July 24, 2018
For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.
July 10, 2018
In the overcrowded ETF space, exchange-traded funds that screen for environmental, social and governance factors are a real standout. Why? Because socially-conscious ETFs deliver more than market returns. They deliver on the principles-based investing strategies favored by female and millennial investors.
Join us for our one-hour video webcast, part of our the Innovators in Investing series, when InvestmentNews’ senior columnist John Waggoner sits down with industry thought leaders to discuss how socially-conscious investing through ETFs could re-shape your practice and boost your value proposition.
June 28, 2018
As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.
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.
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