Featuring

Andrew Altfest, CFP®, MBA  Founder & CEO of FP Alpha and President of Altfest Personal Wealth Management	Steven Siegel, JD President The Siegel Group	Kris Althouse, CIC, ARM Senior Vice President, Middle Market Client Services Manager  CBIZ Insurance Services, Inc.

Featuring

Michael DiJoseph   Senior Strategist, Investment Advisory Research Center Vanguard Investment Advisory Research Center	Maria Quinn Service Advice Strategist, Investment Advisory Research Center Vanguard Investment Advisory Research Center

Complimentary Training 

Jun 22 | 2:00-3:00 p.m. ET

Featuring

Mitch Anthony Co-Founder, ROL Advisor	Steve Sanduski, CFP Co-Founder, ROL Advisor

• How AI is the continuation of centuries of “left-brain” thinking and why a shift to “the other side” is the perfect counterbalance. 
• The importance of embracing AI. 
• How to find and amplify your unique voice. 
• How to deepen your capacity for emotion and empathy. 
• Why putting your client’s LIFE at the center of the planning conversation is critical. 

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Chat with Ed Slott: Mid-Year IRA Updates & Planning Ideas

Complimentary Webcast 

 

May 15 | 1:00-2:00 p.m. ET

Click here to view on demand. 

 

Featuring

 

Ed Slott - America's IRA Expert, Ed Slott and Company, LLC

 

Give your clients meaningful value and refuel your 2023 business momentum with timely, actionable insight from America’s IRA Expert!

Tune in for the latest IRA updates, including new rulings, problem areas and IRS guidance. Get answers to your biggest questions and proactive, up-to-the-minute planning insights to share with your clients immediately through this interactive session with Ed Slott.

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

 

Produced by   

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History Lessons: Putting Market Volatility In Perspective For Your Clients  

Complimentary Webcast 

 

May 9 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

 

Featuring

Justin R Clarke, CRPC®   Director of Sales Execution John Hancock Investment Management	Jason M. McKinney, CRPC® Senior Vice President, Business Consultant John Hancock Investment Management

 

If you’re being asked about the latest bout of market volatility, it’s a great opportunity to attract and retain clients by demonstrating the value that you add as a financial professional. You can share the depth of your knowledge not only about today’s markets but about the historical tendency of market patterns to repeat themselves even as circumstances constantly change. But how do you demonstrate this in a compelling way that could help clients invest through anxiety-inducing geopolitical events and shifting economic cycles?

 

We’re inviting you to join us for a “History lessons” webinar that offers answers to many of the pressing questions that your clients may be asking now:

 

• What does the history of market returns tell us?
• Is diversification dead?
• Is there a wrong time or right time to invest?
• What do inflation and rising rates mean for my life and my portfolio?

 

This webinar is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your client’s evolving needs while taking your business to the next level.

 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by      

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Preparing Your Practice For Success in the Coming Decade: Why You Need A New Approach To Client Advice, Service, And Practice Management

Complimentary Webcast 

 

April 27 | 2:00-3:00 p.m. ET

 

Click here to view on demand.

 

Featuring

 

Ric Edelman - Founder, Digital Assets Council of Financial Professionals & The Truth About Your Future

 

Financial advisors have enjoyed unprecedented success since 2009. But what worked for you in the past decade will lead to failure in the next.

 

Join legendary financial advisor Ric Edelman at this provocative and inspiring event, as he reveals why the advice you’ve been giving has become outdated and shows you how to build a practice that will thrive in the next decade and beyond.

 

You’ll discover how to create the “practice of the future” to reach new levels of success – and you’ll see why maintaining the “practice of the past” will cause your business to falter, subjecting your clients to future financial insecurity and regret.

 

Ric Edelman built the nation’s most successful RIA in history by focusing on the future, and now he brings you this must-see event!

 

Don’t miss it!

 

 

 

Sponsored by   

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Building Opportunities Through Teams

Complimentary Webcast 

 

April 26 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

Kirk Hulett Executive Vice President, Business Coaching & Consulting Advisor Group	Jeff Sietstra, BFA™ Vice President of Business Coaching Teams Advisor Group

 

Grow your business, optimize efficiencies, and achieve greater success through team building! Adding junior team members to your practice has numerous benefits – for you, your clients, and the associate(s) you hire. 

Join us for this 1-hour webinar opportunity, where you’ll learn: 

• Tips for building a team for efficiency and growth 
• Your role as an owner, including which duties you should perform yourself or assign to others 
• How to leverage marketing and technology to help grow your junior associate’s client base 
• Why team building is critical for succession planning

 

Join Advisor Group’s Jeff Sietstra, BFA™ VP Business Coaching Teams and Kirk Hullet, Executive Vice President, Business Coaching & Consulting on Monday, April 26, 2023, at 2:00 PM ET for a discussion on Building Opportunities Through Teams.

 

Sponsored by         

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It's Time to Ban "Retirement" from the Retirement Conversation 

Complimentary Webcast 

 

April 6 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Mitch Anthony Co-Founder, ROL Advisor	Steve Sanduski, CFP Co-Founder, ROL Advisor

 

 

Most advisors effectively handle the money question. Few are adept at handling the emotion question.

While most financial advisors hold themselves out as "retirement planners," the reality is, retirement is a dying concept and will be gone as the boomer generation ages out. Today's leading advisors understand that the traditional 3-stage model of life--education, work, retirement--is giving way to a non-linear multi-stage lifestyle where people will cycle in and out of education, work, leisure, recreation, sabbatical, gig economy, and encore careers. And this new cyclical lifestyle will require significant changes in the nature of financial planning and the role of "saving for retirement."

 

Join ROL Advisor Co-Founders, Mitch Anthony, and Steve Sanduski, on Thursday, April 6, 2023, at 2 PM ET for a conversation on helping clients chart their own retirement course on their terms.

 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by    

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Philanthropic Planning: How To Optimize Your Offering And Drive Growth 

Complimentary Webcast 

 

April 4 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

Featuring

Elizabeth Wong  National Director of Philanthropic Advisory Services Foundation Source	Julia Reed National Director Charitable Consulting Schwab CharitableTM

 

Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize your offering to deepen client relationships and achieve better outcomes?

In this session, you will learn:

• Current trends among charitably inclined clients
• How to integrate philanthropy into a donor’s wealth management strategy
• If a private foundation, donor-advised fund, or a combination of both is the right fit for your clients
• Tax efficient strategies and case studies to share with your clients
• Tools and resources to support philanthropic conversations

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by         

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Big Opportunities in Smaller Companies 

Complimentary Webcast 

 

March 30 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Brandon Rakszawski  VP, Director of Product Management VanEck	Andrew Lane Director of Equity Research – Index Strategies Morningstar

 

 

Smaller companies have long been looked to for their attractive return potential and this market tends to be less efficient as there is typically less information available on these companies. Morningstar helps investors address these hurdles and target this market segment with confidence.

