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Revisiting Spousal Impoverishment - No More Double Edged Sword
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11/28/14
On November 3, 2014, Medicaid issued a new General Information System GIS 14 MA/25 stating that GIS 14 MA/15 has been rescinded. GIS 14 MA/15 had been issued on January 1, 2014.GIS 14 MA/15 provided …


How to Maximize Post-Retirement Income: The Principles
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11/28/14
For each and every client who is retired or approaching retirement, a single key question will undoubtedly arise: how does the client determine the order in which to draw from the hard earned savings …


IRS Clarifies Key Rollover Question
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11/28/14
One of the most hotly debated issues in the retirement planning community has been whether a client with pretax and after-tax employer-plan money can roll it over in two parts — moving that after-tax …


RECENT AND UPCOMING EVENTS

Dec 03, 2014 Audio/Web Conference
Enhanced Plan Benefits
Mary Read CPC, QPA
The benefits of life insurance in qualified retirement plans.


Dec 10, 2014 Sponsored Education Online
Free to Members
Practical Applications of "Life Insurance as an Asset Class"
Richard M. Weber, MBA, CLU, AEP
Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian


Jan 14, 2015 Sponsored Education Online
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TBD
Topic: Save Your Clients Money On Credit Card Processing Fees, Add Highly Profitable Recurring Revenue To Your Practice. Sponsored by iTransact. Details coming soon.


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 02, 2015 Sponsored Education Online
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TBD
Tom Hegna, CLU, ChFC, CASL
Don't Worry Retire Happy: Seven Steps to Retirement Security.
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Feb 18, 2015 Video Teleconference
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Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.


Mar 04, 2015 Audio/Web Conference
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Topic - Layering Plans. Details coming soon.


Apr 22, 2015 Sponsored Education Online
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Topic - E&O. Details coming soon.


May 14–
May 15, 2015 Clinic
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May 20, 2015 Video Teleconference
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Jun 10, 2015 Sponsored Education Online
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Sponsored by iTransact. Details coming soon.


 

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