Upcoming Events



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.

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  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit


What is your practice worth?

Tuesday, August 12, 2014

The average age of a financial adviser is 56, and many are expected to explore options for exiting the business over the next decade. Some will choose internal successors, while others will opt for mergers and acquisitions.

Regardless of the specific path they pursue, any adviser looking to transition ownership of their practice over the next decade will need to have a firm handle on the current and future value of their business.

Using key research from the InvestmentNews Financial Performance Study of Advisory Firms and Succession Planning Study, key topics discussed include:

* How to unlock the maximum value of a practice

* Benchmarks of valuations for a range of firm sizes and firm types in today's markets

* Options for advisers looking to buy, sell or merge practices with other advisers

Attendees may submit questions before and during this live event.

A free and invaluable resource.