• Large-cap U.S. companies dominate investor portfolios despite the fact that there are far more small- and mid-cap (SMID cap) companies in the market
• Less analyst coverage of SMID caps tends to lead to less efficiency in this market segment which can contribute to higher risks for investors
• Morningstar’s proven approach of targeting companies with advantages, or “moats” that are also trading at attractive valuations can help investors access U.S. SMID caps with confidence

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by      

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The Three Ways To Position Your Practice for Growth In 2023 

Complimentary Webcast 

 

March 28 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Rico Casares, CFP®, CLU®  Vice President, Director of Business Consulting AssetMark	Kezia Samuel, CFA®, CAIA® Vice President, Investment Consulting AssetMark

 

Balancing the needs of your clients with the needs of your advisory business is challenging, but it’s essential to maintaining growth and scale. Rico Casares and Kezia Samuel of AssetMark will discuss how to navigate the challenges advisors face through phases of growth by identifying opportunities to increase value, drive growth, and boost your firm’s performance. From client segmentation to succession planning to other key issues, our experts will identify the key decisions advisors must make to build a sustainable, successful business.

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by         

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Strategies for Resilience During Volatile Markets: Liquid Alternatives and Long/Short Equity 

Complimentary Webcast 

 

Mar 22 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Moderator: Jack Swift President and CRO TIFIN	Speaker: Chetan Jindal Patton Founder & CIO Greenwich Ivy Capital	Speaker: Eric Leake President & CIO Anchor Capital

Today’s market volatility has investors looking for ways to maximize their returns and minimize their losses. With a low correlation to traditional assets, liquid alternatives and long/short equity strategies offer a unique opportunity for potential gains during times of market volatility. Join the conversation with TIFIN’s President and Chief Revenue Officer, Jack Swift as he talks with Greenwich Ivy’s Founder and Chief Investment Officer, Chetan Jindal, and Anchor Capital’s President and Chief Investment Officer, Eric Leake as they discuss liquid alternatives and long/short equities, and the potential value these strategies can bring to the modern investor.

 

Topics covered in this webinar include

• Global events and their impact on liquid alternatives and long/short equities;
• Short-term vs. long-term benefits of a long/short strategy for the modern investor;
• Unique approaches to developing long/short funds including risk management, dynamic hedging, and more.

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by      

 

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Women, Wealth, And Wisdom: The Who, What, And Why Of Growing Your Client Base 

Complimentary Webcast 

 

March 8 | 1:00-2:00 p.m. ET

Click here to view the replay

 

 

Featuring

Michelle Fuller, CIMA®, CETF®  Managing Director of High Net Worth Distribution John Hancock Investment Management	Sarah Jean Walter, CIMA®, ABFP™, APMA™, CSRIC®, AWMA® Regional Vice President John Hancock Investment Management

 

Financial professionals today are faced with many important topics to address with their clients. Some are more challenging than others, such as addressing the planning needs of women and communicating with them in a meaningful way. Our new client-facing seminar titled  “Women, Wealth, and Wisdom: The Who, What, And Why Of Growing Your Client Base”, is designed to elevate the conversations you are having with women clients and prospects.  

 

This is not the typical Women and Investing webinar you may have seen in the past. And, it is not investment education! Instead, it focuses on financial planning issues that we face at various stages of life. We accomplish that by offering 8 different case studies which will each have at least one correlated checklist/worksheet. 

 

We begin the presentation by discussing the progress women have made in politics, business, education, earning power, and wealth. Then we move on to the case studies which have worksheets/checklists on the following topics:  

• First Time Home Buyer (w/Financial literacy checklist and First-time home buyer checklist) 
• Business Owner (with Business owner checklist) 
• Newly Widowed (With Executor checklist) 
• Newly Divorced (with Newly divorced checklist and Preparing for divorce checklist) 
• Caring for Aging Parents (with Longevity planning checklist) 
• Estate Planning (with Estate planning checklist) 
• Nearing Retirement (with Retirement readiness checklist) 
• Leaving a legacy -strategic philanthropy (with Philanthropy worksheet & checklist) 

 

Key takeaway #1 – This is a fresh approach for client seminars directed at women and digs deeper into real-life issues than what you may have seen in the past 

 

Key takeaway #2 – You can incorporate these checklists and worksheets into your financial planning/wealth management process  

 

Key takeaway #3 – The worksheets and checklists are all fillable pdfs making it easy for you to use them with your clients and prospects  

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by      

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Large Cap Growth: For the Next Wave of Innovation and Beyond 

Complimentary Webcast 

 

February 23 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Speaker: Andrew Choi Portfolio Manager, Senior Research Analyst Parnassus Core Equity Fund	Speaker: Shivani Vohra Portfolio Manager, Senior Research Analyst Parnassus Investments	Moderator: Joe Sinha, CIMA® Chief Marketing Officer  Parnassus Investments

 

Whether you are currently investing in large-cap growth or are looking for new choices for your clients, please join us for this exclusive webinar. 

 

Speakers: Parnassus Portfolio Managers Andrew Choi and Shivani Vohra and Chief Marketing Officer Joe Sinha 

 

Learning objectives: 

• Assess whether growth stocks now offer good opportunities after falling in value
• Learn whether the mega-cap technology companies are likely to lead the way with the rebound
• Consider whether Environmental Social and Governance (ESG) is an opportunity or a challenge for large growth stocks
• Discuss how important profitability is to growth stock performance
• Debate whether previous market darlings represented heavily in the indexes, will regain leadership 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by      

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Long-Term Growth and Retirement: Design Your Strategy with Longevity in Mind 

Complimentary Webcast 

 

February 22 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Moderator: Sharon French President of Asset Management TIFIN	Speaker: Troy Patton Founder and Managing Director Archer Funds	Speaker: David Sissman Co-Portfolio Manager Private Capital Management

 

While not always top of mind, longevity and retirement investing are core components of a balanced and resilient investment strategy. Join the conversation with TIFIN’s President of Asset Management, Sharon French as she talks with Archer Funds’ Founder and Managing Director, Troy Patton, and Private Capital Management’s Co-Portfolio Manager, David Sissman as they discuss the importance of longevity in a modern investment strategy.  

Topics covered in this webinar include: 

• Long-term growth and retirement strategies for the modern investor;  

• The benefits and challenges associated with retirement investing in a volatile market; 

• SME outlook on retirement investing and the long-term growth category for 2023 and beyond. 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by      

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The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients

Complimentary Training 

February 16 | 2:00-3:00 p.m. ET

 

Featuring

 

Bill Bachrach - Expert FA Trainer

 

Your future Ideal Clients are people with money who are currently doing business with other advisors.

