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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...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

OnDemand Webinar: Social Security Benefits and Other Retirement Options

Social Security Benefits and Other Retirement Options

Be able to explain to your clients alternative sources of retirement income.Statistics today show that individuals are living longer. However, many have not prepared for nor have explored the various retirement options...

Available as OnDemand Webinar, Audio & Reference Manual, Video, 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...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE credit available

OnDemand Webinar: Understanding Basis of Inherited Property and Multiple Tax Challenges

Understanding Basis of Inherited Property and Multiple Tax Challenges

It's no easy job - understand the myriad of reporting and tax challenges faced by an executor.The executor's job is no easy task. An executor is responsible for probating a decedent's will, inventorying a decedent's...

Available as OnDemand Webinar, Audio & Reference Manual

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

Professional advisors and business owners and officers often find themselves in the position of commenting or deciding upon, or even recommending, life insurance solutions presented to them or to their clients, or of...

Live Webinar: Annuity Tax and Pension Planning

Annuity Tax and Pension Planning

Learn which annuity will be most beneficial to your client. Each person’s needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose.

Live Webinar November 19, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life. Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Live Webinar November 21, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate and Financial Planning for Clients Living With Chronic Illness

Estate and Financial Planning for Clients Living With Chronic Illness

Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved. Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid...

Live Webinar December 9, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations. Business owners have additional concerns when facing gift and estate planning.

Live Webinar November 22, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients. The business is typically the cornerstone of an individual’s estate and its value.

Live Webinar December 17, 2019 1:00pm EST

CFP, CLE, CPE credit available

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