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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.

* Accepted for 1 CE Credit from the CFP Board. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

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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: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email info_cecredits@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.