Tuesday, April 24, 2018 | 4:00 PM — 5:30 PM EDT
Get Your Social Security Questions Answered by an Expert
Presented by:
Kurt Czarnowski
Former Communications Director at the Social Security Administration
Join Former Communications Director at the Social Security Administration, Kurt Czarnowski, for a very special town hall Q&A webinar when he will answer questions about changes to Social Security policies in recent years and how these laws will affect strategies used to maximize benefits in retirement.
Mr. Czarnowski will share important information for you to better educate your clients and he will answer your individualized questions in real-time.
Register Now
Thursday, April 26, 2018 | 11:00 AM — 12:00 PM EDT
Learn How to Model Income and LTC Scenarios in MoneyGuidePro®
Presented by:
Tom Dickson
National Leader of Financial Advisor Channel, Reverse Mortgage Funding LLC
Are all of your clients in the Confidence Zone? If not, join Tom Dickson for a MoneyGuidePro® demonstration that will feature four strategies for increasing your clients’ probability of success. Tom has worked with countless MoneyGuidePro® users to educate them on various “workarounds” for modeling reverse mortgage strategies. During the webinar, Tom will also share a workbook used to calculate future income amounts from a reverse mortgage credit line that can be added to a client plan.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their client’s probability of success and clients 62 or older with any of the following conditions:
- If you have clients 62+ with plans at-risk
- If you have clients 62+ with NO Long-term care insurance
- If you have clients 62+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now
Tuesday, May 15, 2018 | 12:00 PM — 1:00 PM EDT
The Importance of Digital Asset Planning
Presented by:
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Professor of Taxation at The American College and the Director of the New York Life Center for Retirement Income
With the rise of websites, digital commerce, and cryptocurrencies it is important to understand how ownership and transfer rights impact your clients' estate planning. However, traditional wills and trusts cannot handle complex digital assets properly, leaving millions of estates and small businesses at risk.
Join Jamie Hopkins, Esq., LLM, CFP
®, RICP
®, for a timely webinar when he will educate you on how to understand what digital assets are and how they may impact your clients' estate planning.
During the webinar, Jamie will share how to:
- Differentiate between traditional assets and digital assets
- Better understand how traditional wills and trusts are inadequate for transferring and managing digital assets
- Better understand the basics Terms of Service Agreement contract terms controlling transferability of online accounts
- Better understand how small businesses can protect their digital assets
- Review new fiduciary access laws changing how digital assets are managed in estate planning
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now
Wednesday, May 30, 2018 | 12:00 PM — 2:00 PM EDT
Financial Planner’s Ethical Dominance
Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC
President and CEO of JR Financial Group, Inc.
The Financial Planner’s Ethical Dominance
® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP
® Professional.
This session will:
- Review the elements of fiduciary standards and when they apply
- Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
- Help you determine when to communicate potential conflicts of interest
- Explain compensation disclosure requirements to clients and potential clients
- Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct
Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU and ChFC designations.
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Tuesday, June 05, 2018 | 4:00 PM — 5:00 PM EDT
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Presented by:
Scott Stewart, Esq.
California Estate & Elder Law, LLP
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch.
Join Scott Stewart, Esq. for a free webinar to learn how your clients’ planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.
Register Now