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DOL Fiduciary Rule Heads to Court, and Here’s What to Expect
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In the face of a fierce lobbying campaign, the Department of Labor backed down in 2010 from a sweeping proposal to change how broker-dealers and investment advisors render advice on retirement account

Getting (cautiously) creative with split-dollar life insurance
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Most clients’ estates will fall well within the current million federal tax exemption. Consequently, private split-dollar (PSD) life insurance plans have lost some of their appeal as an intergeneratio

Estate planning advantage under siege?
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This is a bit complicated, but hold on to your hat, because for some clients, it could be incredibly important.The IRS recently proposed regulations that could adversely affect estate planning for man

Tax Law Update: September 2016
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• Proposed regulations under Internal Revenue Code Section 2704 significantly reduce valuation discounts—The Treasury has released proposed regulations (REG-163113-02) under IRC Section 2704 regarding

Fiduciary Education Initiative

FSP presents an objective look at the issues surrounding the new fiduciary regulations to help our members navigate the process. We may post articles reflecting pro or con opinions; however, opinions expressed are those of the authors and do not represent positions or policies of FSP.

The Journal of Financial Service Professionals
Collecting Social Security versus Spending Retirement Savings
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James H. Gilkeson, PhD, CFA
Although the Social Security claiming decision (when to first claim benefits) reflects a wide range of personal factors, this paper examines only the case of an individual who will retire (or has already retired) at age 62 and has sufficient resources to meet desired after-tax spending without relyi

8 Traits of an Intentional Entrepreneur
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David Zumpano, CPA, Esq.
This archived program is a “boot camp” for those who own or have an ownership interest in their current business, and want to put their practice on an accelerated and peak-performing path. This program, presented by Lawyers with Purpose Founder, David Zumpano, explores the secrets of taking a profes


Sep 08, 2016 Sponsored Education Online
Free to Members
Uncovering Premium Dollars Using Qualified Plans
Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF
This presentation will educate financial representatives on how an employer-sponsored qualified retirement plan may be used to purchase life insurance. Sponsored by Guardian

Sep 28, 2016 Sponsored Education Online
Free to Members
The Secondary Market for Life Insurance
Current Trends, New Applications Sponsored by Coventry.

Oct 05, 2016 Sponsored Education Online
Free to Members
Your FSP Voluntary Group Disability Plan
John Ryan, CFP®
Review of the Program and Benefits Sponsored by Ryan Insurance Strategy Consultants.

Oct 11, 2016 Sponsored Education Online
Free to Members
Medicaid Estate Recovery Program and How to Protect Assets
A. Frank Johns, JD, LLM, CELA
This program will address Medicaid lien recovery and what financial advisors and other professionals can do proactively to protect families. Co-Sponsored by American Cancer Society

Nov 01, 2016 Sponsored Education Online
Free to Members
Topic – TBD Sponsored by Guardian Details coming soon.

Nov 16, 2016 Video Teleconference
Supplemental Retirement Plans for Executives & Entrepreneurs
High-salaried executives and small-business owners share a need for supplemental income streams in retirement, as their pensions alone will not provide sufficient means to sustain their accustomed lifestyles. This VTC will explore the ways in which astute advisors can help these individuals attain that goal, including consideration of areas of retirement planning that are not governed by the new DOL fiduciary guidelines.

Dec 06, 2016 Sponsored Education Online
Free to Members
Topic – Social Security Sponsored by Social Security Timing Details coming soon.

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.

May 17, 2017 Video Teleconference
Topic and Details coming soon.

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