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 […]
Adapting Your Communication Style for More Effective Client Relations Buy now for $29 Overall Rating: 4.6 / 5 Adapting Your Communication Style for More Effective Client Relations –Joseph Tabers Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward […]
Through the Looking Glass: Three Popular Retirement Income Philosophies Buy now for $29 Overall Rating: 4.4 / 5 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three […]
Estimating the True Cost of Retirement Rebroadcast a Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it […]
Behavioral Finance: Why Do We Do the Things We Do Buy now for $29 Overall Rating: 4.9 / 5 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true […]
Women and Retirement Buy now for $29 Overall Rating: 4.4 / 5 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them. In retirement, women are more […]
Grief Literacy for Financial Advisors: Engaging the Bereaved Client Buy now for $29 Overall Rating: 4.8 / 5 Grief Literacy for Financial Advisors – Kathi Balasek, MA As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work […]
11/01/2023 Retirement Planning Beyond the Dollars and Cents Rebroadcast at 2-3 PM EDT Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, […]
12/14/2023 The Psychology of Retirement Rebroadcast at 2-3 PM EST Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura What if your biggest retirement threat is not inflation, health care costs, or running out of money? While these are important, each one pales in comparison to running out […]
The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is […]
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness Buy now for $29 Overall Rating: 4.4 / 5 View a short clip of this presentation on YouTube. What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson Some workers seek out retirement planning information — […]