Events Search and Views Navigation

Event Views Navigation

Events

Today

  • Athene – IRA Beneficiary Rules after the SECURE Act

    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 […]

  • Athene – The 60/40 Outlook

    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 powerful alternatives to the traditional 60/40 portfolio. You’ll learn valuable insights into helping clients in today’s economic climate as he: Examines risk-return profiles of key financial vehicles, including […]

  • Simplicity – Solutions for Long-Term Care Needs

    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 best time to present and implement a plan to your clients that will protect their future.Join us as we go into detail on:Creating unlimited Tax-Free […]

  • Global Atlantic – Meeting the Moment: How to deliver clarity in a volatile environment

    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 will share their insight, expertise, and product knowledge to provide the tools to have confident conversations during volatile environments.  Here’s a closer look at what will […]

  • Wealth.com – The Ins and Outs of Gifting

    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, reporting, and planning opportunities. Ideal for advisors helping clients navigate complex gifting decisions in today’s evolving tax landscape. 👉 Click here to sign up