Loading Events
Find Events

Event Views Navigation

Upcoming Events

Events List Navigation

June 2018

06/05/2018 Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway – REBROADCAST

June 5 @ 3:00 PM - 4:00 PM EDT

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs. Health savings accounts (HSAs) can help fill a void by offering tax efficiency and flexibility to meet retirees’ changing needs as they age. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, June 5, 2018, 3:00 PM - 4:00 PM EDT – no need to take the online…

Find out more »

06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

June 21 @ 12:00 PM - 1:00 PM EDT

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums. CFP BOARD - CE Quality Partner - Retirement Resource Center This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, June 21, 2018, Noon - 1:00 PM EDT…

Find out more »
July 2018

07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – REBROADCAST

July 10 @ 3:00 PM - 4:30 PM EDT

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income. Help women clients prepare in advance. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, July 10, 2018, 3:00 PM - 4:30 PM EDT – no need to…

Find out more »
August 2018

08/07/2018 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – REBROADCAST

August 7 @ 3:00 PM - 4:00 PM EDT

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, August 7, 2018, 3:00 PM - 4:00 PM EDT – no need to take the online…

Find out more »
September 2018

09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – REBROADCAST

September 11 @ 3:00 PM - 4:00 PM EDT

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made. Or you may take this online recorded webinar learning course at any time for This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, September 11, 2018,…

Find out more »
October 2018

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

October 2 @ 3:00 PM - 4:00 PM EDT

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security. The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, October 2, 2018, 3:00 PM - 4:00 PM EDT – no need to take…

Find out more »
November 2018

11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – REBROADCAST

November 6 @ 3:00 PM - 4:30 PM EST

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, November 6, 2018, 3:00 PM - 4:30 PM EDT – no need to take the…

Find out more »
December 2018

12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – REBROADCAST

December 4 @ 3:00 PM - 4:00 PM EST

Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries. This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, December 4, 2018, 3:00 PM - 4:00 PM EST – no need to take the online quiz to receive CE! Or…

Find out more »
+ Export Events