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Advisors help out when sandwich generation gets squeezed
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09/18/14
About seven years ago certified financial planner Avani Ramnani watched as two clients, a married couple, moved the wife's elderly mother into their home for an anticipated short-term situation. Today …


What’s the Deal on Maximizing Social Security?
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09/18/14
After decades of paying into the program, maximizing Social Security is a topic of foremost concern to clients approaching retirement. Deciding when and how to claim benefits is a challenging financia …


New Hybrid Indexed Annuities Balance Market Volatility
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09/18/14
Fixed annuities have taken the market by storm this year, as carriers have responded to growing client demand for financial products that provide a guaranteed level of income. Much of this growth, how …


Immediate Annuities and Gift Planning - Part Two
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09/18/14
Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable planning scenarios.


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The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
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Oct 07, 2014 Sponsored Education Online
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Charitable Remainder Trusts (CRT): Back to the Future
Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
Fourth in a series of four on charitable planning after ATRA
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Oct 15, 2014 Audio/Web Conference
Defined Benefit Plans: An Underutilized Planning Tool
Mary Read, CPC, QPA
Defined benefit plans as tax-effective planning tools.


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
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