2018 Conference Recordings
Plan for the 21st Century RetirementProduct not yet rated Contains 3 Component(s), Includes Credits
Older workers face a series of critical decisions as they transition from the workforce into retirement. In this session participants will learn about a game plan to address these challenges, including behavioral considerations.
Evolving Trends and Changing LawsProduct not yet rated Contains 3 Component(s), Includes Credits
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.
Annuities - The Good, The Bad, The Brutal TruthContains 3 Component(s), Includes Credits
In this FPA Annual Conference 2018 session Stan The Annuity Man will strip away all of annuity sales pitch nonsense and fully explain how these contractually guaranteed transfer-of-risk strategies can enhance your practice.
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
Managing Health Care and Health Insurance CostsContains 3 Component(s), Includes Credits
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.
Investments: Why Did You do That?Product not yet rated Contains 3 Component(s), Includes Credits
You may hire managers, buy individual securities or ETF's and build portfolios for your clients. Are your clients clear on your investment philosophy, your processes and how you execute?
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), Includes Credits
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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