Webcasts

Upcoming

Social Security Bootcamp: How to Maximize Social Security Now

May 17, 2016

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients larger retirement income plan.

This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how Social Security is claiming rules are changing. As a result of the Bipartisan Budget Act of 2015, retirees will no longer be able to file and suspend their Social Security benefits in order to trigger benefits for a spouse or dependent child while their own retirement benefits continue to grow. Learn what you can still do to help your clients maximize their Social Security benefits.

In addition, she will cover:

Advisers, Should You Stay or Should You Go?

May 10, 2016

What to Do When Your Business Reaches a Plateau

Sometime in their careers, advisers may feel stalled. Revenue and earnings may be growing slowly or not at all, the daily grind prevents getting out and meeting people - the reason most advisers chose the business in the first place - and little or nothing in the current work environment seems to be changing for the better.

At those times, advisers may think about switching firms. In this exclusive webcast, a team of experts will review the wide range of options now available to advisers considering a move. Key topics to be discussed include:

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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.