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September 2019

September 17th @ 9:00 – 10:00a.m. – Solving the Middle American Retirement Crisis: Best Practices Using Guaranteed Income

September 17 @ 9:00 am - 10:00 am

Program Overview Americans face a variety of current risks: market uncertainty, political volatility, changing monetary policy, and increasing longevity.  Planners face the challenge of navigating through these obstacles to build a successful financial services practice, attract new clients, and remain relevant with today's demographic shift from the workforce to retirement.  Placing guaranteed income enhances the probability of success, but at the cost of our assets under management.  Finding the correct balance to grow the business while remaining out of a…

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September 25th @ 9:00 – 10:00a.m. – Social Security Planning for 2019 and Beyond

September 25 @ 9:00 am - 10:00 am

Program Overview Social Security remains highly relevant to middle- and upper-middle-income retirement income plans.  With proposed changes in the air, your clients and prospects will have questions top-of-mind.  A strong working knowledge of how the system works today, specifically in the context of a financial plan, will equip you to make Social Security a core differentiator for your retirement income practice.   Attendees will learn: The relationship between claiming early and claiming late Key considerations when reading the Social Security…

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October 2019

October 1st @ 9:00 – 10:00a.m. – The Next Now®: Setting Your Clients Up for Retirement Success

October 1 @ 9:00 am - 10:00 am

Program Overview Clients are challenged with a number of financial realities as they approach retirement, and preparation to transition to their Next Now (Retirement) is critical to their success.  Even though consumers are defining retirement differently than their parents did, it's important they have a plan and solutions to address their specific needs, which requires a full 360-degree approach to assisting them along this journey.  Being equipped with approaches that work and conversation starters to employ is key as you…

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FSP-Sponsored Long-Term DI Plan

October 8 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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October 22nd @ 9:00 – 10:00a.m. – There’s No Such Thing as a Blended Family: Effective Estate Planning Solutions for Today’s Challenges

October 22 @ 9:00 am - 10:00 am

This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society. Program Overview Today's families take many forms.  There are married couples with children from previous marriages who have children together, couples who are not married and have children from previous unions, families with children born of surrogates, grandparents who have adopted their own grandchildren - just to name a few.  These families have all sorts of complex estate and financial planning issues, including: the…

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November 2019

Webinar TBD

November 19 @ 9:00 am - 10:00 am

Details and Registration coming soon.

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December 2019

Webinar TBD

December 3 @ 9:00 am - 10:00 am
CA United States

Details and Registration coming soon.

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Planning the Disposition and Management of Closely Held Businesses

December 11 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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January 2020

Integrating Estate Planning into Retirement Planning

January 8, 2020 @ 9:00 am - 10:00 am

Co-Sponsored by Society of Financial Service Professionals and American Academy of Attorney-CPAs Details and Registration Coming Soon

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Webinar TBD

January 22, 2020 @ 9:00 am - 10:00 am

Detail and Registration Coming Soon

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