Your Trusted Knowledge Network™

IN THE NEWS
[Archive Days]

Initiating Year-End Tax Planning Discussions to Reinforce Client Relationships
Member Login | Sign Up To View Article
11/26/14
As the season turns and the year winds down towards Thanksgiving and Christmas, most financial advisors send their clients a holiday card or a basket of goodies. Those efforts are genuinely thoughtfu …


More Seniors Facing Retirement with Student Loan Debt
Member Login | Sign Up To View Article
11/26/14
When one typically thinks of individuals facing financial hardship due to student loan debt, retirees don’t usually jump to mind. But a recent government study reveals that the number of Americans tha …


3 end-of-year focus areas for employee benefit plan administrators
Member Login | Sign Up To View Article
11/26/14
While many important functions of employee benefit planning are typically completed well in advance of the end of the year, there are a few important matters that still require attention amidst the ho …


Bryn Mawr Trusty Weekly Market Summary November 24, 2014
Member Login | Sign Up To View Article
11/26/14
The domestic equity markets, specifically the broad market S&P 500 Index (2,063.50) and the narrower Dow Jones Industrial Average (17,810.06), closed at record highs last week. On a year-to-date basis …


RECENT AND UPCOMING EVENTS

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
Topic: Save Your Clients Money On Credit Card Processing Fees, Add Highly Profitable Recurring Revenue To Your Practice. 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
Free to Members
TBD
Tom Hegna, CLU, ChFC, CASL
Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.


Feb 18, 2015 Video Teleconference
TBD
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.


Apr 22, 2015 Sponsored Education Online
Free to Members
TBD
Topic - E&O. Details coming soon.


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


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


Jun 10, 2015 Sponsored Education Online
Free to Members
TBD
Sponsored by iTransact. Details coming soon.


 

FSP News

FSP Bookstore


Amazon donates to the Foundation for Financial Service Professionals when you shop at AmazonSmile. Bookmark this link.

What's Hot

Member Favorites