Live Webinars
Join Clay Raterman, co-founder of Fina, for a look at their budgeting tool that has a very user-friendly design. If you and/or your clients use budgeting tools, OR hope to use…
AI is going to change the world, at least that’s what’s being reported. But how will it change the financial planning process? How you serve and support clients.
Join financial…
The number and magnitude of recent breaches have brought unprecedented challenges for families. Older adults, in particular, are often targeted by scammers. Seniors are now…
On April 23, 2024, the U.S. Department of Labor released the Retirement Security Rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income…
Steve Weisman from Scamicide will deliver an insightful presentation tailored for financial planners, focusing on cybersecurity measures. He will outline best practices and legal…