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

Client Acquisition is 100% your responsibility.

Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

 

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

1. Who should your target client be and why?
2. What's the biggest mistake most financial advisors make and what to do about it?
3. Why is it easy to “steal” (rescue) the best clients from established advisors?
4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

 

 

Produced by   

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Ultimate Rainmaker: Building A Steady Stream of New Wealthy Clients From Accountants and Attorneys 

 

February 15 | 2:00-3:00 p.m. ET

Registration for this masterclass is now closed. 

 

Featuring

Russ Prince Executive Director of Private Wealth magazine & Chief Content Officer for High-Net-Worth Genius

 

Ultimate Rainmaker is NOT for advisors who want to earn a little more. Ultimate Rainmaker is for advisors who want to earn 2x or 3x more. It’s for advisors who want a $1 million annual income or greater.Referrals are the most effective way for almost all advisors to find new wealthy clients. Referrals from other professionals—accountants and attorneys—regularly result in new high-quality wealthy clients. You’re probably well aware of this fact.

 

How effective are you at getting wealthy or ultra-wealthy or even super-rich referrals from accountants and attorneys? Most advisors are not very effective.

 

Ultimate Rainmaker is an empirically derived, time-tested methodology for building a steady stream of new wealthy clients for advisory practices. If you master Ultimate Rainmaker, the results are usually game-changing for the wealthy, for the accountants and attorneys you decide to work with, and for your advisory practice.

 

This masterclass consists of…

• One 1-hour live online group event

• More than 4 hours of educational videos

• Please go to hnwgenius.com to see the list of videos

• The educational videos are available on February 15, 2023, and for the following 4 months

 

In this masterclass, the following are some of the concepts and processes you will LEARN…

• How the wealthy—and more so the very wealthy—usually select advisors

• Who is the best kind of professional to work with

• How to identify accountants and attorneys who would make good advocates for your advisory practices

• Why it’s YOUR decision which accountant or attorney will refer you to their wealthy clients

• How to get more wealthy clients from your clients and why this will help you get more wealthy client referrals from accountants and attorneys

• How to become the expert the wealthy want and how you can help accountants and attorneys become thought leaders

• How to develop a deep understanding of the accountant’s or attorney’s practice

• How to get new wealthy client referrals in the very first meeting with an accountant or attorney

• How to get buy-in from accountants and attorneys

• How to leverage the Law of Reciprocity

• How to help accountants and attorneys become wealthier and never send them a referral

 

 

This masterclass is designed for technically capable advisors as well as senior management of advisory firms focused on substantially growing their businesses by developing a pipeline of new wealthy, ultra-wealthy, and super-rich clients.

 

Produced by      

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SECURE 2.0 - What Advisors Need To Know With Ed Slott

Complimentary Webcast 

 

January 25 | 1:00-2:00 p.m. ET

 

Click here to view on demand. 

Click here to read Answers To Advisors' 2023 Beneficiary RMD Questions

 

Featuring

 

Ed Slott - America's IRA Expert, Ed Slott and Company, LLC

 

From the SECURE Act ringing in the new year in 2020 to SECURE 2.0 kicking off 2023, there are more rules, effective dates, and limitations than ever before for advisors to keep straight!

Tune in as Ed Slott shares the essential planning updates and conversations you need to be having immediately, while his team of America’s IRA Experts answers your questions in real-time via chat, including:

• Highlights of new Secure 2.0 Act provisions—what is and is not included
• How you can help your clients wade through the confusion generated around RMDs now...And in the future
• Roth-o-mania! Why Roth options and conversion evaluation is more critical now than ever
• Ed’s 3-year plan to capitalize on today’s high inflation rates
• Answers to your biggest questions!

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

 

Produced by   

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End-of-Year Tax Planning Tips Advisors Need To Know Now 

Complimentary Webcast

 

December 15 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Moderator: Evan Simonoff Editor-in-Chief and Editorial Director of Financial Advisor Magazine	Speaker: Bill Vasil, CPA, CFP, MACC Tax Partner at Ary Roepcke Mulchaey, P.C	Speaker: Andrew Altfest, CFP®, MBA Founder and CEO of FP Alpha	Speaker: Jessica Nelson, CPA, CFA Altfest Personal Wealth Management

 

Now is a perfect time for advisors to reach out to their clients and schedule important discussions on year-end planning and planning for the year ahead. There are a few time-sensitive areas that provide both opportunity and value to advisors and their clients and our panelists will share their views on the key items to focus on NOW.

 

Whether it's Tax Strategies for a Down Market, RMD's, Charitable Giving, Roth conversions, or updates to contribution limits, now is the time to be meeting and having these discussions.  They will also address how tech tools assist in narrowing key recommendations customized for each client; allowing for personalization and scalability.

 

Join award-winning advisor, Andrew Altfest, CFP, and tax specialist Bill Vasil, CPA, CFP, MACC for an important webinar so that you and your clients are best set up for success in 2023.

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by  

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Decumilation Diversification: Draw-Down Retirement Strategies To Help Make The Most Of Hard Earned Assets Accumulated

Complimentary Webcast 

 

December 14 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Schyler Adams, CFP® Advanced Strategies & Planning Platforms Director Allianz Life Insurance Company of North America

 

A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. In this session, we will analyze a case study and make adjustments to how we are drawing down our assets to look at the impact it has on the Monte Carlo score, or Probability of Success, along with other quantitative factors to analyze when making adjustments in a financial plan.
 

Learning Objectives

• Trade-off of paying taxes now vs later
• How to ease the risk of rising inflation and taxes throughout retirement
• How to quantify with data reasons behind increases, or decreases, in the monte carlo probability of success

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by   

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How ESG Can Bridge Next-Gen Wealth Transfer Conversations

Complimentary Webcast

 

December 13 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Angie O' Leary Head of Wealth Planning  RBC Wealth Management	Andrew Heald, CRPC®  Sr. Vice President - Financial Advisor RBC Wealth Management	Kent McClanahan, CFA® Head of Responsible Investing RBC Wealth Management

 

The Great Wealth Transfer has begun, with trillions of dollars expected to pass hands from the baby boomers to their adult children over the next two decades. Yet how millennials expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views, giving rise to a lack of interest or frustration among some next-gen inheritors. 

 

In this panel discussion, we will explore how the increasingly popular ESG investing (Environmental, Social and Governance, otherwise known as responsible investing) can help bridge the gap between generations, and what advisors can do to successfully facilitate wealth transfer discussions.

