Continuing education webinars

As we move into 2025, investors remain focused on where the economy and markets are headed. A new agenda in Washington is set to shape the economic landscape following a strong 2024. Across markets, equity valuations remain elevated while bond yields have moved higher in response to proposed policies. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.

Credit hours: 1 | Not approved in: ME, OK, DC, KY
Intended for CFP, CIMA, CLU/CHFC, CRPC, CRPS CPE, HIRS/SHRM

Don't risk losing a client due to lack of Social Security knowledge. In this CE presentation, we'll focus on the Social Security rules you should know and discuss integrating your client's Social Security decision into a comprehensive retirement income plan.

Credit hours: 1 | See registration page for state approvals
Intended for CFP, CPE, CLU/ChFC & CIMA

The course discusses the shortfalls of common approaches to retirement income planning (such as the 4% Rule) in that some strategies lack the level of personalization many clients desire. Alternative strategies (such as bucketing or an income floor approach) provide for greater levels of personalization, solving for each individual s unique projected spending needs and personal preferences for guaranteed income in retirement.

Credit hours: 1 | Not approved in: HI, NJ, OK, TX, VA & WA
Intended for: CFP, CPE. CLU/ ChFC & CIMA

This course will discuss planning opportunities to reduce the impact of taxes on your client's retirement income, such as net unrealized appreciation, HSAs, Roth conversions and qualified charitable deductions. We'll also cover case studies that demonstrate how the order of withdrawals can impact the longevity of a retirement income plan.

Credit hours: 1 | Not approved in: CA, MO, NV, NJ, TX, VA and WA
Intended for CPF, CIMA, CLU, ChFC, CRPC, CRPS

To avoid beneficiary designation mistakes, it is crucial to thoroughly understand the contractual details, coordinate with the client's overall planning, consider tax implications, and align the designations with the client's specific goals and preferences. This presentation covers a comprehensive approach that ensures accurate and effective beneficiary designations in line with the client's wishes and broader financial strategy.