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June 2019

June 25 @ 9:00 – 10:00a.m. – The Power of Cash Flow Planning

June 25 @ 9:00 am - 10:00 am

Program Overview Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals.  It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey.  They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way.   Attendees will learn: The importance of cash flow planning…

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July 2019

July 10 @ 9:00 – 10:00a.m. – Five Sustainable Estate Planning Strategies

July 10 @ 11:00 am - 12:00 pm

Co-sponsored by Society of Financial Service Professionals and Women in Insurance and Financial Services Program Overview Tax Law changes come and go, but clients need estate planning strategies that will endure.  During this presentation, the tax presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored.   Attendees will learn: The practical impact of the Tax Cuts and Jobs Act on clients'…

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July 16 @ 9:00 – 10:00a.m. – Understanding Business Protection Needs

July 16 @ 9:00 am - 10:00 am

Program Overview Advisors who work with business owners know the business is often their biggest asset and that it's probably critical to their financial well-being.  Business owner surveys have consistently shown that business protection is their highest priority.  Learn what it means to protect the business, what risks advisors can take off the table for them, and what the best practices are for implementation.   Attendees will learn: Four stages of a business life cycle and the business protection needs…

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Overview of FSP-Sponsored Cyber Insurance Plan

July 24 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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August 2019

August 20th @ 9:00 – 10:00a.m. – Bit by Bit – Understanding the Planning/Fiduciary Administration Aspects of Cryptocurrency

August 20 @ 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 The introduction of blockchain technologies - such as cryptocurrencies, like Bitcoin - has left trustees and other fiduciaries increasingly responsible for managing estates that contain investments in a growing asset class that challenges conventional notions of a prudently managed investment portfolio.  This program will explore what these new technologies are and what they demand of fiduciaries, and it offers guidance on how…

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September 2019

Webinar TBD

September 17 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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Webinar TBD

September 25 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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October 2019

Webinar TBD

October 1 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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FSP-Sponsored Long-Term DI Plan

October 8 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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Planning for Blended Families

October 22 @ 9:00 am - 10:00 am

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

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