local Chapter events in your area.
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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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May 16, 2013
A New Tax Code for a New Generation
Lynne F. Stebbins, JD, AEP, CLU, ChFC (Mod); Terence Stanaland, JD, CPA, ChFC Audrey Young, JD,LLM
Planning issues in the new fiscal environment.
Feb 21, 2013
Health Care: The Times They Are A-Changin'
Gayle C. Holcom CLU,ChFC (Moderator), Gerald Frye CLU,ChFC,RHU,REBC,CASL, Arthur Tacchino JD
A discussion of how health care will change in 2013 and beyond and what advisors will need to talk to clients about.
Business & Compensation Planning
Nov 15, 2012
Uniform Prudent Investor Act & Trust-Owned Life Ins.
Mod: G. Flotron; Panelists: L. Brody, R. Schwartz, R. Weber, E. Whitelaw
UPIA fiduciary duties as they apply to assets, investments, and Trust-Owned Life Insurance
May 17, 2012
Retirement: Your Client’s Last Chance to Get It Right
Moderator: Ben Baldwin, Jr.; Micki Hoesly; Marc Silverman; Joseph E. Biloon
How to structure a retirement strategy that meets baby boomers’ income and life style needs in retirement.
Feb 16, 2012
Why and How to Separate Your Wealth From Your Business
Lynne Stebbins, JD, AEP, CLU, ChFC, Donald Jansen, JD, LLM, Terence Stanaland, JD, ChFC, CPA
Why and how to create a retirement that is economically independent of a business.
Nov 17, 2011
Captive Insurance Companies
J Capasso, R Eaddy, D Henderson, MJ Lopez; Mod: R Weber
The advantages of a captive insurance company for small and mid-sized businesses.
Aug 17, 2011
Managing Assets Earmarked for Retirement
Distinguished panel discusses unique management opportunities for hundreds of billions of dollars earmarked for retirement.
7 Events Returned
Check back at a later date for details.