Loading Events

Upcoming Events › Events

Events Search and Views Navigation

Find Events

Event Views Navigation

Events Search

August 2018

The Secondary Market for Life Insurance (Chapter Hosted Webinar)

August 15 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Program Overview This course examines the trends that are driving the life settlement market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss life settlements for term policies, policy replacement strategies, retained death benefit options (with and without a cash settlement), and life settlements for smaller face policies, along with several examples to illustrate the concepts. In addition, the seminar will discuss factors that determine a policy’s…

Find out more »

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®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Program Overview Hear valuable information on giving vehicles, tax-savings opportunities and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor advised funds, charitable remainder trusts, and advanced charitable estate planning techniques. Emphasis will be on simultaneous use of multiple planning techniques in a large transaction context to maximize tax benefits, donor control, and…

Find out more »

September 2018

TBD (Chapter Hosted Webinar)

September 5 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

Retirement Income: Which Account, When? (Chapter Hosted Webinar)

September 12 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

TBD (Chapter Hosted Webinar)

September 25 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

October 2018

Overview of the FSP-Sponsored Long-Term DI Plan (Chapter Hosted Webinar)

October 3 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

Rolling Required Minimum Distributions into Charitable Trusts (Chapter Hosted Webinar)

October 16 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Details and Registration coming soon

Find out more »

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
+ Google Map

Details and Registration coming soon

Find out more »

November 2018

Retirement Planning After Tax Reform (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
+ Google Map

Details and Registration Coming Soon.

Find out more »

December 2018

TBD (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
+ Google Map

Details and Registration coming soon

Find out more »
+ Export Events