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Medicare and Retirement Planning
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10/02/14
Many financial advisors are finding themselves trying to answer Medicare questions to their growing – and aging – customer base. And the volume of questions may greatly increase during the upcoming An …


Four Misconceptions About Succession Planning
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10/02/14
Independent financial advisors face many challenges on a day-to-day basis. At the typical firm the advisor is forced to think about marketing and client service, investments, administration and compl …


Estate planning: Not just for the 1%
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10/02/14
There's a common misperception that estate planning is reserved for the wealthy, as an attempt to shield assets from the grasp of Uncle Sam—but nothing could be further from the truth. In fact, estate …


Annuities With LTC: 2 Great Things That Go Great Together
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10/02/14
Annuities that offer long-term care riders don’t get a lot of attention in industry news. But brokerage general agent Michael Smith said clients definitely are interested, and the product does sell wh …


RECENT AND UPCOMING EVENTS

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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