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Estate Planning: A Ranking of Good Assets and Bad Assets
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09/01/14
Some assets are terrific holdings in estates. Go to your grave clutching them. Some are bad for heirs. Play hot potato with them during your senior years. What follows is a tax ranking for retirement …


Why investment products are a key priority for retirement income providers
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09/01/14
The retirement income market is projected to grow to $12.9 trillion by 2020, new research shows. Hearts & Wallets unveils this finding in its “2014 Retirement Income Competitive Landscape Survey.” One …


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Sep 18, 2014 Sponsored Education Online
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Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
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Sep 24, 2014 Sponsored Education Online
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The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
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Oct 07, 2014 Sponsored Education Online
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Topic - Charitable Remainder Trusts. Details coming soon
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Oct 15, 2014 Audio/Web Conference
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Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.


Oct 29, 2014 Sponsored Education Online
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Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
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Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


Dec 03, 2014 Audio/Web Conference
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Topic - Life Insurance in Pension Plans (details coming soon)


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