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
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
 
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.  
11 Events Returned
Event Details

Check back at a later date for details.

Close window