 

The webinar will be hosted on Tuesday, December 13, 2022, at 2:00 P.M., Eastern time. Panelists include: 

• Kent McClanahan, Head of Responsible Investing
• Angie O’Leary, Head of Wealth Planning
• Andrew Heald, Senior Vice President - Financial Advisor

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by  

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Seeking Income as the Outcome in 2023

Complimentary Webcast

 

December 8 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Garret Paolella Co-founder and Managing Partner NEOS Investments	Mark Yusko Founder, CEO and Chief Investment Officer Morgan Creek Capital Management	Aaron Gilman Chief Investment Officer Independent Financial Partners

 

Join us for a discussion with industry veteran and CEO/CIO of Morgan Creek Capital Management, Mark Yusko, where he’ll provide his thoughts on what 2023 may bring - from a potential recession to continued interest volatility – and how investors may be able to position their portfolios for success.

 

Garrett Paolella, Co-Founder & Managing Partner at NEOS Investments, will outline unique investment solutions with a specific focus on generating tax efficient income, and various ways to implement them.

 

Aaron Gilman, CFA, CFP®, Chief Investment Officer at Independent Financial Partners, will offer investment ideas for the new year and how financial advisors can incorporate income strategies into a diversified investment portfolio.

The expert panelists will discuss:

• Inflation, the Fed, and maintaining purchasing power in 2023
• How to seek tax efficient monthly income from core portfolio exposures
• An advisor's perspective on how to position client portfolios

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by  

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Understanding Medicare: What Your Clients Need To Know For 2023 

Complimentary Webcast 

 

November 17 | 1:00-2:00 p.m. ET

Click here to view on demand

Click here to view slides.

 

Featuring

 

Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS  SVP and Head of Sales John Hancock Investment Management	Danielle Kunkle Roberts Founding Partner Boomer Benefits

 

Financial professionals today are faced with many important topics to address with their clients. Some are more challenging than others, such as understanding Medicare and how it affects your client’s financial plan into retirement. Learn how to help your clients plan for Medicare decisions by understanding the ins and outs of the program and its many parts. This is critical knowledge for advisors and investors for many reasons, including the impact of premiums, copays, and deductibles on retirement income. We will cover: 

• History of Medicare 
• Medicare parts & when to enroll 
• Medicare costs 
• Medigap plans 
• Medicare Advantage plans 
• Working past 65 
• Impact of the Inflation Reduction Act of 2022 on Medicare 

The webinar will be hosted on Thursday, November 17, 2022 at 1:00 P.M., Eastern time, by Darren Smith, CFP, ChFC, CMFC, GFS, CFS, SVP and Head of Sales at John Hancock Investment Management and Danielle Kunkle Roberts, Founding Partner at Boomer Benefits. Key takeaways include: 

1. Understand all costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan 
2. Compare the differences between Original Medicare + Medigap plans versus Medicare Advantage plans 
3. Learn how Medicare enrollment works so that you can help clients avoid lifelong penalties 
4. Changes in prescription drug affordability due to the Inflation Reduction Act of 2022 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by      

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Dividends and Beyond: Generating Income In Today's Environment   

Complimentary Webcast 

 

November 16 | 11:00 a.m.-12:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Moderator: Tim Stegner Head of Sales and Asset Management Partnerships  TIFIN	Speaker: Alex Graf, CIMA, CRPC IETF Specialist, Institutional & ESG Models Nuveen	Speaker: Ian Mortimer Co-Portfolio Manager SmartETFs

 

With midterm elections closely approaching, there isn't much Congress can do from a fiscal standpoint to better inflation, monetary policy will likely be the best tool.

Join TIFIN’s President & CRO, Jack Swift, Nuveen’s Alex Graf, ETF Specialist, Institutional and ESG Models, and SmartETF’s Co-Portfolio Manager, Dr. Ian Mortimer for a conversation on why dividends and other investment vehicles are relevant today in a high-inflationary environment. 

Topics covered in this webinar include:

• The battle of “Fire” (Inflation) vs “Ice” (Interest Rates), who’s going to win that battle and by how much
• The midterm elections and the challenge of raising rates
• Where to allocate your capital and generate income in today’s environment

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by 

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The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients

Complimentary Training 

November 15 | 2:00-3:00 p.m. ET

Click here to register.

 

Featuring

 

Bill Bachrach - Expert FA Trainer

 

Your future Ideal Clients are people with money who are currently doing business with other advisors.

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

Client Acquisition is 100% your responsibility.

Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

 

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

1. Who should your target client be and why?
2. What's the biggest mistake most financial advisors make and what to do about it?
3. Why is it easy to “steal” (rescue) the best clients from established advisors?
4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

 

Produced by   

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Breaking Down Biblically Responsible Investing with Bright Portfolios   

Complimentary Webcast 

 

November 10 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Moderator: AJ Boury  Head of Marketing TIFIN	Speaker: Ben Malick, CFA, CK, CFA Partner Bright Portfolios	Speaker: Stephen Stricklin, CFP, CKA, CFA Partner Bright Portfolios

 

Money should do good for all. But most investments only focus on returns. For people of faith, this shouldn’t be enough. It should be possible to get returns that match – and possibly outperform – the market without sacrificing or compromising their beliefs.

Join TIFIN and Bright Portfolios’ Stephen Sticklin and Ben Malick as they share how advisors can incorporate biblically responsible investing into their own portfolios: 

• Deep dive into why they are dedicated to biblically responsible investing
• Their investment screening philosophy
• How they construct their portfolios
• Common misconceptions

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by 

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Finding Attractive Income In Today's Market  

Complimentary Webcast 

 

November 9 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Moderator: Erez Yereslove COO TIFIN	Speaker: Eric Boughton, CFA Portfolio Manager & Chief Analyst Matisse Capital	Speaker: Jeff Klingelhofer, CFA Co-Head of Investments & Managing Director Thornburg Investment

 

Tightening cycles, midterm elections, and no recession in sight, what investment vehicles are best to weather the storm and shield against your income portfolios? Join TIFIN’s COO Erez Yereslove, Matisse Capital’s Eric Boughton, Portfolio Manager, and Chief Analyst, and Thornburg’s Jeff Klingelhofer, Managing Director, Head of Investments, for a conversation on the search for income in a tightening cycle.

Topics covered in this webinar include:

• Solutions for today’s environment to bolster your income portfolios, including, but not limited to, closed-end funds
• How to take advantage of fund structures during periods of liquidity
• Types of funds an investor should purchase in the bond space
• Risks of cash distributions
• Macroeconomic outlook: Fed rate hikes and their impact on income

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by 

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Learning from the M&A Journey for Women-Led Firms  

Complimentary Webcast 

 

November 3 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Speaker:  Christina Markell-Balleza, JD   Managing Director, General Counsel CAPTRUST	Speaker: Christeen Reeg Principal, Financial Advisor CAPTRUST	Moderator: Margaret Jarocki Senior Director, Integration CAPTRUST

 

For firm owners, the decision to sell can stem from many catalysts. 

