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.
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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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