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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]


The Shift from Estate Planning to Estate Probating
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10/23/14
Surveys confirm that avoiding probate is the primary reason that clients engage in estate planning today. Yet, the estates of the majority of Americans will go into probate.


Self-Directed Investments for Divorcing Clients: What Advisors Should Know
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10/23/14
In a divorce, one spouse may receive retirement assets from the other via a qualified domestic relations order (QDRO). The advisor and the client need to think carefully about where to place those fun …


Social Security Benefits Rising 1.7% For 2015, Top Tax Up 1.3%
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10/23/14
The nation’s nearly 64 million Social Security recipients will get a 1.7% cost of living increase for 2015, while the maximum Social Security tax, which is linked to a different measure, will go up by …


Good intentions: Don’t let asset transfers run afoul of the law
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10/23/14
With the current estate tax regime of a high gift and estate tax exemption amount and low estate tax rates, transferring wealth is becoming the focus of estate planning rather than reducing estate tax …


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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