FSP Institute 2024
Date: 2024-01-28
Dates: January 28-31, 2024
Location: Jacksonville, FL
Description
The Society of Financial Service Professionals’ annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.
The program agenda includes:
- Best Practices in Buy-Sell Planning (especially after Connelly)
- Tax and Estate Planning for Art and Other Collectibles
- Navigating the Complex Issues of Affluent Families and Closely Held Businesses:
A View from a Collaborative Team - Alternative Investments and Portfolio Construction: A Risk-Based Framework
- The Impact of SECURE 2.0 Act on Employers
- Tax Mitigation and the Cash Balance Plan
- Midlife Wealthy Divorce and Blended Next Families
- Planning Ideas to Kick Off 2024 and Beyond
- Getting to Know Medicare