 

Christina Markell-Balleza joined CAPTRUST in 2019 from South Texas Money Management, where she served as co-CEO. Currently, she serves as the firm’s general counsel and is a core part of the firm’s M&A team. Christeen Reeg joined CAPTRUST in 2021 through her former firm, Pacific Investment Consultants. Thanks to their roles, Christina and Christeen have perspectives from both sides of the M&A process. 

 

In this session, you’ll hear from leaders of two women-led firms about their lessons learned from the M&A journey and beyond.

 

 

Sponsored by    

 

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Find Calm and Clarity Amid Chaotic Commodities  

Complimentary Webcast 

Oct 13 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Shawn Reynolds Portfolio Manager VanEck Global Resources Strategy, VanEck Environmental Sustainability Strategy and VanEck Future of Foods ETF

 

Commodities have emerged from their decade-long bear market sparked by accelerating environmental requirements and unforeseen geopolitical events, coupled with years of underinvestment. As inflation concerns linger, investors may be overwhelmed and under allocated to the benefits of resource equities as well as to those areas poised to respond to the move towards cleaner, sustainable alternatives. VanEck’s Shawn Reynolds, Portfolio Manager of the Global Resources Strategy and the Environmental Sustainability Strategy, will discuss how to recalibrate portfolios and expectations based on current conditions and the ongoing resource transition.   

 

• Current market environment including fundamentals, governmental policy and regulation, and global growth  
• Sector-specific analysis on conventional and renewables sectors 
• Companies at the forefront of current trends and portfolio-specific considerations 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications. 

 

Sponsored by   

Winning More: Become The Preeminent Financial Advisor In Your Community 

Complimentary Webcast 

October 11 | 4:00-5:00 p.m. ET

Click here to view on demand.

 

Featuring

 

John Bowen Founder and CEO of CEG Worldwide	Chris Smith Creator ofThe Campfire Effect™

 

With all the political, economic, and social uncertainty going on in the world right now, your affluent clients are confused and concerned. They need more than just financial advice during this time—much more.

 

That said, in uncertain and volatile times like these, there are golden opportunities for intrepid advisors to win more—in the form of increased AUM, acquiring wealthier clients, and racing up the hierarchy of advisor success to the vaulted Level of Preeminence in the fastest time possible.

 

In this webinar you’ll discover how to “show up” in a powerful new way that will convince the affluent you are the only logical choice for their trusted, “go-to” advisor.

 

 

Sponsored by 

Faith-Based Investing Is No Longer In The Background 

Complimentary Webcast 

October 6 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Bob Doll, CFA® Chief Investment Officer Crossmark Global Investments	David Hanna Chief Investment Officer Knights of Columbus Asset Advisors	Mike Skillman CEO Faith Investor Services (FIS)

 

Increasingly, clients are concerned that their portfolios be aligned with their values. Faith-Based investing has a dual mandate to generate investment returns in a faithful manner. The number of values-based investment offerings from institutional quality managers has been on the rise in recent years and continues to grow.

In a webinar sponsored by Faith Investor Services, learn from two seasoned institutional investment professionals the best practices of faith-based investing. Bob Doll, CIO of Crossmark Global Investments and Tony Minopoli, CIO of Knights of Columbus Asset Advisors will discuss:

• The Importance of discussing your client’s values impact on their investment plan.
• Does faithful investing require sacrificing return or increasing risk?
• The difference between negative screening, emphasizing good companies and corporate engagement.
• Update on current state of the market and outlook for the remainder of 2022.

 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by 

Growing Your Business with ESG 

Complimentary Webcast 

September 29 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Joe Sinha, CIMA®   Chief Marketing Officer Parnassus Investments	Kelly Bush Director of Retail Intermediary Parnassus Investments

 

Environmental, social, and governance (ESG) investing continues to grow in popularity as investors look to align their portfolios with their values.

 

In this webinar, Parnassus Investments Chief Marketing Officer Joe Sinha and Director of Retail Intermediary Kelly Brush will discuss how the ESG investment marketplace is evolving, its impact on investors, and opportunities for advisors to leverage this growth to attract clients and deepen relationships. Parnassus has been investing in ESG for over 35 years. It can help advisors understand why they should integrate ESG into their business, how to add ESG funds to their portfolio and how to identify clients that may have an interest in ESG investing.

 

This webinar will highlight client stories and key takeaways that outline different approaches advisors can use to grow their business with ESG.

 

 

 

Sponsored by      

Featuring

Cor Hoekstra  Executive Vice President TIFIN Wealth	Nick Stonestreet CEO RonaldBlue Trust

Featuring

Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS  SVP and Head of Sales John Hancock Investment Management	Danielle Kunkle Roberts Founding Partner Boomer Benefits

Featuring

Angie O' Leary Head of Wealth Planning RBC Wealth Management	Cyndy Ranzau Wealth Strategist RBC Wealth Management	Cathy Walker Sr. Trust Consultant RBC Wealth Management	Betsy Erikson Head of Family and Individual Services Arabella Advisors

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

Featuring

Moderated by: AJ Boury Head of Marketing TIFIN	Speaker: Thomas Hartmann-Boyce Client Portfolio Manager ARK Invest	Speaker: Jeremie Capron Director of Research ROBO Global

Featuring

Izaak Mendelson  Head of Models Distribution Invesco Investment Solution	Karl Desmond Director, US Model Portfolios Invesco Investment Solution

A growing number of financial professionals are transitioning to the “model practice” with the goal of amplifying the performance of their portfolios, their teams, and their businesses while increasing efficiency. Model portfolios are just one way of creating economies of scale within an advisor’s practice, giving advisors the opportunity to deploy time, energy, and resources to areas that likely matter most to their clients and teams.

Featuring

Russ Prince Executive Director of Private Wealth magazine & Chief Content Officer for High-Net-Worth Genius	Homer Smith Managing Director of the Integrated Family Office &Founder of Konvergent Wealth Partners

A significant percentage of accounting firms have wealth management practices or are joint-venturing with financial advisors to provide wealth management services. Some of these endeavors are working well, but the greater majority are not coming close to their potential.

