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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


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Date Event Title Event Type
Oct 22, 2014 ILIT Trusts: Fiduciary Roles and the Need for Skilled Trustees Lunch/Brunch Conversations
Free to Members
  Speaker(s): E. Randolph Whitelaw, AEP (Distinguished)  
  Summary: Randy Whitelaw, recognized Trust-Owned Life Insurance (TOLI) placement and restructure expert with Trust Asset Consultants, will discuss irrevocable life insurance trusts (ILITs), which place fiduciary-level responsibilities on trustees—whether they are skilled or unskilled. Unskilled amateur trustees who serve as an accommodation to the grantor may be unaware that they have any administration duties and do not consider policy performance monitoring their responsibility. Whitelaw will explain how to resolve this problem and protect the interests of ILIT parties.  
  Section(s): Financial Planning
Estate Planning
Retirement Counseling
Risk Management
 
Aug 21–
Aug 21, 2014
Young Professionals Open Forum Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 01:45 PM
  Summary: Program suggestions for 2015 Clinic for Advanced Professionals  
Jul 09–
Jul 09, 2014
Working with Older Professionals/Clients Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 01:45 PM
  Speaker(s): Joshua Lipson, Brian Kuhn, CFP, CLU, CLTC  
  Summary: Joshua S. Lipson of Karr Barth Associates and Brian Kuhn, CFP, CLU, CLTC of PSG Planning, will discuss: Working with mentors; How to handle taking a veteran along on a call; and How a young professional can overcome the skepticism of an older client.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
May 28–
May 28, 2014
Disability Insurance Answers Lunch/Brunch Conversations
Free to Members
Time: 01:00 AM – 01:45 PM
  Speaker(s): Larry Schneider  
  Summary: Larry Schneider, of Disability Insurance Resource Center, will discuss: Reasons for insuring income; Underwriting disability insurance; How Group DI deficiencies and shortcomings can produce “reverse discrimination”; Business applications of disability income insurance and tax consequences, including information on wage continuation, split dollar, and supplements; Key-man insurance; Business overhead; Buy-sell of the business entity and cross purchase agreements; and Loan indemnification.  
  Section(s): Business & Compensation Planning
Employee Benefits
Financial Planning
Leadership & Management
Retirement Counseling
Risk Management
 
Jan 15–
Jan 15, 2014
Succession Planning Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 01:45 PM
  Speaker(s): Dennis M. Axman, CLU, ChFC, AEP, CFP, Sam Torolopoulos, CPA/ABV, ASA  
  Summary: Dennis M. Axman, CLU, ChFC, AEP, CFP, Managing Partner of Advanced Market Resources, and Sam Torolopoulos, CPA/ABV, ASA, President of ATI Capital Group, will discuss the dynamics of succession planning showing how to accomplish a number of goals. These include: meeting the owner’s personal motives; allowing the owner to have a clear understanding of any future management role; and providing a reasonable replacement income from reinvestment of the selling proceeds, even if those proceeds are received over time. Complicating these proceedings are the emerging and changing credit, estate tax, and global economic markets. Combining all these factors make transitioning the ownership of a privately-held business an uncertain proposition at best and a scary one at worst.  
  Section(s): Business & Compensation Planning
Financial Planning
Estate Planning
Retirement Counseling
Risk Management
 
Dec 03–
Dec 03, 2013
Year End Tax Planning Review of Changes for 2013 Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 01:45 PM
  Speaker(s): Terence Stanaland, CPA, ChFC,
Terri Getman, JD, CLU, ChFC, AEP (Distinguished)
 
  Summary: Terence Stanaland, CPA, ChFC, of Teague, Rotenstreich, Stanaland, Fox & Holt and Terri Getman, JD, CLU, ChFC, AEP (Distinguished), Business Development Director for Diversified Brokerage Services will review significant tax law changes that are applicable for year-end 2013, including new income tax rates, capital gains rates, limitations on itemized deductions, the phase-out of personal exemptions, the ACA tax on investment income, the Medicare surtax on earned income, and taxes affected by the Defense of Marriage Act. In addition, the pair will discuss specific techniques, such as deferrals and deductions.  
  Section(s): Business & Compensation Planning
Financial Planning
Estate Planning
Retirement Counseling
Risk Management
 
Oct 01–
Oct 01, 2013
Succession Planning for Financial Professionals Lunch/Brunch Conversations
Free to Members
Time: 01:00 PM – 02:00 PM
  Speaker(s): David Grau, Sr., JD  
  Summary: David Grau, Sr., JD, President of FP Transitions, will discuss methods financial professionals can use to address succession management. Designing and implementing a succession plan involves all of the stakeholders, including your spouse, key employees, CPA and attorney, and clients, especially those who should be doing the same thing. Grau will show planning that supports and serves the interests of all of the stakeholders and provides a transition method for ownership, leadership, and authority.  
  Section(s): Financial Planning
 
Jan 24, 2013 How Tax Changes Affect Planning for 2013 Lunch/Brunch Conversations
Free to Members
  Speaker(s): Teri Getman, JD, CLU, ChFC, AEP
Terry Stanaland, JD, ChFC, CPA
 
  Summary: A discussion of what the recent tax law changes mean for advisors and their clients.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Dec 19, 2012 Year-End Tax Planning in Expectation of Major Reform Lunch/Brunch Conversations
Free to Members
  Speaker(s): Terry Stanaland, JD, ChFC, CPA,
Terri Getman, JD, CLU, ChFC, AEP
 
  Summary: Congressional action/inaction on the looming automatic tax increases and sequestration could make life interesting for financial professionals and their clients. Terry Stanaland, JD, ChFC, CPA, with Teague, Rotenstreich, Stanaland, Fox & Holt, PLLC, and Terri Getman, JD, CLU, ChFC, AEP, Business Development Officer for Diversified Brokerage Services, will walk us through the implications.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Nov 19, 2012 How the Revised AG 38 Affects You Lunch/Brunch Conversations
Free to Members
  Speaker(s): Andrew Shapiro, MSM, CLU, ChFC  
  Summary: Discussion of the effect of the NAIC's adoption of Actuarial Guideline 38, which governs reserves for universal life products with secondary guarantees.  
  Section(s): Estate Planning
Risk Management
 
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