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What’s Trending in The Estate-Planning World
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07/29/14
There are many interesting estate-planning developments currently taking place. Here are four that practitioners should know about.


Advisor Offers Advice To The 'Sandwich' Generation
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07/29/14
Whether we like it or not, millions of Americans in their 40s and 50s will at some point have to deal with three generations living in their household: their own, their children and their parents. It’ …


5 Longevity Annuity Questions and Answers
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07/29/14
On July 1, the Treasury Department released the long-awaited final regulations for qualifying longevity annuity contracts (QLACs). These new annuities will offer advisors a unique tool to help clients …


Millennial Workers: An Emerging Generation of Super Savers
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07/29/14
Millennial workers are an emerging generation of retirement super savers. Unlike their parents’ generation, most expect their primary source of income in retirement to be self-funded through retiremen …


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
Free to Members
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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