Webcasts

Upcoming

How cutting the expense drag on active management will benefit clients

August 25, 2015

Critics of active management often point to the lower costs of index and exchange–traded funds. But what most investors and many advisers don’t realize is that a wide variety of these costs are inherent in the mutual fund structure itself and that underperformance of some active strategies versus their passive rivals may be as much a direct result of these costs as any decisions around how the portfolio is managed.

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

Making the Most of Inheriting an Annuity

August 18, 2015

How are you going to help your clients maximize their inheritance when they are suddenly the beneficiary of a nonqualified deferred annuity or an IRA?

The truth is, there are several distribution options for non-spouse beneficiaries of these tax-deferred investments that many financial advisors are unaware of. So what are they, and how can you deliver the best strategy to your clients?

  • Accepted by the CFP Board for 1 CE credit.

Discovering the Hidden Potential of Life Insurance

August 13, 2015

Your high-income clients need protection, portfolio diversification, access to cash value, and another potential source of retirement income. But, would you ever think a life insurance product could solve all of those needs?

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

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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 aschnitta@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.