Athene: Hidden cost of cash
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Join the experts on National Life Group's Advanced Markets team as they discuss estate planning needs for business owners. This webinar offers one CPE Credit for CPAs that register and attend.CLICK Here to Register
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
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Get to know Securian Financial // Click Here to Register We don’t recommend you stop working with your best people. We do recommend adding in something fresh — trying something new.Do you:Want ways to diversify clients’ overall retirement strategy?Have clients worried about paying for chronic/terminal illness care?Want to help clients reduce fees?Value working with a highly […]
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Join 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 and how to […]
First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A
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
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 […]