Continuing education webinars
Upcoming webinars
Top 10 advanced annuity and IRA planning ideas
Credit hours: 1 | Approved in all states
Intended for CFP®, CIMA®, CLU®, ChFC®
Creating a robust retirement income plan is one of the most crucial responsibilities for a financial professional. While some may depend on traditional methods, others utilize advanced annuity and IRA planning strategies. These approaches not only offer personalized and sustainable income solutions but also enhance tax efficiency for clients.
Join our CE Webinar as we discuss:
- Optimizing Retirement and Charitable Strategies
- Advanced Annuity Planning Techniques
- Trust and Long-Term Care Solutions
Women and Retirement: Position your practice to serve more women
Credit hours: 1 | Not approved in: IN, NY, NC, WA, WV, WY
Intended for CFP®, CIMA®, CLU®, ChFC®
This presentation educates advisors on the importance of working with women in order to meet the unique financial planning needs of their female clients as well as grow their advisory practice. The presentation also addresses the changing landscape within the female demographic, shifting economic trends and the retirement challenges all women face. The presentation offers actionable insights regarding Social Security, Health Care, Taxation, Legacy planning and Long-Term Care. It also explores possible solutions such as guaranteed income, Long Term Care insurance and life insurance.
Social Security: The choice of a lifetime
Credit hours: 1 | Approved in all states
Intended for CFP®, CIMA®, CLU®, ChFC®
Deciding when & how to file for Social Security is one of the most important financial decisions clients make. Social Security is also one of the most complex decisions clients face. Clients expect their financial advisors to help them with guidance on making their Social Security decisions.