Upcoming Events


Webcast: Women and Investing: Successfully Advising Women in Transition

Tuesday, July 22, 2014

Women who suddenly become divorced or widowed face steep emotional transitions and new financial realities. In order to successfully attract and hold onto these female clients, financial advisers must understand how to help them navigate the unique life adjustments they must make.

This panel will discuss:

. Ways to tactfully address the difficult subjects of a divorce or death of a spouse with both prospective and existing female clients
. Techniques to keep your clients on track financially, and how to maintain a relationship with them as they adjust to new circumstances
. Common financial pitfalls recently divorced or widowed women are susceptible to

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Sponsored by: TD Ameritrade Institutional
CE credits offered: Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.
Website: www.investmentnews.com/womenwebcast2


Webcast: Maximizing Your Clients' Social Security Benefits

Tuesday, August 5, 2014

Helping clients navigate the maze of Social Security can be a full-time job. But by understanding a few key concepts, you can make sure your clients get the most out of this critical retirement benefit.

With InvestmentNews contributing editor and Social Security expert Mary Beth Franklin, this webcast will cover the two main creative claiming strategies known as "file and suspend" and "restricting a claim to spousal benefits" and how and when to use them.

Key points that will be covered include:

* What is file and suspend and how does it work?
* Who can file a restricted claim for spousal benefits?
* Who can benefit most from these strategies?
* Specific claiming scenarios for married couples, gay couples, singles, divorced spouses and survivors.

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Sponsored by: W&S Financial
CE credits offered: Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit
Website: http://www.investmentnews.com/ssbootcamp2

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Jul 21 11:20PM
The ongoing rot in the economy: http://t.co/uggZTz3lWO
Jul 21 11:20PM
The bond market is beginning to look like a textbook definition of a bubble: http://t.co/k3JYK1rpvy