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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 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
 
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
 
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Sep 18, 2014 Fully Insured Plans Sponsored Education Online
Free to Members
  Speaker(s): Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA  
  Summary: Discussion of issues surrounding fully insured plans
Sponsored by Guardian
 
Jul 30, 2014 New Reasons for Annual Valuations and Life Settlements Sponsored Education Online
Free to Members
  Speaker(s): Snow D. Inocencio  
  Summary: Life settlements as one solution for asset protection
Sponsored by The Lifeline Program
 
Jun 25, 2014 Policy Valuation: A Key to Growing Your Business Sponsored Education Online
Free to Members
  Speaker(s): Jonah Kahn  
  Summary: Sponsored by Coventry  
Jun 18, 2014 Intra-Family Loans:Enhance Savings and Alleviate School Debt Sponsored Education Online
Free to Members
  Speaker(s): Allison Anne Hoyt, JD  
  Summary: Sponsored by Guardian  
Jun 10, 2014 Charitable Planning Strategies for Non-Traditional Unions Sponsored Education Online
Free to All Attendees
  Speaker(s): Richard M. Weber MBA,CLU,AEP (Mod) Turney P. Berry JD, Ray Prather JD,CPA  
  Summary: Co-sponsored by the American Cancer Society  
Apr 08, 2014 Life Settlements: The New Retirement Vehicle for LTC Sponsored Education Online
Free to Members
  Speaker(s): Wm. Scott Page, Justin Pipon  
  Summary: Sponsored by The Lifeline Program  
Mar 27, 2014 How to Build a Practice Through Acquisition Sponsored Education Online
Free to Members
  Speaker(s): Kirk Hulett (Moderator),Rene Cordell, CFP,Tom Stroyne, CFS, CRC,Roger Verboon,Marsha Yandell, CFP  
  Summary: How to Build a Multi-Million Dollar Practice through Acquisition
Sponsored by Securities America.
 
Mar 20, 2014 Synergizing Retirement Income With Life Ins. & Annuities Sponsored Education Online
Free to Members
  Speaker(s): Richard Weber, MBA, CLU, AEP  
  Summary: Strategies using life insurance and annuities for the benefit of the client.
Sponsored by Guardian
 
