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  • Current Economic and Market Concerns Reflect Persistent Underlying Trends

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/09/2021 at 10:00 AM (MST)

    ​This session will investigate how, Covid aside, current concerns — today’s labor shortage, for instance, immigration pressures, inflation, deficit spending, and Fed policy — have roots in this country’s great demographic problem of an aging population.

    This session will investigate how, Covid aside, current concerns — today’s labor shortage, for instance, immigration pressures, inflation, deficit spending, and Fed policy — have roots in this country’s great demographic problem of an aging population.  After laying out the underlying situation, Milton will use it to offer a coherent analysis of current issues, where they will take the economy, and, of course, how markets will respond.

    Milton Ezrati

    Chief Economist

    Vested

    Milton Ezrati’s long career in finance has taught him to present compellingly on a wide variety of economic, financial, and political topics. He has spoken in North America, Asia, Europe, and the Middle East to audiences that consisted of financial professionals, academic, and political groups, and occasionally, the general public. Throughout his speaking career, Milton has been voted “Most Popular Speaker” by financial firms such as Merrill Lynch, Smith Barney, and Raymond James. During the last 13 years as the senior economist and market strategist at Lord, Abbett & Co., his talks have largely taken a top-down approach to economic and market prospects. Within that broad area, Milton has had to emphasize diverse topics from market valuation to policy analysis, to economic prospects, and even to geopolitical risks. He has spoken for corporations like CitiCorp, JP Morgan Chase, Lionel Edie & Co., Manufacturers Hanover Investment Corp., and many more. His breadth of experience enables him to speak compellingly and entertainingly to any audience with investment and political-economic interest, professional, or otherwise. Milton Ezrati is the author of Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live as well as several other books.

  • Future-proofing Your Planning Business with eMoney

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/08/2021 at 12:00 PM (MST)

    How will the financial planning and business development processes look in the future?

    How will the financial planning and business development processes look in the future? Join Joseph Buhrmann, Sr. Financial Planning Consultant with eMoney Advisor to discuss the future trends he sees taking hold as early as 2022, including ways in which data will be leveraged to empower clients and financial professionals, how integrated technology experiences allow planners to do more, and what addressing financial wellness across the masses will do to expand the boundaries of the financial planning profession. TBD will be joining Joseph to explore how these changes could impact business development efforts and pricing strategies for planning.

    • Identify key evolving areas of financial planning
    • Assess your digital marketing plan, understand the role of technology in evaluating financial planning strategies
    • Delivering an engaging client experience 

    Joseph Buhrmann, CFP®, CLU®, ChFC®

    Senior Financial Planning Consultant

    eMoney Advisor

    Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.

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  • Get Big Things Done: The Power of Connectional Intelligence

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/03/2021 at 9:00 AM (MST)

    ​We live in a world of endless meetings, emails, and constant cross-team dysfunction, duplication and delays.

    We live in a world of endless meetings, emails, and constant cross-team dysfunction, duplication and delays. Our collaboration skills aren’t always working to unlock better value in our business. As radical a concept as Emotional Intelligence was in the 90s, Connectional Intelligence is turning people into superconnectors who accelerate innovation, break down silos and foster breakthrough bottom line impact by harnessing the power of networks.

    • Learn successful tactics to address communication overload and foster authentic, innovation-driving relationships
    • Discover tools to break down silos and keep teams aligned, accountable, and motivated both in-person and online
    • Gain specific actions to foster loyalty

    Erica Dhawan

    Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named by Thinkers50 as the “Oprah of Management Thinkers”, she is the author of two books Get Big Things Done: The Power of Connectional Intelligence and Digital Body Language: How to Build Trust and Connection, No Matter the Distance. It’s 2021, the world of business is increasingly digital and work practices have changed at a blistering rate. Erica shares innovative strategies to unlock the collective power of teams, build a culture of trust across any distance and create authentic engagement to ensure competitiveness. Rated #1 on the Top Women Keynote Speakers of 2020 and featured as one of the management thinkers most likely to shape the future of business, Erica frequently appears in Harvard Business Review, Fast Company, and Wall Street Journal. Erica speaks on global stages ranging from the World Economic Forum at Davos to TEDx and for companies such as Coca-Cola, FedEx, Goldman Sachs, Walmart, SAP, and Cisco. She has degrees from Harvard University, MIT Sloan, and The Wharton School.

