LISI Master Calendar      
Calendar Main
Show Events in these categories: Close Layer
Any   Finance and Markets   Estate Planning   Elder Care Planning   Employee Benefit / Retirement   Business Entities   Asset Protection Planning  
Charitable Planning   Multiple Categories  
June 2019
Su M T W T F Sa
            1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
Category Color Legend
  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
August 2019
Su M T W T F Sa
        1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
Monthly View | Weekly View | List View | Yearly View |     |
    
<< Prev July 2019 List of Events Next >>
Event Date / Time Category
Elder Law Institute July, 18 / No Time Elder Care Planning
Explore cutting edge issues and current trends in elder law practice.


Elder Law Institute July, 19 / No Time Elder Care Planning
Explore cutting edge issues and current trends in elder law practice.


Understanding Business Protection Needs July, 16 / 12:00 PM - 1:00 PM Multiple Categories
Advisors who work with business owners know the business is often their biggest asset and that itís probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, and what the best practices are for implementation.


Five Sustainable Estate Planning Strateg July, 10 / 2:00 PM - 3:00 PM Estate Planning
Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored.


Fight Back against the Hack: Cybersecuri July, 24 / 12:00 PM - 1:00 PM Multiple Categories
This webinar will discuss the cybersecurity risks affecting the financial services industry and will include an overview of the FSP cybersecurity insurance plan


We May Be Seeing the Beginning of Social July, 30 / 12:00 PM - 1:00 PM Multiple Categories
We may be seeing the emerging outlines of future Social Security reform. Proposed changes include a minor across-the-board benefit increase, a revised cost-of-living adjustment (COLA) calculation that uses the consumer price index for the elderly (CPI-E), special minimum benefit increases, increased thresholds for Social Security benefit taxation, imposition of a Social Security payroll tax on high earnings, inclusion of newly taxed earnings in the benefit formula, and gradual increases in the payroll tax rate.


Wealth Counsel 2019 Symposium July, 30 / No Time Multiple Categories
Symposium is a one-of-a-kind gathering of the finest minds in estate and business planning. Featuring comprehensive drafting sessions, unparalleled (and unforgettable) networking opportunities, and new techniques for growing your practice, Symposium has one goal in mind: helping you achieve the practice you want.


Wealth Counsel 2019 Symposium July, 31 / No Time Multiple Categories
Symposium is a one-of-a-kind gathering of the finest minds in estate and business planning. Featuring comprehensive drafting sessions, unparalleled (and unforgettable) networking opportunities, and new techniques for growing your practice, Symposium has one goal in mind: helping you achieve the practice you want.


Ed Slott's 2-Day IRA Workshop July, 25 / 8:30 AM - 5:30 PM Employee Benefit / Retirement
he latest IRA and tax rules and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.


Ed Slott's 2-Day IRA Workshop July, 26 / 8:30 AM - 5:30 PM Employee Benefit / Retirement
he latest IRA and tax rules and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.