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Collapse 4 Easy Ways 529

 

Join  this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.

 

Level of Complexity: Intermediate

 

Formats Available: Streaming, Event
Original Course Date: May 18, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE 4 Easy Ways 529
    Collapse A Close Look at Long Term Care Solutions for Your Clients - On Demand

    Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Matthew Anderson, president of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: August 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE A Close Look at Long Term Care Solutions for Your Clients - On Demand
    Collapse An Introduction to Long-Term Care Planning - On Demand

    Protect your clients from the potential high cost of long-term care. Discover options for care, funding considerations, and how you can help clients plan ahead.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: June 14, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE An Introduction to Long-Term Care Planning - On Demand
    Collapse Best Practices for Retirement Income Planning - On Demand

     

    As the baby boomers reach retirement, advisers must solve new problems for clients. Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income, face a greater range of risks, and increasingly must solve a complex lifetime financial problem. Key retirement risks include longevity, market and the newly emergent sequence of returns, and personal spending shock. Each risk requires different income tools and risk management techniques. Two distinct schools of thought have emerged within the retirement income world: probability-based and safety-first approaches. Join Wade D. Pfau, Ph.D., CFA to learn how different retirement income tools can be combined to build more efficient retirement strategies in a way that best integrates aspects from both schools of thought.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: February 19, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Best Practices for Retirement Income Planning - On Demand
    Collapse Drive Extreme Client Loyalty by Expressing Gratitude through WOW

    Join Dr. John Evans, executive director of Janus Henderson Labs™  professional development team, to learn how to drive extreme client loyalty through a strategic approach to gratitude. Research conducted by Janus Henderson Investors with more than 300 financial advisers showed an average of $30 million more in funds than advisers using an ad hoc approach. Organic growth is not easy, but the Janus Henderson experts have built a program designed to help advisers develop, execute and maximize road plans to meet growth targets. Join us in this interactive, unique discussion that will empower you in:

    Formats Available: Streaming
    Original Course Date: October 11, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Drive Extreme Client Loyalty by Expressing Gratitude through WOW
    Collapse Elder Fraud & Financial Health - On Demand
    Note: Does Not Satisfy CFP Boad Ethics Requirement

    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.

    Level of Complexity: Overview

    Formats Available: Streaming, Event
    Original Course Date: April 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Elder Fraud & Financial Health - On Demand
    Collapse Extending the Advisor

    The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP®, an investment analyst with Vanguard's Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard's three-pronged retirement spending strategy that can be customized to meet your clients unique goals.

     

    Level of Complexity: Intermediate

    https://advisors.vanguard.com/VGApp/iip/site/advisor/researchcommentary?page=AdvisorAlpha

    Formats Available: Streaming
    Original Course Date: June 05, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Extending the Advisor
    Collapse Extending the Advisor

    Portfolio construction is a key area where planners can add value according to Vanguard's Advisor Alpha's research. Join Kimberly Stockton, investment analyst at Vanguard, to examine the five major portfolio construction decisions - asset allocation, sub-asset allocation, active or passive, asset location, and manager selection.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: March 01, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Extending the Advisor
    Collapse Is the Quality of Your Retirement Advice Losing Money for Your Clients? - On Demand

     

    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.

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: May 10, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Is the Quality of Your Retirement Advice Losing Money for Your Clients? - On Demand
    Collapse Journal in the Round: Behavioral Finance and Delivering Financial Well-Being

    Please Note CE credit is only available for the live presentation

    In this month's Journal in the Round,  Dr. Shachar Kariv, chief scientist of TrueProfile, one of the world’s top game and decision theorists and the recent chair of economics at UC Berkeley, will join Think to Perform CEO Doug Lennick to discuss their passion for behavioral finance and its essential role is shaping the future of financial advice. 

