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Women Need Advisors To Take A Straightforward Approach
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07/25/14
Insurance agents and financial advisors looking to reach women should simplify the buying process, reduce jargon, spend more time looking after the customer’s interest and maintain high ethical standa …


How to calculate Social Security's maximum family benefit
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07/25/14
The Social Security Administration estimates that 4.4 million children receive about $2.5 billion each month because one or both of their parents are disabled, retired or deceased. I often argue about …


How to Choose the Right Tools for Any Client Communication
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07/25/14
Communicating with clients—what could be more important to your law practice? After receiving an e-mail from a client, how often do you, reflexively, decide to reply by e-mail? Faced with a flood of i …


RECENT AND UPCOMING EVENTS

Jul 30, 2014 Sponsored Education Online
Free to Members
New Reasons for Annual Valuations and Life Settlements
Snow D. Inocencio
Life settlements as one solution for asset protection
Sponsored by The Lifeline Program


Aug 14–
Aug 15, 2014 Clinic
Clinic for Advanced Professionals
An in-depth educational meeting on issues of high importance to financial professionals.


Aug 20, 2014 Audio/Web Conference
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Topic - Defined Benefit Plans. Details coming soon.


Aug 26, 2014 Audio/Web Conference
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Topic - Eventually Every Business Changes Hands: Are You Ready? Details coming soon.


Sep 09, 2014 Sponsored Education Online
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TBD
Topic - Retirement Income Distribution. Details coming soon.
Sponsored by Securities America.


Sep 18, 2014 Sponsored Education Online
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Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
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Sep 24, 2014 Sponsored Education Online
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TBD
The Social Media Black Book: 7 Little Secrets Every Advisor Needs To Know To Explode Your Business. Details coming soon
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Oct 07, 2014 Sponsored Education Online
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TBD
Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer


Nov 19, 2014 Video Teleconference
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Strategies and products to offset market fluctuations


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


May 14–
May 15, 2015 Clinic
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An in-depth educational meeting on issues of high importance to financial professionals.


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