[CE] The SECURE 2.0 Act: What Financial Advisors Need to Understand

Wed, May 3, 2023 | 2:00 PM - 3:00 PM EDT

Join FIDx and Carson Group to learn about the SECURE 2.0 Act - a game-changer for retirement savings. Advisors will gain insights into RMDs, Roth provisions, and more.


[CE] The Great Debate Goal-Based vs Cash-Flow Planning

Tue, May 9, 2023 | 2:00 PM - 3:00 PM EDT

Join us as we discuss how two different planning philosophies, cash-flow and goal-based, can be used in the financial planning process. We’ll review the benefits and considerations of each approach to ultimately determine which will be most beneficial to individual clients.


[CE] Behavioral Finance & Wealth Management

Wed, May 10, 2023 | 2:00 PM - 3:00 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.


[CE] Annuities in a Fee Based Practice

Wed, Jun 7, 2023 | 2:00 PM - 3:00 PM EDT

Learn how to use annuities in your practice with FIDx and Carson Group. Gain valuable insights into how to best serve your clients with annuities.


Stress Test Your Retirement Income Plan

Wed, Aug 16, 2023 | 2:00 PM - 3:00 PM EDT

Retirement planning is crucial, and to ensure your clients have a secure retirement, it's essential to test their retirement income plans for any unforeseen difficulties. Join us as we gather a group of specialists to discuss this vital topic.


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