Mar 11, 2014 New FSP Voluntary Group Disability Plan Sponsored Education Online
Free to Members
  Speaker(s): John Ryan, CFP  
  Summary: A discussion of the benefits and enrollment process. Sponsored by the Ryan Insurance Strategy Consultants  
Mar 05, 2014 Charitable Planning After ATRA: New Ideas for 2014 - Part 2 Sponsored Education Online
Free to All Attendees
  Speaker(s): Richard M. Weber, MBA, CLU®, AEP® (mod), Lawrence P. Katzenstein, J.D, Martin Shenkman, J.D  
  Summary: Co-sponsored by the American Cancer Society.  
Feb 11, 2014 New FSP Voluntary Group Disability Plan Sponsored Education Online
Free to Members
  Speaker(s): John Ryan, CFP  
  Summary: A discussion of the benefits and enrollment process. Sponsored by the Ryan Insurance Strategy Consultants  
Jan 23, 2014 New FSP Voluntary Group Disability Plan Sponsored Education Online
Free to Members
  Speaker(s): John Ryan, CFP  
  Summary: A discussion of the benefits and enrollment process. Sponsored by the Ryan Insurance Strategy Consultants  
Jan 14, 2014 A World of Opportunity: Planning for Foreign Nationals Sponsored Education Online
Free to Members
  Speaker(s): John Oliver, CLU, ChFC, MBA, John Greenwall, JD, CLU, MBA  
  Summary: Helping Foreign Nationals preserve assets and minimize tax liability. Sponsored by Transamerica  
Dec 05, 2013 Life Insurance as an Asset Class - REVISITED Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: A reminder of key concepts in choosing the right policy styles for the right reasons. Sponsored by: Guardian  
Nov 05, 2013 Simple Solutions for Complex Relationships Sponsored Education Online
Free to Members
  Speaker(s): John Oliver, CLU, ChFC, MBA and Carey Rokovich, CFP, CLU, ChFC  
  Summary: Life insurance for today's complex relationships Sponsored by Transamerica  
Oct 30, 2013 Integrating Charitable Intent With Business Exit Planning Sponsored Education Online
Free to Members
  Speaker(s): Laura J. Malone, CAP  
  Summary: Helping business-owner clients transition into a legacy beyond the business. Sponsored by American Endowment Foundation  
Oct 16, 2013 Charitable Planning After ATRA • New Planning Ideas for 2014 Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA,CLU,AEP, Lawrence P. Katzenstein, J.D., Martin Shenkman, J.D.  
  Summary: Co-produced with the American Cancer Society  
Oct 10, 2013 Glenn Neasham Case- Update on Appellate Court Decision Sponsored Education Online
Free to Members
  Speaker(s): James B. Lammers, CFP,CLU, ChFC , Richard M. Weber, MBA, CLU, AEP  
Oct 03, 2013 Protecting Your Practice - Current E&O Trends Sponsored Education Online
Free to Members
  Speaker(s): Ross Jordan, CPCU  
  Summary: How and why to protect your practice with E&O insurance Sponsored by CalSurance  
Sep 25, 2013 Client's Dilemma:Whole Life / Universal Life-Better or Best? Sponsored Education Online
Free to Members
  Speaker(s): Richard Weber, Philip Harriman, Linda Stimac,Terence Stanaland,Anthony Domino,Guy Baker  
  Summary: Co-produced by InsuranceNewsNet  
Sep 10, 2013 Understanding What Really Matters to Affluent Clients Sponsored Education Online
Free to Members
  Speaker(s): Claire Durand, CFP®, CLU, ChFC; Carey Rokovich, CFP®, ChFC  
  Summary: Emerging trends in the demographics of the affluent market.  
Aug 22, 2013 Charitable Giving and Planning Strategies Sponsored Education Online
Free to Members
  Speaker(s): Michael J. Geeraerts, JD, CPA  
  Summary: Charitable giving and planned donations, including tax considerations. Sponsored by Guardian  
Jun 26, 2013 Longevity Considerations for Living Well and Longer Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU®, AEP® (Distinguished)  
  Summary: A basis for client discussion about accumulation of funds for retirement and distribution during retirement. Sponsored by Guardian.  
Jun 13, 2013 New Online Tools to Find, Buy, Track, and Report CPE Sponsored Education Online
Free to Members
  Speaker(s): Gene Cherner, CPA  
  Summary: A new member benefit to help you track and manage your CE credits. Sponsored by CE Convergence.  
Apr 24, 2013 What Advisors Need to Know About Life Settlements Sponsored Education Online
Free to Members
  Speaker(s): Snow D. Inocencio  
  Summary: How life settlements work and their role in retirement and estate planning. Sponsored by the Lifeline Program.  
Apr 17, 2013 Funding for Success - VUL and IUL Illustrations Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: A free demo of how the Historic Volatility Calculator provides agents and clients with value-added detail to help clients make life insurance funding decisions that meet their needs.  
Mar 27, 2013 Indexing 101 Sponsored Education Online
Free to Members
  Speaker(s): Peter D. Lofgren  
  Summary: A discussion about FIUL market trends and key product feature. Sponsored by Allianz.  
Feb 06, 2013 The Secondary Market for Life Insurance: The Market Today Sponsored Education Online
Free to Members
  Speaker(s): Michael Coben  
  Summary: New opportunities to create value for clients and for advisors to grow their business in the secondary market for life insurance. Sponsored by Coventry  
Jan 30, 2013 Fixed Index Universal Life: The Myths and Realities Sponsored Education Online
Free to Members
  Speaker(s): Todd Petit, ASA, MAAA  
  Summary: A discussion of the pros and cons of FIUL and how the products are designed. Sponsored by Allianz.  
31 Events Returned
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