Loading Events

Past Events › VTC - Live Stream

Events Search and Views Navigation

Event Views Navigation

May 2018

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

May 16, 2018 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

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…

Find out more »

November 2018

Successful Retirement Planning after Tax Reform: Case Studies on Longevity & Other Key Factors (Video Teleconference)

November 14, 2018 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map

Program Overview From now through 2030, more than 10,000 Americans will retire each day, turning to their advisors for help navigating the journey.  Retirement planning was already a complex process that was made more complicated by the passage of the Tax Cuts and Jobs Act of 2017.  If advisors want to increase the probability of creating successful retirement plans for their clients, they need strategies that account for the most significant changes to the U.S. tax code in 30 years.…

Find out more »
+ Export Events