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SUMMARY:Athene - How to help clients manage financial stress
DESCRIPTION:Register now \nJoin Sonya Lutter\, Ph.D.\, CFP®\, LMFT\, a Financial Psychologist\, researcher\, and author\, for a powerful session on the science of stress\, mindset\, and motivation. Lutter will share expert insights to help support clients through financial anxiety and guide them toward meaningful\, lasting change. You’ll explore: \n \n\nWays to recognize stress and anxiety patterns that may affect financial decision-making.\nThe science behind positive framing and how it can influence client motivation.\nPractical strategies to assess readiness for change and help build client confidence through small\, consistent actions.
URL:https://simplicityufc.com/event/athene-how-to-help-clients-manage-financial-stress/
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DTSTART;TZID=America/New_York:20250715T140000
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SUMMARY:Ameritas - One Big Beautiful Bill: What Every Financial Professional Must Know
DESCRIPTION:Advanced Planning News Flash\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n \n\n\n\nJuly 2025 \nOne Big Beautiful Bill: What Every Financial Professional Must Know \nThe One Big Beautiful Bill\, signed into law on July 4\, 2025\, is expected to significantly reshape how families plan\, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts\, expanded estate exemptions and new deductions—the legislation introduces both complexity and opportunity for financial professionals and their clients. \nTo help financial professionals navigate this pivotal moment\, join the Ameritas advanced planning team and our strategic alliance\, BakerHostetler\, for a timely special webinar on July 15 at 2 p.m. ET. BakerHostetler is a nationally recognized law firm with more than 100 years of experience and offices across the United States. Their deep expertise in tax law and estate planning makes them a valuable partner in interpreting and applying the provisions of this landmark legislation. \nThis session will break down the core elements of the bill and explore its implications across multiple advanced planning topics. While the bill introduces some uncertainty\, it also opens the door to unprecedented planning opportunities. The webinar will offer actionable strategies to help financial professionals guide clients with clarity and confidence in this new tax environment.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\nOne Big Beautiful Bill: What Every Financial Professional Must Know \nJuly 15\, 2 p.m. ET\n\n\n\n\n\n\nRegister Now
URL:https://simplicityufc.com/event/ameritas-one-big-beautiful-bill-what-every-financial-professional-must-know/
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