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Date Event Title Event Type
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 21–
Oct 21, 2014
Tips for Selecting Social Security Benefits Chapter:
Rocky Mountain Chapter FSP
Time: 07:05 AM – 09:00 AM
Location: Glenmoor Country Club
110 Glenmoor Dr
Cherry Hills Village CO
  Speaker(s): Samuel E Van Why, CLU, ChFC  
  Summary: With the tsunami already starting with baby boomers at or approaching retirement age, the importance of Social Security is magnified with the loss in value of our 401(k) accounts or IRAs from the stock meltdowns in the past decade. Social Security is providing roughly 40% of the income for those over 65. As I talk with students and other baby boomers, I see that many do not understand or are not aware of many of the options that are available, or how to determine which option would be best. Selecting the wrong benefit option may be costing participants thousands and thousands of dollars over their 20 or 30 or more years of retirement. We will first review concepts and rules pertaining to retirement benefits under Social Security, then analyze how they fit together to provide options for your clients, and then see how we can assist clients in selection of the option that will best meet their objectives.  
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
Dec 10, 2014 TBD Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Summary: Practical Applications of "Life Insurance as an Asset Class" - 3 Case Studies.
Sponsored by Guardian. Details coming soon.
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
11 Events Returned
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