Divorce Financial Planning: Fall 2021

Product not yet rated Includes Multiple Live Events. The next is on 09/07/2021 at 3:00 PM (EDT)

Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.

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How Reverse Mortgages Can Ease The Financial Difficulties of Gray Divorce

Includes Credits Includes a Live Web Event on 06/08/2021 at 1:00 PM (EDT)

Learn how reverse mortgage loans are helping divorcees 60+ to purchase a new home better suited to meet their retirement lifestyle, supplement retirement income, mitigate sequence of return risk and fund care needs. All with flexible repayment options and no monthly payment requirement.

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IDFA Town Hall

Product not yet rated Includes a Live Web Event on 05/25/2021 at 1:00 PM (EDT)

Join the Board of Advisors to discuss the results of our recent annual survey and receive updates about IDFA and some marketing tips.

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Uncharted Territory: Biden's Proposed Tax Policy

Product not yet rated Includes Credits Includes a Live Web Event on 05/18/2021 at 1:00 PM (EDT)

President Biden’s proposed tax policy is no longer a matter of if, but of when. Do you know how his tax policy will impact your clients? Are you prepared to provide the right planning recommendations based on the potential changes?

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Beneficiary Planning After Divorce

Includes Credits Recorded On: 04/20/2021

This presentation will discuss the basics of beneficiary planning.

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Divorce and the Financial Protection of our Children with Special Needs and Mental Health Conditions

Includes Credits Recorded On: 03/16/2021

Learn methods to ensure the financial protection of children with special needs when their parents are divorcing.

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The Complex World of Federal Employee Benefits

Includes Credits Recorded On: 02/16/2021

This webinar will get you a brief overview of the Federal Employee Retirement System.

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Let's do Marketing, Meeting and Partnering with Mediators

Includes Credits Recorded On: 01/19/2021

This webinar will give you the tools you need to ramp up a successful partnership with mediator professionals.

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Salaries, Dividends and Ownership: Determining Income

Includes Credits Recorded On: 11/30/2020

Through actual case examples, learn how to determine a starting point for income when one or both parties have holdings in companies.

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Education Planning for the Next Decade: Practical Strategies for Success

Includes Credits Recorded On: 11/17/2020

Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes.