09/26/2022 Meeting the Challenges of Solo Aging Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.4 / 5 Meeting the Challenges of Solo Aging – Sara Zeff Geber Throughout the world, when elders reach a stage where they need a little help, it is almost always the adult children that provide or […]
Alternative Investments: The Investments That Are No Longer Optional Buy now for $29 Overall Rating: Not yet rated / 5 In the past ten years, meeting a client’s investment goals was fairly easy with annual equity returns of 10% and a raging bond market. An advisor could create a 60/40 portfolio for a client, set […]
08/10/2022 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Rebroadcast at 12-1 PM EDT Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 […]
5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge […]
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]
Understanding Communication Styles for More Effective Client Relations Buy now for $29 Overall Rating: 4.6 / 5 Understanding Communication Styles 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 conveying important […]
Effective One-to-One Communication for Advisors and Retirement Counselors Buy now for $29 Overall Rating: 4.6 / 5 View a short clip of this presentation on YouTube. Effective One-to-One Communication for Advisors and Retirement Counselors – Joseph Tabers One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed […]
Protecting Your Clients From Financial Abuse Buy now for $29 Overall Rating: 4.8 / 5 Protecting Your Clients From Financial Abuse – Bob Mauterstock Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected […]
07/06/2022 Advance Care Planning: A Critical Component for Building Client Relationships Rebroadcast at 12-1 EDT Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in […]
Medicare 101 – The As, Bs, Cs, and Ds of Medicare Buy now for $29 Overall Rating: 4.3 / 5 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture […]
Retirement Planning Beyond the Dollars and Cents 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, people are failing at retirement at […]
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 […]