10/19/2023 Be Careful of What You Represent: Understanding Chronic Illness Rider Variations on Life Insurance – Ramona Neal – Live Webinar

“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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10/23/2023 The “Shadow Caregiving System” – Carroll Golden Live Webinar

“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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10/26/2023 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Live Webinar

“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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11/16/2023 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients – Quinn Kennedy- Live Webinar

“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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11/28/2023 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish – Live Webinar

“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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12/07/2023 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig – Live Webinar

“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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