Upcoming Webinars

David Blanchett

Tuesday, May 18, 2021 | 12:00 PM — 1:00 PM EDT

Estimating the End of Retirement

Presented by:
David Blanchett

Head of Retirement Research for Morningstar Investment Management LLC

The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible.

Join David Blanchett, Ph.D., CFA, CFP®, Head of Retirement Research for Morningstar Investment Management LLC, for a special presentation, when he will explore a variety of topics related to estimating “the end” of retirement, including a review of life expectancy and its drivers, the accuracy of subjective mortality estimates, the actual assumptions used by financial advisors in financial plans, as well as a model that can be used to approximate a reasonable retirement period that considers personalized mortality and the probability of success.

Learning Objectives:

  • Understand how accurate subjective life expectancy estimates are, what objective factors actually matter, and what people tend to get wrong
  • Identify the implications associated with not considering personalized mortality factors, and the extent financial advisors currently consider them
  • Determine how to appropriately estimate the length of retirement for a financial plan assuming the outcome metric is the probability of success and retirement is assumed to last a fixed period
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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Jeff Rattiner, CPA, CFP®, MBA, RFC

Tuesday, June 01, 2021 | 12:00 PM — 2:00 PM EDT

Financial Planner's Ethical Success

Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC

President and CEO of JR Financial Group, Inc.

The Financial Planner’s Ethical Success® 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 CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now