  • Rebroadcast - CFP Board's Code of Ethics: Elevating the Profession

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/02/2021 at 12:00 PM (MST)

    This live rebroadcast satisfies the CFP Board Ethics CE requirement.

    This live rebroadcast fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct.

    • Apply the Practice Standards when providing financial planning
    • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals
    • Recognize situations when specific information must be provided to a client
    • Act in accordance with CFP Board's fiduciary duty
    • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest

    Darin Shebesta, CFP®, AIF®

    Wealth Advisor, Jackson/Roskelley Wealth Advisors, Inc.

    Darin Shebesta, CFP®, AIF® is a Wealth Advisor with Jackson/Roskelley Wealth Advisors, Inc.  Darin graduated with a bachelor's degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, among others.

    Some of Darin's community involvement activities include past president, FPA of Greater Phoenix, 2015; member, FPA Annual Conference Task Force.  Darin has also been facilitating the CFP Ethics CE webinars for the FPA since 2018.

  • 2021 Essentials of Wealth Planning: Lessons Learned from Pandemics, Elections and Murder Hornets

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/19/2021 at 12:00 PM (MST)

    ​This comprehensive update covers the latest events and emerging trends in the retirement planning and wealth management space, including a debrief of the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing in an unsettled world.

    This comprehensive update covers the latest events and emerging trends in the retirement planning and wealth management space, including a debrief of the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing in an unsettled world.

    • Understand the current capital market environment and how to apply recent developments to clients' asset allocation policy
    • Recognize common mental mistakes clients make and use learnings to mitigate emotional biases and cognitive errors
    • Explain to clients recent developments in Washington DC, both from a legislative and regulatory perspective

    Matt Sommer, PhD, CFA, CFP®

    Head of Defined Contribution and Wealth Advisor Services

    Janus Henderson Investors

    Matt Sommer is Head of Janus Henderson Investors’ Defined Contribution and Wealth Advisor Services. Prior to Janus, Dr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney.

    Dr. Sommer received his bachelor’s degree (finance) from the University of Rhode Island, an MBA (finance concentration) from Pace University, Lubin School of Business, and a doctorate degree (dissertation: Three Essays Investigating the Bequest Intentions and Expectations of Older Adults) from Kansas State University. His doctoral candidacy research was selected for publication in the Journal of Financial Planning and Journal of Personal Finance. 

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  • Family Caregivers: How Caregiving Can Jeopardize Retirement Accounts

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/17/2021 at 12:00 PM (MST)

    ​We are in the midst of the "silver tsunami", the aging baby boomers.

    We are in the midst of the "silver tsunami", the aging baby boomers. There is a rise in Alzheimer's and dementia with family members providing the majority of their needed care. What impact do you think family caregiving has on your clients? On their finances? How are you, as their advisor, addressing the Aging Nation and Family Caregiver Crisis? Learn more about:

    • the prevalence of dementia
    • the "costs" associated with dementia on family caregivers
    • the profile of a typical family caregiver
    • why advisors benefit from identifying and addressing caregiver burnout (how many of your clients are financially supporting their parents and not contributing to their retirement account?)
    • how you can add value and ask the right questions
    • the value of an Aging Plan
    • Participants will better understand the consequences of being a caregiver and the impact on their family
    • Participants will be able to better plan for their clients and families for the caregiving continuum of retirement
    • Participants will better understand resources that are available to their client and their families should a long-term care event occur

    Chad Eyrich, CLTC

    VP, Long Term Care and Linked Benefit Sales, Ash Brokerage

    As the VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich t only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning.

