10/19/2023 Be Careful of What You Represent: Understanding Chronic Illness Rider Variations on Life Insurance Live Webinar at 2-3 PM EST Buy now for $29 Overall Rating: Not yet rated / 5 Advisors are turning to life insurance to meet their clients’ long-term care insurance needs. But do they understand the fine distinctions of the […]
12/07/2023 AI in Action: Exploring the Use of ChatGPT in Retirement Planning Live Webinar at 2-3 PM EST Buy now for $29 Overall Rating: Not yet rated / 5 The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational […]
11/16/2023 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients Live Webinar at 2-3 PM EST Buy now for $29 Overall Rating: Not yet rated /5 Approximately 25% of adults aged 65 and older are living with either Mild Cognitive Impairment or Alzheimer’s disease/related […]
11/28/2023 Snowbirding – Living in More Than One Location in Retirement Rebroadcast 3-4 PM EST Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, […]
Retirement Income Using Charitable Strategies Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance […]
12/27/2023 Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio Rebroadcast at 1-2 PM EST Buy now for $29 Overall Rating: 4.6 / 5 Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio – Russell Wild Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good. […]
SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs Buy now for $29 Overall Rating: 4.5 / 5 SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs – Denise Appleby The proposed RMD regulations contradict industry interpretations of the SECURE Act regarding the distribution option for beneficiaries of IRAs and employer plans. However, […]
10/23/2023 The “Shadow Caregiving System” Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.3 /5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting […]
Navigating the Critical Ages of Retirement Income Planning Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities […]
Women Vulnerable in Retirement: Housing Wealth Solutions Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. […]
How to Use Reverse Mortgages to Secure Your Retirement Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources […]
Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy Buy now for $29 Overall Rating: 4.4 / 5 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy – Wade Russell Unlike stocks, which date back only several hundred years, bonds go back many thousands. The […]