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FSP Institute 2024

FSP Institute 2024

Date: 2024-01-28

Dates: January 28-31, 2024

Location:  Jacksonville, FL



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
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