VISITORS CENTER

CE Resources

Find local Chapter events in your area.

Join Now to get member pricing!

"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

Filter by:

Include Local Chapter Events by Region* None All North Eastern Mid Eastern
Mid Western Western Southern

Sort by:

Members, login to receive member pricing

Date Event Title Event Type
Jun 15, 2011 Key Considerations for Trust Ownership of Annuities Audio/Web Conference
  Speaker(s): J. Gary Underwood, JD, CLU, ChFC and Bruce Tannahill, JD, CPA/PFS, CLU, ChFC  
  Summary: A discussion of the benefits to clients of combining trusts and annuities and related tax issues.  
  Section(s): Estate Planning
Financial Planning
  
Jun 22, 2011 It's Time to Talk About Safe Savings Rates for Retirement Audio/Web Conference
  Speaker(s): Wade Pfau, PhD  
  Summary: How to use the concept of "safe savings rates" for better retirement planning.  
  Section(s): Financial Planning
  
Jul 13, 2011 Estate and Financial Planning for Indiv With $5 Mil or Less Audio/Web Conference
  Speaker(s): Jonathan Blattmachr, JD  
  Summary: Planning for the Less than $5 Million Estate Co-sponsored by NAEPC  
  Section(s): Estate Planning
Financial Planning
  
Jul 20, 2011 The Effects of Health Care Reform and Consumer-Driven Plans Audio/Web Conference
  Speaker(s): Linda A. Hines, ACBC  
  Summary: What the Patient Protection and Affordable Care Act means for employee benefits advisors and their clients.  
  Section(s): Employee Benefits
  
Aug 24, 2011 Retirement Planning for Those in Non-Traditional Unions Audio/Web Conference
  Speaker(s): John Oliver, CLU, ChFC, MBA  
  Summary: Co-sponsored by NAEPC What couples in non-traditional unions can do to enhance retirement security.  
  Section(s): Estate Planning
Financial Planning
  
Aug 31, 2011 Wealth Transfer Using Charitable Lead Trusts After TRA 2010 Audio/Web Conference
  Speaker(s): Johni Hays CLU,FLMI,JD  
  Summary: A discussion of why now is the perfect time to mention Charitable Lead Trusts to your high net-worth clients.  
  Section(s): Estate Planning
  
Sep 07, 2011 ESOPS: For Your Client’s Business Transition & Your Practice Audio/Web Conference
  Speaker(s): Daniel Zugell LUTCF,CLU,ChFC  
  Summary: The tax advantages of ESOPs in transferring a closely held business.  
  Section(s): Qualified Plans
Employee Benefits
Financial Planning
Retirement Counseling
  
Sep 14, 2011 Special Needs Planning Audio/Web Conference
  Speaker(s): Bernard Krooks JD,CPA,LLM,CELA,AEP  
  Summary: Planning issues for families that have an individual with special needs. Co-sponsored by NAEPC  
Sep 21, 2011 Beyond Ratings:In-Depth Carrier Oversight in Uncertain Times Audio/Web Conference
  Speaker(s): David Paul, Partner, Alirt Insurance Research  
  Summary: Looking beyond ratings to track the financial viability of life insurance companies.  
  Section(s): Risk Management
  
Oct 05, 2011 Non-Qualified Executive Benefits: Choosing the Right Plan Audio/Web Conference
  Speaker(s): Bruce Guillemette, MSM, CLU, ChFC, FLMI  
  Summary: Client options for providing retirement benefits and death benefit protection to key employees.  
  Section(s): Business & Compensation Planning
  
Nov 02, 2011 Domestic Asset Protection Trust:Combining It With Double LLC Audio/Web Conference
  Speaker(s): Steve Oshins, ESQ  
  Summary: Use of the Domestic Asset Protection Trust to protect against creditors. Co-sponsored by NAEPC  
  Section(s): Estate Planning
  