Featuring

Michael Finke, Ph.D Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security The American College of Financial Services

Sponsored by   

Featuring

Moderated by: Matt Barley, RICP® Director of Advisor Sales Magnifi by TIFIN	Speaker: Marc Drummer, CAIA, CIMA® Managing Director & Portfolio Manager Principal Global Investors	Speaker: Jean Paul Lagarde Chief Investment Officer Advisor Resource Council

Featuring

Moderated by: Matt Barley, RICP® Director of Advisor Sales Magnifi by TIFIN	Speaker: Thomas Hartmann-Boyce, CFA Client Portfolio Manager ARK Investment Management	Speaker: Dan White, CFA Client Portfolio Manager ARK Investment Management

Featuring

Michael Episcope Co-CEO Origin Investments

Sponsored by

Featuring

Andrew J. McFetridge, CPWA, CRPC Head of Strategic Relationships and Investment Specialists John Hancock Investment Management

Sponsored by   

Featuring

Bill Bachrach - Expert FA Trainer

Your future Ideal Clients are people with money who are currently doing business with other advisors.

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

Client Acquisition is 100% your responsibility.

Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

1. Who should your target client be and why?
2. What's the biggest mistake most financial advisors make and what to do about it?
3. Why is it easy to “steal” (rescue) the best clients from established advisors?
4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

Produced by   

Featuring

Bill Meyer Founder and CEO Income Solver	William Reichenstein Head of Research Retiree Income and Social Security Solutions

Featuring

AJ Boury Chief Marketing Officer TIFIN Grow	Robert Minter, CFA, CMT, CAIA Director of ETF Investment Strategy abrdn	Dorrit Lowsen President & COO  Change Finance

• Themes and trends shaping viewpoint investing in the second half of 2022
• Commodities and energy transition
• How to access diversified exposure to ESG companies through ETFs
• And more

Featuring

Wylie Tollette CFA, Head of Client Investment Solutions Franklin Templeton Investment Solutions	Gene Podkaminer CFA, Head of Research Franklin Templeton Investment Solutions

Sponsored by   

Behavioral Finance: The Power Of Behavior To Build Wealth + Health

Featuring

Ryan Bertrand VP Managing Director Advanced Markets Transamerica

Sponsored by   

Featuring

Moderated by: Matt Barley, RICP® Director of Advisor Sales Magnifi by TIFIN	Speaker: Leah Turino Portfolio Manager Boston Common Asset Management	Speaker: Joana Arthur Investment Director Boston Common Asset Management	Speaker: Jack Meyercord Chief Investment Officer Conscious Endeavors

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications. 

Featuring

David Schassler - Portfolio Manager and Head of Quantitative Investment Solutions, VanEck

Many investors have never experienced the extensive risks and destructive portfolio impact that high inflation inflicts. Investors last faced inflation risk in the early-to-mid 2000s with the most notable bout of inflation occurring in the 1970s.
 
Over the last several months, the inflation debate has evolved from whether there would be any inflation at all to how high and how long it will last. With the first part of the debate seemingly settled and the answers to the magnitude and duration questions pointing toward higher and persistent, the need for investors to reconsider their portfolio exposures has taken on even more importance.
 
Join David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions, for an examination of current inflation drivers and how to adapt allocations using real assets, including gold, commodities, and natural resources equities, to offset its potentially detrimental effects.
 
In this upcoming webcast, topics will include:

• Parallels to the High Inflation Regimes of the 1970s and 2000s
• Historical Real Asset Outperformance Compared to Traditional Assets
• Managing Portfolios to Hedge Inflation Risk in Today’s Cycle

Sponsored by  

Complimentary Webcast 

April 28 | 4:00-5:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Christopher Volpe Director, Wealth Management Solutions Informa	Franklin Tsung Growth Advisor AppCrown	Jermaine Edwards Founder Customer Transformation Thinking & Irreplaceable Advisory Group

 

“Every client relationship is subjected to an ongoing examination of value. Nowhere is that more profound than in financial services, where clients are wholly conditioned to identify risk, reward and profit.” – Jermaine Edwards, Founder of the Irreplaceable Advisory Group

 

Join Jermaine Edwards, Founder of Customer Transformation Thinking and the Irreplaceable Advisory Group, Zephyr’s Director of Wealth Management Solutions Christopher Volpe, and AppCrown Growth Advisor Franklin Tsung for a special webinar offering insights into tactics top advisors are incorporating to grow their business.

• Discover what successful advisors are incorporating into their presentations and proposals to win and retain clients
• Easily identify opportunities to engage investors and earn referral introductions
• Learn the value of integrating digital assets and why 2022 is the year to make it happen

 

Sponsored by  

Register today and join us on April 27–29 for The Elite Wealth Manager Summit: Become the Preeminent Advisor in Your Community. We’ll show you everything you need to break through to the level you’re aiming for and become the go-to advisor the affluent regularly seek out.

The answer lies in the elite wealth manager framework. You’ll discover this powerful road map used by top advisors in our industry to move to the highest levels of success. We’ll unpack this framework together and teach you exactly how to pull the three levers within it to greatly accelerate your own success. Here’s a sneak peek at those levers:

• Clarity of intent: Crystal clear goal clarity plus the business model elites use to serve exactly the right clients
• World-class client experience: The tools that result in greater client loyalty, expanded AUM and introductions to qualified prospective clients
• A wealthy client pipeline: The proven, repeatable process for systematically attracting new affluent clients while moving as far upmarket as you wish

Sponsored by  

Featuring

David Lovell Managing Director Swan Global Investments	Eric Qian Vice President, Portfolio and Index Management Emles	Jim Atkinson President  SmartETFs

Moderated by

AJ Boury - CMO of TIFIN Grow

The world is changing, and the varied approaches on how to invest in line with those changes can be daunting for investors and the advisors that serve them. Join TIFIN Grow in an exploration of how AI-driven personalization can help advisors connect to investments aligned with each person's unique profile. Fund managers Swan Global Investments, Emles, and SmartETFs will share their perspectives on the current market environment and the solutions that can help advisors customize to each client's preferences.

Featuring

James Vogl Senior Investment Strategist, Vise	Zoran Basich Head of Content Strategy, Vise

Get tips on:

• Understanding the coming influx of investors seeking a new financial advisor
• Using education as a key driver of advisor success
• Preparing for the client interactions and tech solutions that will resonate the most
• Talking about emerging asset classes like crypto
• Positioning your business to put yourself ahead of the competition

Sponsored by   

Featuring

Thomas Canals Account Management, Vise	Christian Boinske Senior Investment Strategist, Vise

Your future Ideal Clients are people with money who are currently doing business with other advisors.

Advisors know growing their practice depends on optimal tax management — fully 80% of investors expect their advisors to minimize their taxes. But the vast majority of advisors conduct tax-loss harvesting only at year's end, missing out on major opportunities, and nearly half rely on less-than-optimal tools like email and spreadsheets to monitor portfolio performance. This “optimization gap” leads many advisors to worry they could lose clients due to a lack of effective tax management.

