Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, who will provide you with an overview of gifting and today’s learning opportunity so that you can help clients maximize their legacy plan. You’ll leave with a better understanding of:the value of gifting as a wealth transfer techniquethe typical profile of clients who […]
Register nowJoin 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:Ways to recognize stress and anxiety patterns that may affect […]
Advanced Planning News FlashJuly 2025One Big Beautiful Bill: What Every Financial Professional Must KnowThe 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 […]
US Economic Update with BNP ParibasThursday, July 17 | 11:00 a.m. CTRegister now
Gain a competitive advantage with business valuationTurn business valuation into your competitive advantage. Deliver comprehensive financial advice to business-owner clients, differentiate your practice, and offer new opportunities to grow your business.This month, we welcome special guest Kevin Saad, Senior Director of Customer Success at BizEquity®, to discuss how offering business valuations can open the door […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation. Click Here to Register
New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register.
Join Simplicity Wealth’s Thomas Rozman, Partner and Chief Investment Officer, and Matt Opsal, Senior Manager Research Analyst, as they provide insight into the 2025 Mid-Year Economic and Market Outlook. Topics include:Economic Update: Explore the year-to-date impact of monetary policy, economic growth trends, tariffs, and inflationMarket Review: Examine current valuations across equities and fixed income, and corporate earnings performanceInvestment Strategy Outlook: Understand […]
With the recent signing of the One Big Beautiful Bill Act (OBBBA) into law, Simplicity is committed to providing timely, valuable resources to help advisors understand its implications and identify the opportunities it creates for their business. Register and be sure to share the registration link and encourage your advisors to attend. How to Leverage the OBBBA to […]