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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…

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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,…

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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…

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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…

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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…

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