Dec 07, 2011 Social Security Optimization:Helping Clients Optimize Income Audio/Web Conference
  Speaker(s): James B. Schomburg, JD, LLM, MSFS  
  Summary: Retirement planning and Social Security benefits: questions to ask, advice to give.  
  Section(s): Retirement Counseling
  
Mar 14, 2012 Tactical Asset Allocation: The Proper Way to Implement MPT Audio/Web Conference
  Speaker(s): Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC  
  Summary: A discussion of the pros, cons, and challenges of Tactical Asset Allocation as a strategy of Modern Portfolio Theory.  
  Section(s): Investment Management
  
Apr 11, 2012 Life Insurance in a Retirement Plan - Why Now? Why Not? Audio/Web Conference
  Speaker(s): Cheryl Jorgenson, QPA, APA, QKA  
  Summary: Life insurance in traditional and 412(e)(3) fully-insured defined benefit plans  
  Section(s): Qualified Plans
  
Jun 06, 2012 Social Media: Success for Your Firm Audio/Web Conference
  Speaker(s): Jennette Schlinke, MBA; Stephanie Crane, VP, Marketing, NFP Securities  
  Summary: How to use social media to benefit your practice.  
  Section(s): Leadership & Management
  
Jun 20, 2012 Breaking Through the Implementation Impasse Audio/Web Conference
  Speaker(s): Lisa A.K. Kirchenbauer, CFP®, RLP®  
  Summary: How to be a more effective and profitable advisor to your clients  
  Section(s): Financial Planning
  
Jul 18, 2012 Using Risk Awareness in Selling Exec. Benefits & QRPs Audio/Web Conference
  Speaker(s): Richard D. Landsberg, JD, LLM, CLU, CPM, ChFC, RFC, AIF  
  Summary: Managing risk in executive benefits and qualified retirement plans  
  Section(s): Risk Management
  
Aug 01, 2012 The Health Care Reform Decision: 2014 and Beyond Audio/Web Conference
  Speaker(s): Arthur Tacchino, JD  
  Summary: A discussion of what the recent Supreme Court healthcare decision means for members of the healthcare industry.  
  Section(s): Employee Benefits
  
Aug 22, 2012 Dynasty Trusts: Est. Tax Savings & Creditor Protection Audio/Web Conference
  Speaker(s): Steven J. Oshins, Esq.  
  Summary: Protecting and passing assets in dynasty trusts free of estate taxes and creditors  
  Section(s): Estate Planning
Financial Planning
Risk Management
  
Sep 19, 2012 EOLI: What You Don't Know Can Cost You Thousands - Part 2 Audio/Web Conference
  Speaker(s): Rich Olewnik, JD, CLU, ChFC, FLMI  
  Summary: A discussion of the latest IRS pronouncements on EOLI and what they mean for you and your clients.  
  Section(s): Business & Compensation Planning
  
Oct 17, 2012 Is Your Elder Planning Growing Old? Audio/Web Conference
  Speaker(s): Dale A. Vetter, CLU, ChFC, MSFS, AEP; Nancy Rice, Esq., CELA  
  Summary: Strategies to address the increasing complexity of planning for senior years.  
  Section(s): Retirement Counseling
  
Nov 26, 2012 The 3.8% Medicare Surtax and Its Impact on Estates & Trusts Audio/Web Conference
  Speaker(s): Robert S. Keebler, CPA, MST, AEP (Distinguished)  
  Summary: A discussion of the effects of the Medicare surtax on estates and trusts. (PREMIER MEMBERS ONLY)  
Dec 05, 2012 Health Care Reform in 2013 and Beyond Audio/Web Conference
  Speaker(s): Jessica Waltman  
  Summary: A discussion of what health care reform will mean in 2013 and beyond.  
  Section(s): Employee Benefits
Business & Compensation Planning
Retirement Counseling
Financial Planning
  
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
  
25 Events Returned
Event Details

Check back at a later date for details.

Close window