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Sizing Up a Client’s Lifespan
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09/19/14
If you’re helping your clients with insurance decisions, the “Commissioners 2001 Standard Ordinary Mortality Table” is a good place to start.This mortality table is the gold standard for determining h …


Now Is A Tough Time To Retire
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09/19/14
A common question I receive when speaking to groups of financial advisors is whether it is a bad time for clients to purchase individual bonds or income annuities in today’s low-interest-rate environm …


Women fail to maximize Social Security payments
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09/19/14
Although they need it most, with longer life expectancies and often less saved from other sources for retirement, women fail to make the most of Social Security payments by filing early.


Strategies For Mitigating The Net Investment Income Tax: Reducing MAGI and AGI
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09/19/14
Remember that a key consideration when exploring planning strategies for mitigating a taxpayer’s NIIT liability is to determine whether the NIIT would be imposed on a taxpayer’s Net Investment Income …


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)


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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