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October 2018

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
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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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Estate Planning for Special Needs Families

October 25 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients.  Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues: Does my client need a stand-alone or testamentary special needs trust? How should a trust be drafted…

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November 2018

Successful Retirement Planning after Tax Reform: Case Studies on Longevity & Other Key Factors (Video Teleconference)

November 14 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview From now through 2030, more than 10,000 Americans will retire each day, turning to their advisors for help navigating the journey.  Retirement planning was already a complex process that was made more complicated by the passage of the Tax Cuts and Jobs Act of 2017.  If advisors want to increase the probability of creating successful retirement plans for their clients, they need strategies that account for the most significant changes to the U.S. tax code in 30 years.…

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December 2018

Trends that set the Course in 2019 (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
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Details and Registration coming soon

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January 2019

What is Best; Traditional C Corporation, an S Election, or an LLC Taxed as a Partnership (Chapter Luncheon)

January 24, 2019 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview This presentation has been updated to reflect the considerations from the 2017 Tax Act.  The focus is on a practical/useful explanation of the factors/considerations a financial advisor needs to know in order to assist their clients in implementation of the most effective tax structure for their enterprise.  Many advisors use it to assess their own arrangements for the tax and related conduct of their own practices.   Speaker James S. Aussem James S. Aussem, is a National president of…

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February 2019

Blockchain and Bitcoin (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
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Details and Registration Coming Soon

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April 2019

TBD (Chapter Luncheon)

April 25, 2019 @ 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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June 2019

TBD (Chapter Luncheon)

June 13, 2019 @ 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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