2018 Conference Recordings
Evolving Trends and Changing LawsProduct not yet rated Contains 3 Component(s)
John Scroggin discusses evolving trends in tax and estate planning. He focuses on specific legal rulings and changes that affect both the average client and the affluent client.
Tax-Efficient Withdrawal Strategies for Five Common Household GroupsProduct not yet rated Contains 4 Component(s), Includes Credits
In this session from FPA Annual Conference 2019 learn about tax-efficient withdrawal strategies for five common household groups.
Tax Reform: The Final EditionProduct not yet rated Contains 3 Component(s), Includes Credits
It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. Understand the basics of new IRC Section 199A and hear an explanation of the recent changes to the Tax Code which will affect their average client
Financial Exploitation of The ElderlyProduct not yet rated Contains 3 Component(s)
Participants will learn of the new federal and state regulatory schemes, which require financial planners to serve as the frontline defense against financial exploitation of the elderly and other protected persons.
Building a Niche: Serving Women in TransitionProduct not yet rated Contains 3 Component(s)
Francis Financial released a white paper on women, money and divorce. This presentation from FPA Annual Conference 2018 will share a brief overview of the study’s findings on the financial, legal and emotional challenges women face when getting a divorce.
Best Practices for Retirement IncomeProduct not yet rated Contains 3 Component(s)
This presentation from FPA Annual Conference 2018 explains how different retirement-income tools can be combined to build more efficient retirement strategies that best integrate aspects from different schools of thought.
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