“Protecting Seniors from Identity Theft and Scams “ by Steve Weisman, JD Webinar – Tuesday, October 03, 2023, 3–4 PM EDT Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year. This session will identify why […]
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Leave a Comment (0) →“No Portfolio is an Island” by David Blanchett, CFA,CFP®, AIFA WEBINAR – Wednesday, October 11, 2023, 2 – 3 PM EST Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, such as stocks and bonds, […]
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Leave a Comment (0) →“Be Careful of What You Represent: Understanding Chronic Illness Rider Variations on Life Insurance – Ramona Neal” by Ramona Neal, CLU, ChFC, CLTC, REBC, President, Living Benefit Review, LLC WEBINAR – Thursday, October 19, 2023, 2 – 3 PM EDT Advisors are turning to life insurance to meet their clients’ long-term care insurance needs. But […]
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Leave a Comment (0) →“The “Shadow Caregiving System’” by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors Webinar – Monday, October 23, 2023, 1 – 2 PM EDT What is the “Shadow Caregiving System”? How is it affecting multiple generations’ […]
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Leave a Comment (0) →“CFP Board Code of Ethics and Standards of Conduct” by Darin R. Shebesta, CFP®, AIF®,CAP®, Vice President, Jackson/Roskelley Wealth Advisors Webinar – Thursday, October 26, 2023, 2 – 4 PM EDT This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code […]
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Leave a Comment (0) →“Retirement Planning Beyond the Dollars and Cents” by Robert Laura, CPRC, Retirement Activist WEBINAR – Wednesday, November 1, 2023 2 – 3 PM EDT 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 an alarming rate […]
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Leave a Comment (0) →“Social Security WEP: FOMO, IDK or LOL??” by Michael Wilson, CFP®, CRC®, MBA, Integrity Financial Planning Webinar – Monday, November 6, 2023, 1 – 2 PM EST Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP). Workers and their […]
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Leave a Comment (0) →“Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients” by Quinn Kennedy, PhD, Director of Aging Research at neuroFIT Webinar – Thursday, November 16, 2023, 2 – 3 PM EST Approximately 25% of adults aged 65 and older are living with either Mild Cognitive […]
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Leave a Comment (0) →“Social Security GPO: FOMO, IDK or LOL??” by Michael Wilson, CFP®, CRC®, MBA, Integrity Financial Planning Webinar – Monday, November 20, 2023, 1 –2 PM EST Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Government Pension Offset (GPO). Workers and their employers […]
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Leave a Comment (0) →“Snowbirding – Living in More Than One Location in Retirement” by Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Co-Director, The American College New York Life Center for Retirement Income Adjunct Professor, Advanced Planning Webinar -Tuesday, November 28, 2023, 3 – 4 PM EST As our clients prepare for retirement, many dream of splitting their […]
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Leave a Comment (0) →“AI in Action: Exploring the Use of ChatGPT in Retirement Planning” by Eric Ludwig, PhD, CFP®, Assistant Professor of Retirement Income, RICP® Program Director, Executive Director of the Center for Retirement at The American College of Financial Services WEBINAR – Thursday, December 7, 2023, 2 – 3 PM EST The retirement planning landscape is rapidly […]
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Leave a Comment (0) →“The Psychology of Retirement” by Robert Laura, CPRC, Retirement Activist WEBINAR – Thursday, December 14, 2022, 2 – 3 PM EST 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 of family, friends, good health, […]
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Leave a Comment (0) →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions
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