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Boomers with aging parents seek advisors' elder-care expertise
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10/31/14
Baby boomers and their elderly parents are flocking to advisory practices that incorporate both financial planning and elder-care expertise—when they can find them. A handful of financial advisors acr …


Spreads Widen Amid Market Volatility
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10/31/14
Over the past few weeks, the equities and bond markets have shown a decent amount of volatility. In this CreditMatters TV segment, Standard & Poor's Associate Director Gregg Moskowitz explains the key …


Help clients choose an executor
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10/31/14
Acting as an executor can be difficult when the estate plan is straightforward, but it becomes even more so when the plan is complicated — as is often the case with a blended family's estate plan — or …


Survey Underscores The Power Of 401(k)
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10/31/14
If ever there were a reason for middle-class Americans to sign up for an employer-sponsored retirement plan, this would be it: The median amount saved by people with 401(k)s compared to those without …


RECENT AND UPCOMING EVENTS

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
Enhanced Plan Benefits
Mary Read CPC, QPA
The benefits of life insurance in qualified retirement plans.


Dec 10, 2014 Sponsored Education Online
Free to Members
Practical Applications of "Life Insurance as an Asset Class"
Richard M. Weber, MBA, CLU, AEP
Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian


Jan 14, 2015 Sponsored Education Online
Free to Members
TBD
Sponsored by iTransact. 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 02, 2015 Sponsored Education Online
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TBD
Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.


Feb 18, 2015 Video Teleconference
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Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.


Mar 04, 2015 Audio/Web Conference
TBD
Topic - Layering Plans. Details coming soon.


May 14–
May 15, 2015 Clinic
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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.


Jun 10, 2015 Sponsored Education Online
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Sponsored by iTransact. Details coming soon.


 

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