Education

[CE] How to Engage Younger Clients

Wed, Nov 9, 2022 | 12:00 PM - 1:00 PM EDT

Millennials are significantly more likely than older generations to use an online platform for short-term finance management, tracking, and goal setting. Join us for a webinar to uncover generational planning trends and how embracing technology can add significant value through multiple aspects of a client’s life while also showing progress in helping clients reach their goals.

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[CE] Best Practices for Retirement Income Planning

Wed, Nov 16, 2022 | 4:00 PM - 5:00 PM EDT

We invite you to join our featured webinar with Dr. Wade Pfau as we look at sustainable retirement spending from investments in light of recent market events and discusses strategies to support more spending by integrating both annuities, such as deferred variable annuities with lifetime income protections, and investments to build more efficient retirement strategies.

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Leveraging Technology to Simplify Medicare Annual Enrollment for Clients

Thu, Nov 17, 2022 | 12:00 PM - 1:00 PM EDT

With Medicare Annual enrollment closing on December 7, now is the time for advisors to proactively connect with their clients and protect their wealth by helping them make the most of Medicare. Join us to learn how you can help your clients choose the right Medicare plan with confidence every year.

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[CE] Cash-Flow Vs Goals-Based Planning

Tue, Dec 6, 2022 | 4:00 PM - 5:00 PM EDT

During this session we will discuss how two different planning philosophies, cash-flow and goal-based, can be used in the financial planning process. The presenters will review the benefits and considerations of each approach to ultimately determine which will be most beneficial to individual clients.

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