07/06/2022 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Rebroadcast

“Advance Care Planning: A Critical Component for Building Client Relationships” by Paul Malley, President of Aging with Dignity Webinar – Wednesday, July 6, 2022, 12 – 1 PM EDT Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. […]

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07/11/2022 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast

“How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies” by Wade Pfau, Ph.D., CFA, Professor of Retirement Income Webinar – Monday, July 11, 2022, 1 –2 PM EDT “How much can I spend in retirement?” Dr. Pfau has conducted an in-depth study and authored a new book that focuses on […]

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07/26/2022 Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions – Denise Appleby – Rebroadcast

“Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions” by Denise Appleby, MJ,  CISP, CRC®, CRPS, CRSP, APA,  founder and owner of Appleby Retirement Consulting Webinar – Wednesday, July 26, 2022, 3 – 4 PM EDT One of the most inevitable transactions that will occur in a retirement account is movement […]

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08/01/2022 – How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Rebroadcast

“How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer” by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc. Webinar – Monday, August 1, 2022, 1 –2 PM EDT How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, […]

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08/10/2022 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock – Rebroadcast

“Age Wave: Meeting the Elder Planning Needs of Today’s Retiree” by Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator Webinar – Wednesday, August 10, 2022, 12–1 PM EDT The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be transferred to […]

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08/31/2021 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 – Wednesday, August 31, 2022, 12 – 1 PM EDT For middle-income retirees, home equity is the largest asset they have after the present value of their […]

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09/07/2022 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 – Wednesday, September 7, 2022, 12  – 1 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 […]

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