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OnDemand Webinar: Using Digital and Social Media to Acquire and Expand Client Relationships

Using Digital and Social Media to Acquire and Expand Client Relationships

Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients. This topic will describe how to establish your personal brand and engage clients using...

OnDemand Webinar: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

Available as OnDemand Webinar, MP3 Download, Video, Video, Video

OnDemand Webinar: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

CPE credit available

OnDemand Webinar: Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Understand modern life insurance policies to better assist and advise your clients.Professional advisors and business owners and officers often find themselves in the position of commenting or deciding upon, or even...

Available as OnDemand Webinar, MP3 Download

Live Webinar: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation. This topic will provide you with a window into a little understood and sometimes controversial asset class...

Live Webinar June 30, 2020 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Webinar, MP3 Download

CLE credit available

OnDemand Webinar: Arizona Rules on Closing the Estate and Filing the Final Tax Return

Arizona Rules on Closing the Estate and Filing the Final Tax Return

Learn methods of closing the estate in Arizona and how to reduce income tax liability in the final year of the estate.You will gain familiarity with the Arizona statutes and rules governing the closing of a probate...

OnDemand Webinar: Top IRA Planning Strategies

Top IRA Planning Strategies

Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.More people are facing retirement today without any fixed pension other than...

OnDemand Webinar: Tax and Estate Planning for Clients Relocating to Florida

Tax and Estate Planning for Clients Relocating to Florida

Be prepared to discuss estate planning challenges when relocating to Florida.The cost of living in high-income tax states has dramatically increased due to recent federal tax law changes limiting state and local tax...

OnDemand Webinar: Introduction to Qualified Tuition Programs (529 Plans)

Introduction to Qualified Tuition Programs (529 Plans)

Gain an understanding on how to use different 529 plans as an effective way to save for future costs of higher education. Investments in 529 plans have reached nearly $250 billion as of mid-2015.

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