SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.
This one-hour webinar will focus on what to do about this problem. New applications from behavioral finance offer many solutions, including the concept of “anxiety adjusted returns.”
Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. There is no one right answer, but an optimal approach is often a blended one that takes assets from different accounts in a way that minimizes current and future income taxes.
In the highly competitive financial services market, business leaders know that real-time access to better data can help gain, cross-sell, and retain customers – driving growth for their business.
Register now for this informative and educational Financial Planning Editorial Insights web seminar and learn from industry experts how RIAs can establish and follow best practices.
Register now for this informative and educational web seminar. Hear from industry experts as they take you through the world of options.
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY
There are currently no live events.