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FSP Supports National Estate Planning Awareness Week
October 20-26, 2014

The Society of FSP is pleased to join the Financial Awareness Foundation in supporting National Estate Planning Awareness week. In recognition of this important week, FSP is featuring the video series, Estate Planning Through the Ages – Tips from Terry… [more]


Planning For The Exit – What’s Your Exit Strategy?
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10/21/14
Cox Smith, Padgett Stratemann, and Navidar Group hosted an interactive discussion on the current climate for buying and selling businesses, preparations for you and your business, tax strategies, and …


The Crummey trust: Still relevant after all these years
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10/21/14
Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Today, the exclusion allows you to give up to …


Can individuals on federal exchanges claim the premium tax credit?
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10/21/14
In 2014, a key element of the Patient Protection and Affordable Care Act (PPACA) (P.L. 111-148, as amended by the Health Care and Education Reconciliation Act of 2010, P.L. 111-152), came into play—th …


Unbundling the Target-Date Fund
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10/21/14
These are usually offered in the form of mutual funds or collective trust funds and are available almost universally across most open architecture platform providers. Large market plans have generally …


RECENT AND UPCOMING EVENTS

Oct 29, 2014 Sponsored Education Online
Free to Members
Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
Sponsored by Securities America.


Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


Dec 03, 2014 Audio/Web Conference
Enhanced Plan Benefits
Mary Read CPC, QPA
The benefits of life insurance in qualified retirement plans.


Dec 10, 2014 Sponsored Education Online
Free to Members
Practical Applications of "Life Insurance as an Asset Class"
Richard M. Weber, MBA, CLU, AEP
Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian


Jan 14, 2015 Sponsored Education Online
Free to Members
TBD
Sponsored by iTransact. Details coming soon.


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


Feb 02, 2015 Sponsored Education Online
Free to Members
TBD
Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.


Feb 18, 2015 Video Teleconference
TBD
Topic - Estate and Income Planning for Middle America Using Captive Insurance Companies and Asset Protection Techniques. Details coming soon.


Mar 04, 2015 Audio/Web Conference
TBD
Topic - Layering Plans. Details coming soon.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


May 20, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


Jun 10, 2015 Sponsored Education Online
Free to Members
TBD
Sponsored by iTransact. Details coming soon.


 

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