Learning Center

Upcoming Live Courses

  • Investment Planning Knowledge Circle: Inflation: An Inconvenient Truth or a Temporary Hiccup?

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 09/28/2021 at 1:00 PM (MDT)

    Recent inflation readings have hit their highest levels since the early 1980s, and investors are taking notice. Is this simply transitory and tied to the re-opening of the economy or will inflation become embedded in the economic cycle?

    Charles will dive into the data and provide a more complete analysis by getting behind the headlines. He will also provide an overview of various investment ideas that you may use to help keep clients ahead of rising prices.

    Recent inflation readings have hit their highest levels since the early 1980s, and investors are taking notice. Is this simply transitory and tied to the re-opening of the economy or will inflation become embedded in the economic cycle?

    Charles will dive into the data and provide a more complete analysis by getting behind the headlines. He will also provide an overview of various investment ideas that you may use to help keep clients ahead of rising prices.

    Charles Sherry, M.Sc.

    Principal

    Financial Jumble

    Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media. 

    He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

    Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.

  • Home Equity U - 3 Day Intensive on Using Reverse Mortgages in a Retirement Plan

    Product not yet rated Contains 3 Product(s)

    This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement. The series of classes will be presented over three days.

    Participants can attend one or all three days of the series depending on schedules, but individual class registration requires registering for the three-day series event.

    This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement. The series of classes will be presented over three days.

    Participants can attend one or all three days of the series depending on schedules, but individual class registration requires registering for the three-day series event.

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  • PridePlanners Knowledge Circle: The Warning Signs of Cognitive Impairment and The Impact to Financial Planners

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/12/2021 at 10:00 AM (MDT)

    Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs. Attendees will also learn tips for approaching someone with memory concerns and what resources are available to you so that you can best guide your clients.

    Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs. Attendees will also learn tips for approaching someone with memory concerns and what resources are available to you so that you can best guide your clients.

    • Alzheimer's is one of most expensive diseases
    • Cognitive decline disproportionately affects marginalized communities
    • Memory care is at least 20% more than standard skilled nursing
    • Estate planning must happen when person can articulate their desires
    • Cognitive decline is so gradual, those around person may not realize it until too late. Affected person may be last to know. Those who only meet with someone 1-2 times a year have opportunity to identify issue, help point to resources

    Frank Summers

    Planner

    Cetera Investors

    Frank Summers is a planner with Cetera Investors. He focuses his practice on working with the LGBT community and special needs planning. He has worked in financial services for 30 years, including positions at Allmerica Financial and MetLife, before beginning his planning practice in 2018.

    Frank is active with several non-profit organizations including the Alzheimer’s Association. He founded Rainbow Foster Network, focused on LGBTQ+ kids in foster care. While he is a Bostonian at heart, he’s now based in Charlotte, NC with his  two cats, who enjoy making guest star appearances during zoom meetings. 

  • Business Success Knowledge Circle: The 'Secret Sauce' to Closing Prospects in the First Meeting

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/12/2021 at 1:00 PM (MDT)

    The first fifteen minutes of an advisor’s in-person meeting or first five minutes on a Zoom call with a prospect will determine if they end up with a new client in the first meeting. In this game changing session, Barron’s Top 100 advisor, Erin Botsford, will discuss: 

    1. The art of using “Disturbing Tracts” – non-investment language to point out discrepancies in a prospect’s financial situation that quickly converts the prospect into a client and raving fan
    2. The important steps in “setting the stage” (Hint: always seat the woman at the head of the table) 
    3. Why you should NEVER use a “Pitch Deck” and NEVER lead with investments or insurance 
    4. How to identify which of the 22 disturbing tracts work best and when to use them 

    The first fifteen minutes of an advisor’s in-person meeting or first five minutes on a Zoom call with a prospect will determine if they end up with a new client in the first meeting. In this game changing session, Barron’s Top 100 advisor, Erin Botsford, will discuss: 

    1. The art of using “Disturbing Tracts” – non-investment language to point out discrepancies in a prospect’s financial situation that quickly converts the prospect into a client and raving fan
    2. The important steps in “setting the stage” (Hint: always seat the woman at the head of the table) 
    3. Why you should NEVER use a “Pitch Deck” and NEVER lead with investments or insurance 
    4. How to identify which of the 22 disturbing tracts work best and when to use them 

    Erin Botsford, CFP®

    Founder and CEO

    The Advisor Authority

    Having spent 30 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor and Women Advisor) Erin sold her business in 2017 in a successful exit, a step most advisors want to achieve at the end of their careers. 

    Today she is the creator of the Elite Advisor Success System™ a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy to understand modules and in less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of “modeling” and allows advisors to simply copy her success blueprint. Erin is also the author of two books, Seven Figure Firm, How to Build A Financial Services Business that Grows Itself and The Big Retirement Risk: Running out of Money Before You Run out of Time. 

    With 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences world-wide. To find out more, check out www.erinbotsford.com.

  • Creating Planning Efficiencies and Opportunities in Your Client Review Meeting

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/13/2021 at 12:00 PM (MDT)

    With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future. 

