Thu, Sep 23, 2021 | 2:45 PM - 3:45 PM EDT
With college tuitions being due and the upcoming restart of student loan repayments, clients and prospects will be looking for advice. Join MoneyGuide and PayForED for a College Planning webinar that is approved for 1 CE CFP® Credit.
Wed, Sep 29, 2021 | 11:00 AM - 12:00 PM EDT
See how Wealth Studios allows advisors to interactively model advanced estate planning strategies, address client cashflow questions prior to retirement, and model dynamic net worth over time.
Wed, Oct 13, 2021 | 3:00 PM - 4:00 PM EDT
This session will provide insight into behavioral heuristics (mental shortcuts) and how advisors knowledge of decision-making under uncertainty can help them better communicate and manage client expectations.
Wed, Oct 27, 2021 | 2:00 PM - 3:00 PM EDT
This session will explore the technology trends helping advisors deliver an efficient, scalable digital planning experience that can help drive new AUM with prospects and clients alike.