The advisor will understand the student loan debt crisis and how we got into the situation we are currently in, along with a breakdown of Federal vs. Private loans and the overall rules surrounding student loans.

In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures.

This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely.

A​dvisors understand the importance of adopting technology, especially as they look to provide an elevated and personalized planning experience.

After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study.

Self-study exam based on the Journal of Financial Planning, December 2023 Issue

This program explores generational differences in how clients view their wealth and approach giving back. Participants will gain fresh perspectives on wealth, philanthropy, and legacy while exploring the substantial benefit they can add in helping their multi-generational and next gen clients implement planning strategies that are based on purpose-driven goals. Advisors will learn techniques and best practices for leveraging the philanthropic conversation to make a profound and lasting impact on their practices, their clients and families, and their communities.

Self-study exam based on the Journal of Financial Planning, November 2023 Issue

In this session, we will go through the psychological impact that many homeowners face when deciding whether or not to use home equity in retirement planning. And, when the opportunity arises, how a reverse mortgage may be the appropriate solution for some clients.

Retirement planning has traditionally excluded housing wealth, however, with rapidly appreciating home values, and the need to plan for longer lifespans, more advisors are taking a fresh look at reverse mortgages.