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April 2019

April 25 Chapter Luncheon – Your Silicon Valley Clients are Getting a Divorce, Now What?

April 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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This presentation will explore the impact of the 2017 Tax Reform Act, an overview of the divorce finance analysis process, the unique Silicon Valley asset division categories, and sample case study

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May 2019

May 15 @ 9:00 am – 10:00 am – Sales to IDGTs with Self-Canceling Installment Notes – Advantages and Disadvantages

May 15 @ 9:00 am - 10:00 am

This webinar will discuss IDGTs, the sale of assets to the IDGT using self-canceling installment notes, and the advantages and disadvantages of this planning strategy.

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May 21 @ 9:00 am – 10:00 am – Unwinding Life Insurance Trusts (And the Policies Within)

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

This webinar will explore the issues and decisions necessary to evaluate whether to fund and retain life insurance trusts.

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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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The Power of Cash Flow Planning

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

Details and Registration Coming Soon

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July 2019

Estate Planning Opportunities in the New Tax Landscape

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

This webinar is co-sponsored by the Society of FSP and Women in Insurance and Financial Services Details and Registration coming soon.

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Understanding Business Protection Needs

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

Details and Registration Coming Soon

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August 2019

Cryptocurrency in Charitable Planning

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

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

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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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