    Chad was a financial advisor, managing assets for holistic plans. In addition to his Long-Term Care Professional (LTCP) and Certified in Long-Term Care (CLTC) designations, he has his life and health, and property and casualty insurance licenses. Chad serves on the advisory board for the Corporation for Long-Term Care.

    Annalee Kruger

    President

    Care Right, Inc.

    For Annalee, providing proactive senior-care planning to families is more than just a career – it’s her passion.
    At a young age, Annalee witnessed the challenges seniors face while living with her grandparents (Dad’s father and Mom’s mother) in her childhood home. 

    Annalee has spent her entire 25+ year career in the senior care industry and has become a nationally recognized expert in the field of senior care planning having presented at a number of healthcare, senior housing, and financial conferences as well as hosting dozens of webinars.

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  • Tax & Estate Planning Knowledge Cirlce: Tax-Preferenced Attorney Deferral Programs – Good Tax and Investment Planning

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 11/16/2021 at 12:00 PM (MST)

    ​Join Knowledge Cirlce host Scott Bishop, CPA/PFS and CFP®, and Co-Chair who will be sharing a potential tax, retirement income and planning opportunity in this interview of Mike McGarry, President of Optcapital.

    Join Knowledge Cirlce host Scott Bishop, CPA/PFS and CFP®, and Co-Chair who will be sharing a potential tax, retirement income and planning opportunity in this interview of Mike McGarry, President of Optcapital.  During his 20+ years in financial planning Scott has worked with both personal injury attorneys and their personal injury clients in terms of life plans and structured settlements for those that were injured.  Many of these were large 7 and 8 figure settlements.  The focus of this session will be to discuss the tax planning opportunity of structuring the attorney’s fees that can also go into 7 or 8 figure deferral plans.  These deferral plans can be fixed structures, but the solutions provided by Optcapital have many flexible and powerful planning opportunities where the attorneys can (within the tax law) defer these payments, still keep the funds invested by their investment advisors (hopefully you) and give them flexible distribution access along with tax-free loan access.  With the increases possibly coming in tax rates, many potential attorney prospects can benefit from these programs to defer and smooth what tends to be erratic personal injury settlement income while still having access to the capital to fund the cases and lifestyle.

    Mike McGarry

    Optcapital

    Mike is a native of Baton Rouge, Louisiana and attended Washington & Lee University in Virginia.  After graduation, Mike joined First Union National Bank where he spent 12 years in Commercial Banking.  

    In 1999 Mike joined Optcapital a few months after the company’s founding.  He spent the next several years working with large corporations, health care systems and insurance companies designing executive compensation programs.

    In 2002 Optcapital was asked to design a deferred compensation program for attorneys involved in the Multi-State Tobacco Litigation.  In conjunction with Ernst & Young, Optcapital designed a program specifically for contingent attorney fees, which the company has offered for the past 18 years.   Mike manages Optcapital’s law firm practice.

    Away from work, Mike and his wife are proud parents of two grown daughters and are currently looking for a replacement for the greatest dog that ever lived.

    Scott Bishop

    Executive Director of Wealth Solutions

    Avidian Wealth Solutions

    Scott Bishop has been working in the financial services industry since 1995. In 2014, Scott joined Avidian Wealth Solutions (Avidian was formerly STA Wealth Management), as the Director of Financial Planning. Prior to joining Avidian, Scott was a founding partner at Sound Financial Solutions, L.P. and worked with Research Financial Strategies. Throughout his career, Scott has focused on working with his clients to customize the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. In providing these services, our STA team utilizes a very comprehensive and customized approach that helps to assure that our client's planning and investment opportunities are identified and correctly addressed now and into the future. 

    Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Prior to his co-founding of Sound Financial Solutions, L.P., Scott worked as an auditor for Arthur Andersen & Co. L.L.P; as a senior accountant for Energy Development Corporation and PetroCorp Incorporated; as a registered principal for Government Securities Corporation and Coastal Securities L.L.P; and as a financial advisor for Sagemark Consulting (the successor firm to CIGNA Financial Advisors). 

