How Do You Comply?Product not yet rated Contains 7 Product(s)
This course, exclusively for FPA members, includes video presentations and resources created by leading legal and financial industry compliance and regulations experts to explain, explore and unpack what the SEC rule package and the CFP Board's Code of Ethics and Standards of Conduct mean specifically for financial planners.
Annuities - The Good, The Bad, The Brutal TruthProduct not yet rated Contains 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.
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.
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.
The Platinum Retirement Challenge: Late Life DivorceProduct not yet rated Contains 4 Component(s), Includes Credits
Every 10 seconds a Boomer turns 60 years old.
Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity PlanningProduct not yet rated Contains 4 Component(s), Includes Credits
This session, originally presented at FPA Annual Conference 2019, will focus on the issues and concerns that older adults confront and what financial planners must know in order to address and effectively meet their needs.
Advisory Firms in 2030: The Innovation ImperativeProduct not yet rated Contains 3 Component(s)
Originally presented at FPA Annual Conference 2019, a brainstorming session between SEI and FPA quickly grew into a larger quest to more deeply explore the current and future states of the advice profession.
Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!Product not yet rated Contains 4 Component(s), Includes Credits
In this session from FPA Annual Conference 2019, learn how financial planners can help families develop a philosophy and strategy to pay for college, get loans and plan for their child's education in alignment with everyone's goals.
Preparing Clients for the True Cost of DisastersProduct not yet rated Contains 4 Component(s), Includes Credits
In this session our aim is to strengthen our relationships with financial preparedness professionals to increase the nation’s disaster preparedness awareness and resiliency.
Optimizing Social Security Benefits is Still ComplicatedContains 4 Component(s), Includes Credits
William Reichenstein presents 10 reasons why it is still complicated to determine when clients should claim their benefits.