Click Here to RegisterJoin North American as author, economist, and industry-icon Tom Hegna presents "Paychecks and Playchecks: Retirement Solutions for Life," an informative and engaging presentation focused on one of Americans' most pressing concerns – guaranteed income in retirement.Learn how to help your clients retire with enough guaranteed lifetime income to cover their basic expenses […]
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IRA Beneficiary Rules after the SECURE Act Thursday, June 511:00 a.m. CTRegister nowJoin Jay Kautt, JD, Vice President and Director of Advanced Markets Sales at Athene, who’ll provide timely information about ongoing implications of the SECURE Act. Jay will cover: Thorough explanation of the changes the SECURE Act madeThe three classes of IRA beneficiaries that now existOverview […]
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The 60/40 Outlook Thursday, June 1211:00 a.m. CTRegister nowJoin Laurence Black, founder of The Index Standard®, who will show you how to build effective portfolios in an uncertain, volatile world and suggest […]
Solutions for Long-Term Care NeedsVirtual Event:Tuesday, June 17, 2025 at 1:00 PM ETRegister to AttendAs the baby boomer generation is now within the ages of 60 to 78, now is the […]
Click Here to Register You can’t predict the market, but you can be ready for what it throws your way. In this webinar, you’ll hear from KKR and Global Atlantic leaders who […]
The Ins and Outs of GiftingJoin Dave Haughton, Sr. Corporate Counsel, for a CE-eligible session on tax-efficient gifting strategies, including direct gifts, trusts, and 529 plans, with insights into exemptions, […]