Join us for a webinar on March 31 at 2:00 p.m. EST to discuss up-leveling your practice with up-to-date tax management strategies that save time, meaningfully optimize performance, and put you in a position to take proactive advantage of market conditions.

Get tips on:

• Single-stock strategies
• Optimal ETF deployment
• Creating multiple tax-harvesting options in each portfolio
• The role of automation in creating tax alpha
• And much more

Sponsored by   

Featuring

Bill Bachrach - Expert FA Trainer

Your future Ideal Clients are people with money who are currently doing business with other advisors.

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

Client Acquisition is 100% your responsibility.

Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

1. Who should your target client be and why?
2. What's the biggest mistake most financial advisors make and what to do about it?
3. Why is it easy to “steal” (rescue) the best clients from established advisors?
4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

Produced by   

The Ultimate Balancing Act: Managing Work, Family And Personal Priorities All While Avoiding Burnout!

Complimentary Webcast

March 16 |  2:00–3:00 p.m. ET

Click here to view the replay.

 

Featuring

 

Kristen Kimmell EVP, Business Development, Advisor Group, Inc.	Trisha Qualy Managing Partner, Affiliated Advisors	Sibyl Slade    VP and Financial Advisor, LifePlan Advisors, Inc

 

Moderated by

Suzanne Siracuse - Founder and CEO of Suzanne Siracuse Consulting

 

Financial professionals take care of their clients, their teams, and their families and make daily decisions that affect the balancing act of their professional and personal relationships. Our panel of working women will share their proven techniques and tactics to best manage your work-life balance in 2022. Join us as we discuss:  

 

• The pandemic and its effect on work-life balance

• Real life examples on how to manage yourself when life gets out of balance

• The importance of community: How to ensure this is part of your balancing act

• Taking care of your team

• Burnout is real. Do not ignore this!

 

 

This program has been accepted for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by     

Click here to view the replay.

Featuring

Ric Edelman - Founder, Digital Assets Council of Financial Professionals

The business of financial advice is as competitive as ever, and it’s never been more challenging to set yourself apart in your efforts to win new clients and assets. Now, the emergence of the first new asset class in 150 years – digital assets – offers you opportunity to invigorate your practice, generate new revenue, and enhance the value you provide to your clients.

Financial advisors are expected to generate $4.6 billion in fees from digital assets over the next 5 years, and 8 in 10 clients already expect their advisors to be knowledgeable about this new technology. And 6 in 10 clients are willing to switch advisors to get the advice they want and need about bitcoin and other digital assets. Join Ric Edelman as he shows you the business case for adding digital assets to your practice – and how to enhance your service even if you hate bitcoin! By the end of this session, you’ll know where to get the education you need and how to talk with your clients about digital assets.

March 10 |  3:00–4:00 p.m. ET

Featuring

Don Casturo Chief Investment Officer, Quantix Commodities	Sonya Morris Managing Director, Investment Team, Harbor Capital Advisors, Inc.	Darren Spreeuw, Ph.D.      Portfolio Manager, Ratio Wealth Group

Moderated by

Matt Barley - Director of Advisor Sales, Magnifi by TIFIN

Inflation rates in the U.S. have increased at the fastest pace in decades. In fact, U.S. CPI recently rose by 7.5% in January, the highest year over year increase since 1982. It's no surprise that many clients want to understand how this affects them and what steps you're taking to help hedge inflation and protect their portfolio.

Join our panel of specialists from Harbor Capital, Quantix Commodities, Ratio Wealth Group and Magnifi by TIFIN for a virtual panel discussion about:

●      Current drivers of rising consumer prices

●      Pros & cons of various inflation hedges and why commodities stand out

●      Actionable strategies for hedging portfolios against elevated consumer prices

●      Tools for advisors to discover, analyze, and propose new strategies

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

March 8 |  2:00–3:00 p.m. ET

Click here to view the replay.

Featuring

Thomas Hartmann-Boyce, Client Portfolio Manager, ARK Invest	Hal Malone Principal, Sea/Switch Partners	AJ Boury Chief Marketing Officer, TIFIN Grow

Click here to register.

Featuring

David Scherer - Co-CEO, Origin Investments

According to the National Association of Realtors, more than 700,000 new apartment units were absorbed by renters in 2021, representing 50% more units than the pre-pandemic high and outpacing the roughly 360,000 new apartments delivered in 2021. This supply and demand imbalance is expected to continue, creating unprecedented opportunities for investors looking to generate outsized returns by investing in multifamily ground-up development.  

In this webinar, Origin Investments Co-CEO David Scherer will discuss the tailwinds in the current market environment that have Origin bullish on multifamily development, such as increased rent growth, rising inflation and shortage in housing supply. He’ll also discuss how private multifamily real estate benefits an investor’s portfolio and why an increasing number of advisors are allocating their clients’ portfolios to private real estate. 

Origin Investments is a private real estate manager that provides best-in-class real estate solutions for RIAs and their clients. They’ve been building, buying and lending to multifamily projects in fast-growing markets throughout the U.S. for 15 years. They rank in the top decile of best-performing private real estate fund managers ranked globally by Preqin, an independent provider of data on alternative investments. 

Click here to view the video replay.

Featuring

Dr. Edward Yardeni - President, Yardeni Research, Inc.

Accurately predicting price inflation is one of the most important prerequisites for predicting the outlook for the stock and bond markets. A bad inflation forecast almost certainly will result in bad investment choices in all the major financial markets.

In this video webinar, legendary Wall Street economist and investment strategist Dr. Ed Yardeni reviews the history of inflation. He assesses the various measures that are used to track both prices and wages and examines various inflation models--including the war & peace paradigm, the Phillips curve (cost push), the output gap (demand pull), monetary velocity, productivity, and the Age Wave. Dr. Ed also discusses deflationary forces and the Fed’s inflation targeting approach.

February 9 |  2:00–3:00 p.m. ET

Click here to view the video replay. Click here for the presentation slides.

Featuring

Susan Theder Chief Marketing and Experience Officer, FMG Suite	Samantha Russell Chief Evangelist, FMG Suite and Twenty Over Ten	Mary Kate Gulick    Chief Marketing Officer, Carson Group

An advisor’s website is their most important marketing asset. Acting as your digital office, it’s the first thing most prospects will see when searching for you online.
 

How can your website differentiate you from the rest of the pack? To be effective, your site needs to stand out and create a genuine connection with potential clients. But what does this mean for your site? Where should you focus your efforts and what features are most important?

