Webcasts

Upcoming

Help your married clients generate lifetime income (with fewer compromises)

August 16, 2016

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.

Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

Next Steps: How to Keep Your Practice a Step Ahead of Fiduciary Regulation

July 28, 2016

With the Department of Labor and the SEC fiduciary standards on the horizon, the ways financial advisers need to adjust to a regulatory landscape is changing rapidly. Your clients, your business and your future hang in the balance as the industry braces for the most game-changing legislation since the Investment Advisor Act of 1940.

Good practices are staying abreast, but great practices are finding a way to stay ahead of the pack.

  • Accepted by the CFP Board for 1 CE credit.

What This Election Means for the Economy and Your Investors

July 26, 2016

Election frenzy has already begun. In the months leading to November, you may need to prepare investors for market volatility and find ways to help clients stay disciplined through a tumultuous political climate.

Join InvestmentNews and Nationwide® for an exclusive webcast to examine how elections have impacted the economy and markets in the past — and to discuss how leadership changes ahead could affect the economy and investors of today.

  • Accepted by the CFP Board for 1 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.