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  • Global Atlantic: Demystifying inherited IRAs virtual workshop

    Click Here to RegisterDo your clients have concerns about how IRA rules have changed since the passage of the Secure Act? Join us for a virtual workshop as we provide answers and share how financial professionals can maximize their clients’ strategies.Topics discussed:Vocabulary of inherited IRAsPre-Secure Act businessCategories of beneficiaries

  • Prudential: Protecting Clients in Uncertain Times: A Panel Discussion

    Click Here to RegisterWith the upcoming election, volatile interest rates, stubborn inflation, and the looming sunset of the Tax Cuts and Jobs Act, clients may be unsure about their best course of action, which can lead to something even worse - inaction. Now is the time for you to work with clients to fortify their […]

  • Athene: Retirement Planning for a Pensionless World

    Click Here to Register Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape.  Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to […]

  • Securian: Estate planning conversations

    Click Here To Register Are you confident enough in the basics of estate planning to start the conversation with your clients?Join the Securian Financial Advanced Sales Team to explore the basic rules of estate planning and traditional techniques to solve your client’s estate planning needs. Consider this your “Estate Planning 101” to get started in […]

  • Tactical Tuesday – Estate Planning for Retirement Benefits

    Join the experts on National Life Group's Advanced Markets team as they discuss how to address retirement benefits in one's estate plan.This webinar offers one CPE Credit for CPAs that register and attend.Click Here to Regster

  • Tactical Tuesday – Estate Planning for Retirement Benefits

    Join the experts on National Life Group's Advanced Markets team as they discuss how to address retirement benefits in one's estate plan. This webinar offers one CPE Credit for CPAs that register and attend.Click Here to Register

  • John Hancock: The long-term Game of Life

    Click Here to Register In the “Life” board game, players travel through various life stages. The game begins in early adulthood, where players start college, a career, get married and have children. Ultimately, it ends when each player reaches retirement. How real life has changed!Retirement is rarely the end game for your clients, but rather […]

  • LIVE Advanced Wealth Webinar

    HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g