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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

Helping Clients Successfully Integrate Charitable Giving into Succession Planning (VTC – Live Stream)

May 16 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Program Overview Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent.  Now consider that business owners give at higher levels in comparison to their counterparts.  With 31 percent of high-net-worth clients reporting that they would switch advisors if the new advisor would discuss philanthropy, the implications for advisors are clear; Advisors who can offer knowledgeable guidance will distinguish themselves from the others and…

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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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Health Care in Retirement – A Retirement Income Challenge and Opportunity

June 14 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States

Program Overview A startling statistic reveals that many couples in retirement today may have to dedicate 40% of their Social Security income to health care costs by age 70 ― up to 76% by age 87.* Health care during one’s retirement years brings significant challenges when planning for sustainable income he or she cannot outlive. However, if you understand the challenges as well as how the health care system works, you can educate clients with strategies that may assist them…

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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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