
2018 Conference Recordings
Evolving Trends and Changing Laws
Product 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.
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- Non-member - $29
- Member - $9
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Tax-Efficient Withdrawal Strategies for Five Common Household Groups
Product not yet rated Contains 4 Component(s), Includes CreditsIn this session from FPA Annual Conference 2019 learn about tax-efficient withdrawal strategies for five common household groups.
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- Non-member - $49
- Member - $29
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Tax Reform: The Final Edition
Product not yet rated Contains 3 Component(s), Includes CreditsIt’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
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- Non-member - $49
- Member - $29
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Managing Health Care and Health Insurance Costs
Contains 3 Component(s)The health care system is a mess. Insurance is expensive, health care costs are out of control, and the care you receive is fragmented and unsafe.
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- Non-member - $29
- Member - $9
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Financial Exploitation of The Elderly
Product 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.
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- Non-member - $29
- Member - $9
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Building a Niche: Serving Women in Transition
Product 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.
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- Non-member - $29
- Member - $9
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Best Practices for Retirement Income
Product 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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- Non-member - $29
- Member - $9
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Behavioral Finance Panel
Product not yet rated Contains 3 Component(s)This panel discussion from FPA Annual Conference 2018 will help to unpack and understand the most recent trends and relevant applications of behavioral economics.
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- Non-member - $29
- Member - $9
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All in the Family: Generational Wealth Transfer
Contains 3 Component(s)This session from FPA 2018 Annual Conference will help extend advisers practice to the next generation.
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- Non-member - $29
- Member - $9
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