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.
When to claim Social Security is probably the most important financial decision in your clients’ lives. It is an enormously complex decision, particularly when it comes to couples. How the decision impacts asset allocation and planning for the rest of the portfolio is an important consideration as well. Best practices in these areas continues to evolve.
This seminar will explore high-level strategies for the bank advisory program as well as some tactical level, actionable advice for the individuals in the industry.
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.
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.”
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.