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 […]
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 […]
Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Buy now for $29 Overall Rating: 4.4 / 5 The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment option in a 401(k) plan. Fidelity Investments […]
10/03/2023 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more […]
Alternative Investments: The Investments That Are No Longer Optional Buy now for $29 Overall Rating: 4.3 / 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 it and […]
Age Wave: Meeting the Elder Planning Needs of Today’s Retiree 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 trillion of their assets will be […]
04/23/2023 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility Rebroadcast at 2-3 PM EDT 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. […]
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, […]
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 […]
Advance Care Planning: A Critical Component for Building Client Relationships 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 helping clients navigate complex health […]
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, […]
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 […]