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March 2018

Solving the Unique Challenges of the Family-Owned Business: A Case Study (Chapter Hosted Webinar)

March 7 @ 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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Join Us for an hour of education and discussion over coffee in a casual setting...   The Silicon Valley Chapter of the Society of Financial Service Professionals is hosting a live morning webinar with small group discussion.  The format is 60 minutes of live presentation with the remaining time dedicated to real-time Q&A with the presenter and other participants.  Attendees are typically financial advisors/planners, attorneys, CPA's, insurance and investment professionals - our webinars create opportunities for collaboration and networking.   Program…

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Estate, Insurance, and Charitable Planning Following the 2017 Enactment of the Tax Cuts and Jobs Act (Chapter Hosted Webinar)

March 20 @ 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 The 2017 Tax Cuts and Jobs Act will have a dramatic effect on both estate and insurance planning for 2018 - and at least through 2025 - because of the increase in transfer tax exemptions and the lowering of the corporate and pass-through income tax rates.  The increase in estate tax exemptions will mean that many insurance policies purchased to “pay” the estate tax may no longer be needed for that purpose (as long as death occurs before 2026) and many structures used…

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Retirement Income Considerations under the New Tax Laws (Chapter Hosted Webinar)

March 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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This webinar will focus on some of the changes that you need to be aware of with respect to the new tax laws for 2018. The topic covers not only recent changes but also key tax impacts that can erode any clients' retirement income. More importantly, we look at alternatives that can avoid tax and income pitfalls for Americans making retirement decisions. Presenter: Mike McGlothlin, CLU, ChFC, CFP, LUTCF   Registration Fee (includes PowerPoint and Continental Breakfast) Members: Free (included…

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April 2018

Positioning Life Insurance in Connection with Financial Planning (Chapter Hosted Webinar)

April 10 @ 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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Learn How the New “Rule of 30” May Replace the “Bengen 4%” Withdrawal Rule

April 19 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113
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Program Overview Boost Retirement Income with Home Equity Few advisors have developed a standard method for including housing wealth in retirement income planning. In a groundbreaking study published in the October, 2017 Journal of Financial Planning, Barry Sacks, PhD, JD,  Peter Neuwirth, FSA and Stephen Sacks, PhD, describe an innovative “Rule of 30,” which provides that method.  The Rule of 30 demonstrates how coordinating housing wealth with the retiree’s securities portfolio (e.g., 401(k) account or rollover IRA) can enhance cash…

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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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Details and Registration Coming Soon.

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May 2018

Charitable 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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Details and Registration Coming Soon.

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Planning in the Low Interest Rate Environment – Estate and Business Planning Ideas (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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Details and Registration Coming Soon.

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June 2018

TBD (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

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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