Webcasts

Upcoming

Surviving Chinese Volatility

June 21, 2016

China faces many challenges, from high levels of corporate debt and new home inventories to zombie state-owned companies and capital outflows. The question for investors is, will these challenges result in a hard landing, or will they contribute to gradual slower growth and greater volatility?

This is an important question, because China accounts for about one-third of global growth, a larger share than the US, Europe and Japan combined.

Eliminating 5 Roadblocks to Your Firm’s Productivity

June 16, 2016

While each advisory firm is unique, most face similar operational challenges in providing high-quality service. In fact, these challenges often present themselves as five roadblocks that impede firms from maximizing their productivity and expanding their reach.

In this exclusive webcast, our panel of experts will identify five common operational roadblocks and explain how firms of different sizes and used technology to eliminate the problem and bring efficiency to their business. The experts also will explain how modern, adviser-focused enterprise content management (ECM) tools are helping firms become more productive.

How to Build a Great Retirement Strategy for Married Clients

June 07, 2016

When it comes to saving for retirement, your married clients face a lot of unique challenges. As a financial professional, you can help take some of the worry out of planning and alleviate a few hurdles when it comes to helping them select the right retirement strategy.

But how can you provide your clients with two-for-the-price of one guaranteed income that won't disinherit a spouse while offering a potentially better value for them and more clients for you?

  • 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.