03/29/2023 Estimating the True Cost of Retirement – David Blanchett – Rebroadcast

“Estimating the True Cost of Retirement” by David Blanchett, CFA, CFP®, AIFA WEBINAR – Wednesday, March 29, 2023, 12 – 1 PM EDT Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total […]

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04/04/2023 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 – Tuesday, April 4, 2023, 3  –4  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 […]

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04/12/2023 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber – Rebroadcast

“5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility” by Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC Webinar – Wednesday, April 23, 2022 @ 2 – 3 PM EDT Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make […]

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04/20/2023 Women Vulnerable in Retirement: Housing Wealth Solutions- Shelley Giordano – Live Webinar

“Women Vulnerable in Retirement: Housing Wealth Solutions” by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning University of Illinois  Webinar – Thursday, April 20, 2023, 2 – 3 PM EDT Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, […]

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04/24/2023 Adapting Your Communication Style for More Effective Client Relations – Joseph Tabers – Rebroadcast

“Adapting Your Communication Style for More Effective Client Relations” by Joseph Tabers, CSP, President, Productive Training Services, Inc. Webinar – Monday, April 24, 2023, 1 – 2 PM EDT Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward […]

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05/02/2023 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Rebroadcast

“Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings” by Emily Gang, Owner of The Medicare Coach Webinar – Tuesday, May 2, 2023, 3 – 4 PM EDT It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.  However, they might perceive […]

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05/10/2023 Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions – Andrew Shedlock – Rebroadcast

“Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions” by Andrew Shedlock, Partner, Kutak Rock, LLP Webinar – Wednesday, May 10, 2023, 2–3 PM EDT The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment […]

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05/22/2023 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 – Monday, May 22, 2023, 1 – 2 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 […]

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05/31/2022 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy – Russell Wild – Rebroadcast

“Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy” by Russell Wild, MBA, Principal of Global Portfolios Webinar – Wednesday, May 31, 2023, 12–1 PM EDT Unlike stocks, which date back only several hundred years, bonds go back many thousands. The first known bond was issued around 2400 BC in […]

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06/05/2023 – 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, June 5, 2023, 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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06/19/2023 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, June 19, 2023, 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, […]

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