At the FSP Institute, Education and Networking Opportunities Abound

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 and NAIFA members are invited to attend. 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

NAIFA members receive a discounted registration and should check the Calendar: Upcoming Events in the NAIFA Member Portal for the discount code. This is just one of the expanded member benefits NAIFA and FSP members enjoy under our newly united association.