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FSP INSTITUTE

January 26-29, 2025    |    Margaritaville Hotel, Nashville, TN



Institute Agenda

Topics to include:

  • ESOPs
    • |
  • Financial Gerontology
    • |
  • Next Generation Estate Planning
  • Opportunity Zones
    • |
  • Post-Mortem Estate Planning
  • Social Security Optimization
    • |
  • Special Needs Planning

Sunday, January 26

5:00-6:00 pm – Registration and Reception

6:00-7:00 pm – Dinner

7:00 pm – Presentation of the Ken Black Leadership Award

Monday, January 27

7:15 am – Registration and Continental Breakfast

8:00-9:50 am
Session 1

10:00-11:50 am
Session 2
12:00 pm – Sit-down Lunch

1:00-3:50 pm
Session 3

5:00-6:00 pm – Reception

6:00-7:00 – Hospitality Suite (sponsored by Ash Brokerage)

Tuesday, January 28

7:15 am – Continental Breakfast

8:00-9:50 am
Session 4

10:00-11:50 am
Session 5

12:00 pm – Sit-down Lunch

1:00-3:50 pm
Session 6
5:00-7:00 pm – Reception and dinner

Wednesday, January 29

7:15 am – Continental Breakfast

8:00-9:50 am
Session 7

10:00-11:50 am
Session 8 
12:00 pm – Adjournment
 

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Event Sponsors

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Gold Partners

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New York Life Insurance Company

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