    Preparing for the meeting is just as important as executing it, so Chris Mauriello, Financial Planning Practice Management Consultant, eMoney Advisor, will explain how financial planning technology plays a role in an efficient process. Finally, he’ll take advisors through how to use eMoney to engage clients in their review meeting, and then keep them engaged all year long. 

    With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future. 

    Preparing for the meeting is just as important as executing it, so Chris Mauriello, Financial Planning Practice Management Consultant, eMoney Advisor, will explain how financial planning technology plays a role in an efficient process. Finally, he’ll take advisors through how to use eMoney to engage clients in their review meeting, and then keep them engaged all year long. 

    • Understand the benefits of a review meeting 
    • Prepare their client in eMoney for a review meeting
    • Conduct a review meeting

    Chris Mauriello

    Financial Planning Practice Management Consultant

    eMoney Advisor

    Chris Mauriello, Financial Planning Practice Management Consultant, has been helping eMoney clients at every level for more than 7 years. Starting as a Customer Service Rep, Chris’s passion for helping advisors implement and use eMoney led him to become a Client Success Coach, then a member of the Live Training Team, and ultimately to his current position, where he helps firms and advisors implement and scale their planning services to deliver more personal, impactful advice.

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  • Avoid the Dire, Plan Prior, Before the Exemption Is Set to Expire

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/20/2021 at 12:00 PM (MDT)

    Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once. This presentation will focus on tax-wise planning strategies that advisors should consider with their clients when the Estate Tax Exemption comes to an end in 2025. The higher exemption presents a unique use-it-or-lose-it opportunity, and affluent families should avoid taking a set-it-and-forget-it approach. Now is the time to begin conversations with families that hadn’t worried about Estate Taxes after the exemption was increased in 2018 as many people will need to consider plans that they hadn’t thought about previously.

    Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once. This presentation will focus on tax-wise planning strategies that advisors should consider with their clients when the Estate Tax Exemption comes to an end in 2025. The higher exemption presents a unique use-it-or-lose-it opportunity, and affluent families should avoid taking a set-it-and-forget-it approach. Now is the time to begin conversations with families that hadn’t worried about Estate Taxes after the exemption was increased in 2018 as many people will need to consider plans that they hadn’t thought about previously.

    • Understand how philanthropic conversations elevate the advisor in the client’s mind
    • Identify clients that will be impacted by the changes in the Estate Tax Exemption. Navigate this new philanthropic conversation with fresh techniques and a roadmap

    Charlie Goldsmith

    Senior Advisor

    American Heart Association

    Charlie spent many years selling institutional money management to foundations, endowments, corporations, and governmental entities before transitioning those sales skills to the nonprofit sector.   

     
    For the past fifteen years Charlie has focused on major gift and planned gift fundraising both as a frontline fundraiser and as a leader of fundraising teams.  Charlie finds the ability to help clients and donors achieve their personal financial, tax and philanthropic goals to be the most rewarding aspect of his work.  

    Patricia Kummer, CFP®

    Managing Director

    Mariner Wealth Advisors

    Pat has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986. Pat has a bachelor’s degree in business. She is active in the Financial Planning Association, having served on the Colorado board for eight years including as president and chairman. Her focus in her practice and in her volunteer, work is through education, including mentoring new advisors.

    Pat was ranked #5 in Colorado (#128 overall) on Forbes’ 2021 Top Women Wealth Advisors list. Pat has been ranked as a Five Star Professional from 2012-2020 among several local accolades in Colorado. She has been a finance columnist for over 30 years and supports many worthy causes.

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  • Making Your Planning Analysis More Applicable to Your Clients

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/03/2021 at 12:00 PM (MDT)

    As tools and measurements for building a financial plan keep evolving, there’s an opportunity to better understand how they can be utilized for the benefit of your clients and their plans. Hosted by Brandon Heid, CFP® Financial Planning Practice Management Consultant with eMoney Advisor, this webinar will showcase several current topics—including Monte Carlo and longevity analysis—and how advisors can break down a client’s financial situation to interpret reports and results in a more meaningful way.

    As tools and measurements for building a financial plan keep evolving, there’s an opportunity to better understand how they can be utilized for the benefit of your clients and their plans. Hosted by Brandon Heid, CFP® Financial Planning Practice Management Consultant with eMoney Advisor, this webinar will showcase several current topics—including Monte Carlo and longevity analysis—and how advisors can break down a client’s financial situation to interpret reports and results in a more meaningful way.

    • Identify key evolving areas of financial planning
    • Understand the role of technology in evaluating financial planning strategies
    • Delivering an engaging client experience

    Brandon Heid, CFP®

    Financial Planning Practice Management Consultant

    eMoney Advisor

    Brandon is a member of eMoney's Financial Planning Group’s Practice Management team since 2016. In his role he provides detailed assessments and recommendations for firms looking to enhance their use of the eMoney Platform and incorporate interactive financial planning into their practice. He helps coordinate eMoney’s University Program working with instructors, program directors, and students in over 70 CFP Board registered programs across the country. Prior to eMoney, he spent time on both the institutional and retail side of TD Ameritrade in multiple business development roles.

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  • 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? 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.

    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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