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How Tax Reform for Retirement Plans Can Affect Risk and Compliance
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07/30/14
Current legislative proposals relating to retirement benefits can be grouped into three categories: (i) those whose goals are purely fiscal, (ii) those seeking to expand the current system by adding p …


Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ Report
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07/30/14
Unchanged from last year’s projection, Social Security’s combined retirement and disability programs have dedicated resources sufficient to cover benefits for the next 19 years, until 2033. However, t …


Deductibility of Trust and Estate Expenses
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07/30/14
The Internal Revenue Service issued final regulations under Internal Revenue Code Section 67 regarding the application of the 2 percent floor to miscellaneous itemized deductions for non-grantor trust …


Bryn Mawr Trust Weekly Market Summary July 28, 2014
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07/30/14
Global markets ended relatively unchanged for the week reflecting a "wait and see" approach by market participants to the broad news tape, mixed U.S. economic data and U.S. earnings reports. Markets w …


Variable Annuity Living Benefits
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07/30/14
Variable annuity (VA) living benefits were developed around 2000 as a way to offset the inherent risks in equity investing, and provide guaranteed policy values to clients interested in retirement inc …


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
TBD
Topic - Defined Benefit Plans. Details coming soon.


Aug 26, 2014 Audio/Web Conference
Eventually Every Business Changes Hands: Are You Ready?
Creating a succession plan for your business


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


Sep 18, 2014 Sponsored Education Online
Free to Members
Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
Sponsored by Guardian


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
Sponsored by Hello My Name is, LLC


Oct 07, 2014 Sponsored Education Online
Free to Members
TBD
Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer


Nov 19, 2014 Video Teleconference
TBD
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.


Feb 18, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


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


May 20, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


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