Estate Planning
Love and Legacy: Are Children’s Affections Related to Parents’ Bequest Intentions? (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Financial Planning
Navigating Paycheck Protection Program (PPP) Loan Forgiveness (FSPgo On-Demand Webinar)
Program Overview The Paycheck Protection Program (PPP) can be a great program for organizations, but its rules are complicated and ever-changing. This session will review the mechanics of PPP loan forgiveness, options available to borrowers, and the process of applying. Learning Objectives: Understand what factors impact the amount of PPP loan forgiveness Understand options borrowers [...]
Financial Planning
Navigating the Skew: Strategies for Facing the Underperforming Majority (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
Financial Planning
New Late-Stage College Planning Strategies in the Post-COVID-19 World (FSP Institute On-Demand)
Program Overview This past year has resulted in some of the most significant changes to the college planning process in decades. Helping families navigate the college process was complex before the pandemic, and then schools changed admission policies, there was a massive overhaul of the FAFSA, and colleges changed their financial aid policies under threat [...]
Estate Planning
Program Overview This webinar will look at financial planning in light of President Biden’s proposals on capital gains, estate planning, and taxation. With taxes potentially going up, life insurance can play many critical roles in planning for this new environment. Combining life insurance with the revolutionary new world of trusts can produce an unbeatable financial [...]
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
- Use promo code FSPGOOXFFIN at checkout to save £100 on the Oxford FinTech Program
- Price: £2,650 (~$3,750 - current exchange rate)
- By clicking "Buy Now" you will be redirected to Esme Learning to complete your purchase.
Financial Planning
This article appeared in the September 2021 Journal of Financial Service Professionals.
Free to FSP members. Visit the Member Resources page (log-in required).
Financial Planning
This article appeared in the January 2022 Journal of Financial Service Professionals.