02/28/2024 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients – Quinn Kennedy – Rebroadcast

“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 – Wednesday, February 28, 2024, 2  – 3 PM EST Approximately 25% of adults aged 65 and older are living with either Mild Cognitive […]

Read more →

Posted in:

Leave a Comment (0) →

03/11/2024 Incorporating the Housing Asset in Retirement Income Planning – Shelley Giordano – Rebroadcast

“Incorporating the Housing Asset in Retirement Income Planning” by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning University of Illinois  Webinar – Monday, March 11, 2023, 1 – 2 PM EDT For middle-income retirees, home equity is the largest asset they have after the present value of their […]

Read more →

Posted in:

Leave a Comment (0) →

03/25/2024 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig – Rebroadcast

“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 – Monday, March 25, 2024, 1 – 2 PM EDT The retirement planning landscape is rapidly […]

Read more →

Posted in:

Leave a Comment (0) →

04/02/2024 Guaranteed Income: The Forgotten Household Asset – David Blanchett – Rebroadcast

“Guaranteed Income: The Forgotten Household Asset” by David Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management Webinar – Tuesday, April 2, 20243, 3 – 4 PM EDT Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a […]

Read more →

Posted in:

Leave a Comment (0) →

04/08/2024 Determining Your Client’s Retirement Income Style – Wade Pfau – Rebroadcast

“Determining Your Client’s Retirement Income Style” by Wade Pfau, Ph.D., CFA, Professor of Retirement Income Webinar – Monday, April 8, 2024, 1 – 2 PM EDT As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, […]

Read more →

Posted in:

Leave a Comment (0) →

04/22/2024 Maximizing Retirement Success: Beyond Assets and Liabilities – Chia-Li Chien – Rebroadcast

“Maximizing Retirement Success: Beyond Assets and Liabilities” by Chia-Li Chien, PhD, CFP®, PMP®, CPBC Webinar – Monday, Arpil 33, 2024, 1–2 PM EDT The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees. Dr. Chien will delve into […]

Read more →

Posted in:

Leave a Comment (0) →

05/01/2024 Understanding How Different Types of Annuities Work – Wade Pfau – Rebroadcast

“Understanding How Different Types of Annuities Work” by Wade Pfau, Ph.D., CFA, Professor of Retirement Income Webinar – Wednesday, May 1, 2024, 2 – 3 PM EDT Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there […]

Read more →

Posted in:

Leave a Comment (0) →

05/06/2024 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE – Derek Graham – Rebroadcast

“Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE “ by Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC Webinar – Monday, May 6, 2024, 1–2 PM EDT Parents of a child with developmental disabilities have a variety of financial implications to consider. From […]

Read more →

Posted in:

Leave a Comment (0) →

05/20/2024 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Rebroadcast

“Impact of Retirement Age Uncertainty on Retirement Outcomes” by David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management Webinar – Monday, May 20, 2023, 1  –2  PM EDT While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the […]

Read more →

Posted in:

Leave a Comment (0) →
Page 1 of 2 12