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GLWBs Still Rock In The Retirement Set
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08/29/14
Some industry watchers believe that guaranteed lifetime withdrawal benefits (GLWBs) will soon fall into disfavor in fixed index annuities (FIAs). One reason they cite is that the stock market is at n …


Wanted: Financial Advisors For Generation X
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08/29/14
It’s back-to-school season, so it’s a good time to talk about how agents and financial advisors can attract and train a new generation of talent to an industry that, as almost everyone knows, is in de …


Collaborative Divorce: A Win-Win Dissolution
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08/29/14
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances. Divorce is hard, but it doesn't have to be ugly. Olivia Mellan explains the coll …


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Sep 18, 2014 Sponsored Education Online
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Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
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Sep 24, 2014 Sponsored Education Online
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The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
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Oct 07, 2014 Sponsored Education Online
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TBD
Topic - Charitable Remainder Trusts. Details coming soon
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Oct 15, 2014 Audio/Web Conference
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Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.


Oct 29, 2014 Sponsored Education Online
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Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
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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
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Topic - Life Insurance in Pension Plans (details coming soon)


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Feb 18, 2015 Video Teleconference
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May 14–
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May 20, 2015 Video Teleconference
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