2020 Conference Recordings
Academic Research Presentations (JFP/AFS), Part 2Product not yet rated Contains 4 Component(s), Includes Credits
Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners
Giving Back with Pro Bono Financial PlanningProduct not yet rated Contains 3 Component(s)
The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.
3 Planners - 15 Questions - 15 minutesProduct not yet rated Contains 3 Component(s)
Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.
Beyond Referrals: How to Help the Next Generation of Advisors Grow Your FirmProduct not yet rated Contains 3 Component(s)
Most likely, hard work from founders who were tenacious networkers got you to where you are today. Sales and marketing are different now, with proactive outreach shifting from direct contact to education through content and slow nurturing of prospects
Guaranteed Income: The Forgotten Household AssetProduct not yet rated Contains 4 Component(s), Includes Credits
Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability.
Intentional Business Leadership in Times of Change and UncertaintyProduct not yet rated Contains 3 Component(s)
In times of great challenge and uncertainty, business leadership is critical.
New Approaches to Using Variable Annuities for Lifetime IncomeProduct not yet rated Contains 4 Component(s), Includes Credits
Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns unavailable for an investment portfolio.
The Hardest Retirement Gap To Fund And Protect: The Psychological Side Of Life After WorkProduct not yet rated Contains 4 Component(s), Includes Credits
There is a new narrative in retirement planning! One where Behavioral Economics and Positive Psychology are used to help clients plan for the psychological aspects of retirement.
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