Tax & Estate Planning Knowledge Circle: An Introduction to Equity Compensation and Employee Stock OptionsProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/16/2021 at 12:00 PM (MDT)
Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each.
Women & Finance Knowledge Circle: Financial Planning in the Age of COVIDProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/11/2021 at 12:00 PM (MST)
The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services
PridePlanners Knowledge Circle: LGBTQ Policy IssuesProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/10/2021 at 10:00 AM (MST)
Existing policies do not sufficiently protect all LGBTQ people in the U.S. from discrimination and do not support their economic well-being fairly & equally.
Investment Planning Knowledge Circle: Deconstructing Value Investing - Valuation vs. CheapnessProduct not yet rated Contains 3 Component(s)
“Value Investing” is commonly misunderstood as buying companies at a discount to their intrinsic value.
Tax & Estate Planning Knowledge Circle: Estate Planning During DivorceProduct not yet rated Contains 3 Component(s)
Many practitioners think that a person is prohibited from doing estate planning during divorce because of the automatic temporary restraining orders (“ATROs”) in place.
PridePlanners Knowledge Circle: An Overview of LGBT+ Family PlanningProduct not yet rated Contains 3 Component(s)
One of the biggest hurdles for LGBTQ families is that information about family planning doesn't exist in a way that is easily organized or digestible.
African American Knowledge Circle: A Conversation With Former FPA President Frank ParéProduct not yet rated Contains 3 Component(s)
Please join us on February 4th at 2 pm EST as we kick off Black History Month with our first African American Knowledge Circle call of the year.
Investment Planning Knowledge Circle: 2021--Navigating the Economic and Financial Waters in Today's Uncertain EnvironmentProduct not yet rated Contains 3 Component(s)
A review of the key themes that are impacting investors, the economy, and the financial markets
International Knowledge Circle: The Strengths and Drawbacks of the US Financial System the International Financial Advisor Should UnderstandProduct not yet rated Contains 3 Component(s)
With more than 8 million Americans living abroad, more than 30 million individuals born overseas living legally in the US, and tens of millions of other passing through the US annually on non-immigrant visas, it is important for the international financial advisor to understand the relative strengths and drawbacks of the US financial system so as to better advise their globally mobile clients.
PridePlanners Knowledge Circle: Understanding the Unique Financial Needs of LGBTQ InvestorsProduct not yet rated Contains 3 Component(s)
As the LGBTQ community grows, so does the number of investors who are members. Steps advisors can take to meet the community’s specific investment needs and financial goals include proactively offering support and demonstrating that you understand the cultural and legal ramifications of their lives.
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