Enhancing the client experience
A well-educated client is often the best client. Our series of investor seminars will help equip your clients with everything they need to know on a range of topics, from saving for college to drawing on Social Security.
Women, wealth, and wisdom: case studies, worksheets, and checklists to empower your journey
This is not the typical women and investing seminar you may have seen in the past. And it's not investment education. Instead, it focuses on financial planning issues that we all face at various stages of life. We accomplish that by offering nine robust case studies, which will each have at least one correlated, detailed checklist, worksheet, or primer.
History lessons
If you ask what the markets are going to do, the answer would be that they're going to fluctuate!.Volatility can feel like the ups and downs of a roller coaster. While we know that past performance is not indicative of future results, when it comes to the behavior of markets, patterns often repeat themselves. Circumstances may change but patterns rarely do. History lessons is a walk down memory lane to see where we've been and a peek around the corner to see where we may be going.
Understanding Medicare: the ins and outs of Medicare Coverage
Learn how to plan for Medicare decisions by understanding the history of Medicare, the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what you need to consider if you plan on working past 65.
Understanding Social Security decisions: optimizing your benefits
Covers the basics of Social Security, how to incorporate it into your portfolio, and strategies for maximizing this benefit to supplement other sources of retirement savings.
My brain made me do it: strategies to help you make better decisions
This seminar addresses investor biases and offers suggestions on how to avoid six common investor mistakes, including anchoring, procrastination, and paralysis by analysis.
10 myths about college savings plans
Despite 529 plans' increasing popularity, some common misconceptions still persist. "10 myths about college savings plans" takes a closer look at some frequently misunderstood features of 529 plans and other investment vehicles and explores some practical strategies for saving for college.
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Advanced college savings concepts
Saving for college is often one of life’s biggest financial goals—and it can be complicated. “Advanced college savings concepts” explains the differences between 529 plans and other college savings vehicles and explores key related issues, including financial aid and estate planning.
Taking your company from successful to significant
This seminar will show you how to take your company from successful to significant by engaging in strategic exit planning that will help increase the likelihood of a successful transition. Explore business owner challenges and exit readiness realities, learn why exit planning is simply a good business strategy, understand how to potentially increase profits while increasing enterprise value, and see a case study of the exit planning process.
10 things every investor should know about investing
This seminar is designed to educate you as you strive to reach your financial goals. It includes tips on asset allocation, the importance of time in the market, and more.
Financial professionals: contact us for more information
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