Expanding wealth planning expertise
When it comes to navigating complex wealth management issues, we have resources to help keep your skills up to date. Plus, these presentations may help you earn continuing education credit.
Understanding Medicare: the ins and outs of Medicare coverage (CE approved)
Learn how to help your clients 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 your clients need to consider if you plan on working past 65
Understanding Social Security decisions: optimizing your benefits (CE approved)
This module covers the basics of Social Security, how to incorporate it into your clients' portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings.
Women, wealth, and wisdom: engaging your female clients and prospects (CE approved)
This module is not the typical women and investing seminar your clients may have seen in the past. And, it's not investment education. Instead, it's designed to elevate the conversations on financial planning issues that your female clients may 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.
Advanced college savings concepts (CE approved)
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.
Tax planning guides
Easily access the latest tax information by using our tax planning guide. To get answers quickly, the sections on the front are divided into tax brackets, long-term capital gains/qualified dividend rates, and more. The back provides additional information on required minimum distributions and uniform lifetime tables.
Financial professionals: contact us for more information
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