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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Calendar of Events

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Date Event Title Event Type
Nov 12–
Nov 12, 2014
Permanent Life Insurance in Financial Planning: Time for a New Model Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 01:45 PM
  Speaker(s): Steve Parrish  
  Summary: Stephen B. Parrish, JD, CLU, ChFC, RHU, National Advanced Solutions Director for the Principal Financial Group, and a Forbes columnist, will explain how financial planning as a discipline has gone through a radical transformation in the past four decades. The same could be argued for life insurance as a product, but we haven’t seen as big a change in how the product is presented. Parrish will discuss how to use new tools and techniques to present the many uses of life insurance and to better integrate the product into a financial plan.  
  Section(s): Business & Compensation Planning
Financial Planning
Estate Planning
Retirement Counseling
Risk Management
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
Feb 02, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by Details coming soon.
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
12 Events Returned
Event Details

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