Join Samantha Russell, Chief Evangelist of FMG Suite and Twenty Over Ten founder, and Mary Kate Gulick, Chief Marketing Officer at the Carson Group as they break down simple strategies to get the most out of your website.

You’ll walk away with:

• Simple design updates to attract the right audience and convert more   visitors
• Content ideas to boost lead generation and drive new business
• A website referral strategy proven to close new clients
• Inspiration from real, effective advisor websites to spark your creativity

Simple website updates can make all the difference in your marketing. So join us and set yourself up for success in 2022.

Video replay will be available soon.

Featuring

Schyler Adams, CFP Financial Technology Field Director	Mark Paulson VP, Hedge Business Development

A critical element of a successful retirement spending plan is creating consistent and sustainable income. When creating a plan there are four main variables you can control: the client’s retirement age, pre-retirement contributions, retirement income amount, and the asset allocation of the portfolio. After identifying a spending plan based on what clients can control, the plan is still exposed to four major uncontrollable risks: longevity, market returns, inflation, and portfolio shocks.

This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity (RILA) with guaranteed lifetime income through an income benefit rider that is available for an additional cost to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.

In this course we will:

February 3 |  1:00–2:00 p.m. ET

Click here to view the video replay.

Featuring

Robert Stella, CFP Head of Advisor Growth, Magnifi by TIFIN	Renato Leggi, CFA, CAIA Client Portfolio Manager, ARK Invest	Thomas Hartmann-Boyce      Client Portfolio Manager, ARK Invest

Jean Paul Lagarde - CIO, Advisor Resource Council

While disruptive innovation strategies may experience short-term volatility, long-term trends point to future growth potential from rapidly developing technologies. Financial advisors have an opportunity to help prospects understand the long-term benefits of innovative developments that can change the world as we know it.

Join our panel of experts from ARK Invest, Advisor Resource Council and Magnifi by TIFIN for an interactive discussion about: 

• The current market environment and how volatility has affected innovation
• How to diversify client portfolios through exposure to disruptive technologies
• What technology financial advisors are using to guide client conversations

Click here to view the video replay. Click here for the presentation slides.

Featuring

Doug Ewing - Vice President, Insights & Solutions Field Team, Nationwide

A client’s legacy is about much more than their money, but planning how assets will be passed along is important. In this presentation you’ll learn the role a financial professional has to play in the successful transfer of wealth to the next generation, including:

• Helping the spouse avoid the “widow’s penalty” 
• Maximizing the tax efficiency of the estate 
• Helping heirs avoid income tax shock 
• Protecting immature heirs from a lump-sum inheritance 
• Developing relationships with the client’s children

Complimentary Webcast | December 14 |  1:00–2:00 p.m. ET

Click here to view the video replay.

Featuring

Matt Barley Director of Advisor Sales, Magnifi by TIFIN	Kieran Kirwan Director of Investment Strategy, ProShares	Jean Paul Lagarde           Chief Investment Officer, Advisor Resource Council

Edward Rosenberg - SVP and Director of ETFs, American Century Investments

The close of 2021 brings with it a host of new challenges that are keeping advisors and their clients up at night. Inflation, interest rates, and tax rates all appear to be on the rise. Many clients – especially those that are in or nearing retirement – want to understand how they’re impacted and what changes you’re making to protect their portfolios.

Join our panel of experts from American Century Investments®, ProShares, Advisor Resource Council, and Magnifi by TIFIN for an interactive discussion about the state of the fixed income environment, how to navigate market headwinds, and what technology advisors are using to guide client conversations.

Click here to view the video replay. Click here for the presentation slides.

Featuring

Bruce Bond Co-Founder & CEO, Innovator Capital Management	John Southard Co-Founder & CIO, Innovator Capital Management

Learn how to build a defensive portfolio using Buffer ETFs™ for focused risk management. The Innovator 9%, 15%, 20%, or 30% buffered ETF strategy seeks to mitigate market declines, while providing a level of equity exposure (up to a cap). JOIN our webinar featuring Bruce Bond, Co-Founder and CEO and John Southard, Co-Founder and CIO at Innovator, the creator of Buffer ETFs™ and other Defined Outcome ETFs™.

Click here to view the video replay. Click here for the presentation slides.

Featuring

Ed Slott - America's IRA Expert, Ed Slott and Company, LLC

With looming tax proposals continuing to evolve and flood the news—your clients have questions! Take advantage of opportunities to help them lock in today’s low taxes before the year ends with up-to-the-minute insights and planning tips from America’s IRA Expert, Ed Slott, CPA.

Join us for a timely, interactive discussion for answers to your biggest questions, including:

• Ed's thoughts on the Build Back Better spending plan, and the best year-end tax planning ideas to address now
• Roth conversion planning – which clients should convert before December 31
• Year-end estate and gift planning strategies that may not be available next year—including Mega QCDs
• Backdoor Roth planning considerations – Will this be the last year for back-door and Mega back-door Roths?
• Answers to your questions LIVE via chat

Click here to view the video replay.

Featuring

Bill Meyer CEO & Founder,  Retiree, Inc.	Dr. Bill Reichenstein Baylor University and Head of Research at Retiree, Inc.

Join Bill Meyer, CEO & Founder of Retiree, Inc, and Dr. Bill Reichenstein, of Baylor University and Head of Research at Retiree, Inc. on Tuesday, November 16th at 2:00 PM ET to unveil the first Retirement Income Decumulation TAMP – the Income Solver Platform. This innovation transforms how you find more “advisor alpha” and manage income streams for your pre-retiree and retired clients.  

Advisors who take control of the retirement conversation early are highly successful at retaining clients through the spend-down or withdrawal phase. Many advisors avoid the conversation about retirement because they use the incorrect platform to handle clients' decumulation needs during the withdrawal phase.  Advisors who proactively discuss the retirement needs of their clients with the right platform have a secret weapon. They use technology to take control of the retirement conversation and help efficiently serve the unique needs of Boomer clients.

Find out how you can better serve your retiree clients in one decumulation TAMP platform. Go from Strategy to Proposal to Execution to Dynamic Management with the Income Solver Platform.

Click here to view the video replay. Click here for the presentation slides.

Featuring

David Scherer - Co-CEO, Origin Investments

More than $75 billion has been invested in Qualified Opportunity Zones (QOZs) since the government program was created under the Tax Cuts and Jobs Act of 2017. On this webcast, Origin Investments Co-CEO David Scherer will discuss the program’s background and detail the significant tax advantages provided to those who invest in a QOZ using capital gains, such as tax deferral, reduction and elimination. Plus, he’ll provide an overview of Origin’s newest QOZ Fund, which is currently accepting new commitments. QOZ Fund I closed in July 2021 after raising more than $265 million from over 800 investors.