implications, enabling them to add tremendous value to the advisor-client…

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March 2019

Emerging Trends and Changing Laws in Taxation and their Impact on Tax and Estate Planning

March 19 @ 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 This program discusses evolving trends and changing laws in tax and estate planning.  The focus is on the practical ramifications of these developments and how financial professionals should advise both their average-income and affluent clients.  The program will address: planning traps and opportunities resulting from The Tax Cuts and Jobs Act of 2017; any tax bills which Congress in the fall…

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Webinar TBD

March 28 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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April 2019

TBD (Chapter Luncheon)

April 25 @ 8:00 am - 5:00 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

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May 2019

Unwinding Life Insurance Trusts

May 21 @ 9:00 am - 10:00 am

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

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June 2019

TBD (Chapter Luncheon)

June 13 @ 8:00 am - 5:00 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

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Webinar TBD

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

Details and Registration Coming Soon.

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August 2019

Webinar TBD

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

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

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