Many of our live webinars are free to members. Most live webinars are recorded, archived and available for viewing in your classroom 3 months after the live event. Click on the title below to register for a course.Important Note: Continuing education credit for LIVE programs will be automatically submitted and reported to CFP Board on your behalf based on full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.
Please note the CE credit is only offered for the live presentation on the date and time of the event
Join March's Journal contributor Caroline Demirs Calio J.D., and financial advisor Mark Coffey, JD, CFP®, to discuss the most common mistakes in estate planning, and how planners can help clients avoid them. Their discussion is followed by a live Q and A, moderated by Mark Prendergast, one of FPA's Knowledge Circle hosts.
Parents say paying for their children’s college education is a top financial goal, sometimes ranking ahead of retirement savings. Relatively few save in 529 plans and even fewer use prepaid tuition 529 vehicles. Private College 529 Plan is not limited by state restrictions and is an option financial advisers should consider when clients want the hope of private higher education for their children.
Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance. While this has proven elusive for most investors, the study demonstrates how relationship-oriented value can add about 3% in net returns, depending on a client's circumstances, while also improving client retention.
1) Review the more reliable benefits of your client relationships beyond outperformance, which has proved elusive for most investors.
2) Quantify the relationship-oriented wealth management services outlined in Vanguard's Advisor's Alpha concept.
3) Summarize the benefits to planners, including better alignment with client needs and improved client retention.
Join Elizabeth Loewy, General Counsel and Senior Vice President of Industry Relations for EverSafe, for a special webinar in which she will focus on ways financial advisers can help prevent fraud and abuse by using common tools such as guardianship, powers of attorney and technology. She will explain how to create a family fortress for clients and their families by utilizing sophisticated technology. Elizabeth will also address the FINRA and NASAA proposals related to senior investors.
Join Harry S. Margolis, Elder Law Attorney at Margolis & Bloom, LLP, for a special webinar in which he will explore the possible policy changes facing older Americans under the new Trump administration, such as: Medicare, Medicaid, repealing the Affordable Care Act, and more. Harry will discuss the proposals set forth by Congress, the likelihood of their success, and their effects on elder care in the United States.
Please note that CE credit is only for the live version of the course, and not the recording.
Join April's Journal contributor Susan Kornegay, CFP, and eldercare consultant Annalee Kruger, president of Careright Inc., as they share their many years of experience and knowledge, offering tested strategies for planners when addressing what Kornegay identifies as the six major areas of needs and concerns that affect seniors and their families. Their discussion is followed by a live Q and A, moderated by one of FPA's Knowledge Circle hosts.
It's no secret that all retirement calculators are not created equal, and it's been well reported that the same inputs receive varying longevity results across retirement tools. Now, research shows that many of these calculators cheat investors out of six or more years of retirement income by using inefficient drawdown strategies.This discovery comes from the research article, "Tax-Efficient Withdrawal Strategies," published in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Join Retiree Income for this educational webinar to hear the research authors debunk the conventional wisdom around tax-efficient retirement withdrawals, which suggests that in investor should withdraw funds from one account at a time moving to the next one after the previous is exhausted, starting with tax-deferred accounts and moving to tax-exempt accounts. Meyer and Reichenstein will demonstrate that this conventional wisdom, which many retirement income tools are built on, is not the most tax efficient.
Obtain a basic understanding of Neuroeconomics and practical applications for incorporating financial planning techniques into your financial planning process thus enabling client's ability to make financial decisions at the right time. These decisions impact all aspects of financial planning including investment advice, estate planning, security, cash flow, etc.