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: May 16, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Behavioral Finance and Delivering Financial Well-Being
    Collapse Journal in the Round: Client Trust and Communication in the Age of Massive Change-On Demand

    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT THE ON DEMAND RECORDING

    We have entered a time of unprecedented political and economic change that directly impacts our work as financial planners. In this month's Journal in the Round, Dennis Stearns, a CFP practitioner and one of the financial industries' leading scenario experts and futurists, and Dr. Gary Bradt, a top expert on managing through change, will discuss how to frame the conversations, helping clients prepare for change with  targeted questions and solutions that can help them feel more in control of their destiny. 

    Level of Complexit: Intermediate

    Formats Available: Streaming
    Original Course Date: October 26, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Client Trust and Communication in the Age of Massive Change-On Demand
    Collapse Journal in the Round: Estate Planning For Digital Assets

    CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING

    In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris. 

    Level of Competency: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: April 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning For Digital Assets
    Collapse Journal in the Round: Navigating the Student Loan Landscape

    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION OF THIS PROGRAM

    In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans.  He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of  loans and repayment options that financial planners can know about to help clients navigate this challenging landscape. 

     

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: February 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Navigating the Student Loan Landscape
    Collapse Managing Client Relationship Risks - On Demand

    In this informative and timely presentation, discover common mistakes, prevention strategies, and the latest on financial planning regulation and requirements needed to best protect client interests. With years of experience underwriting and insuring investment advisers, Markel’s Trent Williams, will shed light on topics ranging from arbitration statistics to cybersecurity.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: August 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Managing Client Relationship Risks - On Demand
    Collapse New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017 - On Demand

    Join William Meyer, CEO at Income Solver, and William Reichenstein, Head of Research and Endowed Professor at Baylor University to learn how the recent tax cut will impact retirement planning, creating new opportunities and risks. You will also learn tax efficient withdrawal strategies and how to apply them to Social Security and Medicare.

     

    Level of Complexity: Advanced

    Formats Available: Streaming
    Original Course Date: March 21, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017 - On Demand
    Collapse Putting  Value on Your Value: Quantifying  Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services - On Demand

     

    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. 

     

    Learning Objectives:

     

    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.

     

    Level of Complexity: Overview

    Formats Available: Streaming, Event
    Original Course Date: April 05, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Putting  Value on Your Value: Quantifying  Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services - On Demand
    Collapse Reverse Mortgages: The Cinderella of Retirement Planning? - On Demand

    With 10,000 baby boomers turning 62 every single day and over $6 trillion in home equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing. However, financial advisers have long looked at reverse mortgages as the "loan of last resort," the "ugly step-sister" of retirement planning stories. In this program, we will create a major paradigm shift in your thinking and discuss how recent program changes and groundbreaking research by the financial planning industry, and noted academics, have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  

     

    Level of Complexity: Overview

     

    Formats Available: Streaming
    Original Course Date: May 25, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Reverse Mortgages: The Cinderella of Retirement Planning? - On Demand
    Collapse The Growing Demand for Sustainable, Responsible, Impact Investing Strategies - On Demand


    Did you know, 1 out of every 5 dollars under professional management in the US is invested in a socially screened portfolio? Attend this session and learn why you should incorporate Sustainable, Responsible, Impact (SRI) investing and Environmental, Social, Governance (ESG) investment strategies into your practice. It's not a matter of if you will be asked about this type of investing but when.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: September 27, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Growing Demand for Sustainable, Responsible, Impact Investing Strategies - On Demand
    Collapse The Renaissance in Charitable Trust Planning

     

    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    Join Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: April 18, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Renaissance in Charitable Trust Planning
    Collapse To Charge or Not to Charge

    Have you been wondering how you should be compensated for your financial planning services? Join Kevin Hughes, executive vice president at Enterprise Sales, to learn insights into how your peers are charging for their services based on new research conducted by PIEtech (the creator of MoneyGuidePro).

    Formats Available: Streaming
    Original Course Date: November 15, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE To Charge or Not to Charge
    Collapse You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns - On Demand

     

    Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept. Learn how to apply relationship-oriented services such as cogent wealth management via financial planning, behavioral coaching, and guidance as a primary objective of your value proposition.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: November 13, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns - On Demand