The #1 financial risk to an SME in for the last three years according to Allianz’s recent risk study is Cyber Crime.

Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns.

Self-study exam based on the Journal of Financial Planning, December Issue

1 CFP CE Credit | In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates.

Self-study exam based on the Journal of Financial Planning, November Issue

Many investors trust their investment portfolios to index funds for broadly diversified market exposure at a seemingly low cost, based on a belief that this so-called “passive” investing approach helps them avoid subjective investment decisions.

Attendees will be able to discuss current trends in philanthropy and how that relates to estate planning opportunities for LGBTQ individuals.

Self-study exam based on the Journal of Financial Planning, October Issue

Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy.

Self-study exam based on the Journal of Financial Planning, September Issue