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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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Calendar of Events |
| Date |
Event Title |
Event Type |
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May 30, 2012 |
Avoiding Common E&O Exposures in Your Office
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Sponsored Education Online
Free to Members
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Speaker(s): |
Ross Jordan, CPCU |
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Summary: |
A review of current claims and litigation affecting insurance and financial Professionals. Sponsored by CalSurance and Lancer Claims Services.
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Section(s): |
Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
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Jun 06, 2012 |
Social Media: Success for Your Firm
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Audio/Web Conference |
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Speaker(s): |
Jennette Schlinke, MBA; Stephanie Crane, VP, Marketing, NFP Securities |
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Summary: |
How to use social media to benefit your practice.
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Section(s): |
Leadership & Management
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Jun 20, 2012 |
Breaking Through the Implementation Impasse
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Audio/Web Conference |
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Speaker(s): |
Lisa A.K. Kirchenbauer, CFP®, RLP® |
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Summary: |
How to be a more effective and profitable advisor to your clients
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Section(s): |
Financial Planning
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Jul 18, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic - Managing Risk in the Life and Retirement Businesses (Details Coming Soon)
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Section(s): |
Risk Management
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Aug 01, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic: Employee Benefits (Details Coming soon)
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Section(s): |
Employee Benefits
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Aug 16–
Aug 17, 2012 |
The Clinic For Advanced Professionals
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Clinic |
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Summary: |
An in-depth educational meeting on issues of high importance to financial professionals.
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Sep 19, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic- Business & Compensation Planning (Details Coming Soon)
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Section(s): |
Business & Compensation Planning
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Oct 17, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic - Retirement Counseling (Details Coming Soon)
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Section(s): |
Retirement Counseling
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Nov 14–
Nov 15, 2012 |
TBD |
Video Teleconference |
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Summary: |
Coming Soon |
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| 9 Events Returned |
Event Details
Check back at a later date for details.
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