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Sustainable Spending For Retired Clients
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09/23/14
Once you decide that your client needs to supplement her income by taking distributions from an investment portfolio, you need to choose a spending policy. A spending policy is the method for determin …


Top Five Reasons to Situs Your Irrevocable Trust in a Different Jurisdiction
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09/23/14
Most estate planners automatically situs their clients’ irrevocable trusts in the jurisdiction in which the client resides without considering the possibility of using a different jurisdiction. This i …


The Impact of New Health Care Funding Taxes on Business Owners
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09/23/14
The federal income tax treatment of business income for both the business and its owner is a complex topic. Tax minimization, of course, is an extremely important goal when selecting the form of busin …


Survey Finds Modern Families Gripped by Financial Insecurity
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09/23/14
In 1970, nearly 40 percent of families in the U.S. identified as “traditional,” meaning those headed by a married opposite-sex couple having at least one child under age 21 living at home. Fast-forwar …


RECENT AND UPCOMING EVENTS

Sep 24, 2014 Sponsored Education Online
Free to Members
The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC


Oct 07, 2014 Sponsored Education Online
Free to All Attendees
Charitable Remainder Trusts (CRT): Back to the Future
Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society


Oct 15, 2014 Audio/Web Conference
Defined Benefit Plans: An Underutilized Planning Tool
Mary Read, CPC, QPA
Defined benefit plans as tax-effective planning tools.


Oct 29, 2014 Sponsored Education Online
Free to Members
Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
Sponsored by Securities America.


Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


Dec 03, 2014 Audio/Web Conference
TBD
Topic - Life Insurance in Pension Plans (details coming soon)


Dec 10, 2014 Sponsored Education Online
Free to Members
TBD
Richard M. Weber, MBA, CLU, AEP
Summary: Practical Applications of "Life Insurance as an Asset Class" - 3 Case Studies.
Sponsored by Guardian. Details coming soon.


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


Feb 18, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


May 20, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


 

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