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Bryn Mawr Trust Weekly Market Summary August 25, 2014
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08/27/14
Monetary policy, both in the U.S. and abroad, took center stage last week amid continued escalating conflicts in the geopolitical arena and signs of a broadening U.S. recovery with positive economic r …


Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
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08/27/14
This is one in a series of Under the Hood articles that provides insight into common issues faced by advisors and their clients. Medicare was created through Title XVIII of the Social Security Act in …


Why Fixed Annuities Are Smokin’ Hot
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08/27/14
Fixed annuities were smoking in second quarter. Smoking hot, that is. According to the latest individual annuity sales estimates from LIMRA Secure Retirement Institute (LIMRA SRI), total fixed annuity …


Wealth Management and the New American Family
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08/27/14
Over the decades, we’ve watched a dizzying succession of TV families as they have mirrored the evolving American family. We watched the blended Brady Bunch family in the ’70s, the working mother and w …


Correcting a Common Misconception about Alternative Investments
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08/27/14
“Investors in alt funds haven’t fared well. The Standard and Poor’s 500 stock fund has gained an average 19.57% the past three years, with dividends reinvested. Most alt funds have lagged.” USA Today, …


RECENT AND UPCOMING EVENTS

Sep 18, 2014 Sponsored Education Online
Free to Members
Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
Sponsored by Guardian


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 Members
TBD
Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer


Oct 15, 2014 Audio/Web Conference
TBD
Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.


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)


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
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Topic TBD. Details coming soon.


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