    Currently, Scott is a  CERTIFIED  FINANCIAL  PLANNERTM  practitioner  (CFP®)  and  a  Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses  for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia.  Related to his retirement planning experience, Scott is also a member of the member of Ed Slott’s Master Elite IRA Advisor GroupSM. 
     
    Scott was recently made an Advisory Board Member for the University of Texas McCombs School of Business Wealth Management Center.  He has been active as a member of the American Institute of Certified Public Accountants (AICPA) and holds the Personal Financial Specialist (PFS) accreditation. Also, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. He was also recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society. This award was given based on an open nomination of the membership and submitted to the Houston CPA Society board (with consideration to community service, activity within the Houston CPA Society and being in good standing with the Texas Society of CPAs). Texas Monthly Magazine has also recognized Scott as a Five Star Wealth Manager from 2009 to 2012*.

  • What You Need to Know to Advise Your Clients About Long-Term Care

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/15/2021 at 12:00 PM (MST)

    ​- NEWS FLASH – This may be coming to your state!

    - NEWS FLASH – This may be coming to your state!                                                                              

    Washington has a new payroll tax. Employees can opt out by purchasing a LTC policy by October 1. Both carriers and residents are unhappy. Eleven states are considering it, with possibly more to follow. Learn about the impact of COVID-19 and the recent Medicare changes on this care. (A must-know for your clients on Medicare.) Important industry trends - buyer demographics, underwriting update and a close look at hybrid products versus the traditional policy. 

    • Understand the impact if and when the new Washington state payroll  tax is adopted by your state. (Employees can opt out by purchasing a LTC policy by October 1.) More and more states are considering it to fund their Medicaid budgets
    • Advise clients about how COVID-19 and the recent Medicare changes will impact them
    • Identify when a client should consider long term care protection as part of financial planning

    Marjorie Barrie, LTCP

    Long Term Care Insurance Planning Specialist

    ACSIA Partners

    A nationally recognized Long Term Care expert, Margie has worked as an agent specializing in this planning since 1990. She has been named as one of the industry's top ten power people by Senior Market Advisor Magazine and is co-founder of the Executive Study Group, composed of the top 20 women leaders in this industry. 

    Before joining ACSIA Partners in 2016, she served as Executive Director of the national LTCP Designation program for AHIP. Since 2000, she has been writing her popular column ""LTCI Insider"", which now appears in LifeHealthPro. She is the author of two books.

  • Tax Talk with Larry

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 11/11/2021 at 2:00 PM (MST)

    We’ve learned a lot this week and Larry Pon wants to continue the tax conversation with you!

    We’ve learned a lot this week and Larry Pon wants to continue the tax conversation with you! Join us for a live Q&A session with Larry on DATE at TIME. Larry's eager to chat, answer questions about working in tax and financial planning, and other relevant topics you’d like to discuss! 

    Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Women & Finance Knowledge Circle: What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 11/11/2021 at 12:00 PM (MST)

    Bridget Grimes, CFP®, founder of WealthChoice, and co-founder of Equita Financial Network a community for female financial advisors will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.

    Bridget Grimes, CFP®, founder of WealthChoice, and co-founder of Equita Financial Network a community for female financial advisors will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.

    • Develop strategies for identifying the key challenges to running a successful business
    • Generate some actionable time management skills to make your business and your clients happier
    • Learn to identify what to outsource and delegate

    Bridget Grimes, CFP®

    Founder

    WealthChoice

    Bridget Grimes, CFP® has extensive experience working in finance and corporate America. After personally experiencing the barriers women face in the industry, she launched her own firm WealthChoice, a financial planning firm focused on helping women executives and their families. A passionate advocate of women, Bridget co-founded Equita Financial Network, the first platform to solely focus on women-led financial planning firms and designed specifically to support them launch their own practice. A frequent speaker on all things women and money, Bridget is also the author of "Corner Office Choices: The Executive Woman's Guide to Financial Freedom.