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Financial Planning for Non-traditional Families

webcast 2017-01-24

Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.



Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.

View Archived Webcast

Date: Tuesday, January 24, 2017

Time: 4-5 PM ET

This exclusive webcast will provide insights, tips and strategies for more effective retirement planning for all families. Our expert panel will examine ways to help:

  1. Newly divorced households
  2. Newly widowed households
  3. Non-married families
  4. Same-sex marriages
  5. Blended families

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.