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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
Jan 16, 2013 Estate Planning for Digital Assets Audio/Web Conference
  Speaker(s): Gerry W. Beyer, JD, LLM, JSD  
  Summary: How to plan for the disposition of digital assets in an estate plan.  
  Section(s): Estate Planning
 
Mar 13, 2013 Fiduciary Outsourcing for Retirement Plans Audio/Web Conference
  Speaker(s): Pete Swisher, CFP, CPC  
  Summary: The benefits to clients of outsourcing fiduciary risk.  
  Section(s): Qualified Plans
 
Jun 05, 2013 Stop Asking for Referrals - and Get More! Audio/Web Conference
  Speaker(s): Stephen Wershing, CFP  
  Summary: New strategies for attracting referrals  
  Section(s): Financial Planning
 
Aug 28, 2013 Financial & Investment Planning After ATRA of 2012 Audio/Web Conference
  Speaker(s): Thomas P. Langdon, JD, LLM, CFA, CFP, CLU  
  Summary: Financial and investment planning implications resulting from ATRA  
  Section(s): Investment Management
 
Sep 18, 2013 The Changing Role of the Advisor - New Affordable Care Act Audio/Web Conference
  Speaker(s): Michael Howley, Jr., PA-C, PhD  
  Summary: A discussion of the opportunities for advisors under the Affordable Care Act  
  Section(s): Employee Benefits
 
Apr 23, 2014 Helping Irrational Clients Make Rational Decisions Audio/Web Conference
  Speaker(s): Harold Evensky, CFP, AIF  
  Summary: Cognitive factors that affect financial decision making.  
Aug 26, 2014 Eventually Every Business Changes Hands: Are You Ready? Audio/Web Conference
  Summary: Creating a succession plan for your business  
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
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.  
9 Events Returned
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