Live Webinars
Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to…
Join us for this webinar in which Erik Hayden, founder of San Jose, California-based real estate firm Urban Catalyst, discusses their current fund, UC Multifamily Equity I LLC ("…
This webinar aims to demystify QLACs, shedding light on their role in deferring income to mitigate longevity risk. We will unpack the contribution limits, explaining how they fit…
Transactions for IRAs and employer plan accounts are usually year-driven. As a result, certain transactions must be completed by the end of a year for them to be counted for that…
This is the first of a two part program (second session is on Dec. 11th) that meets the requirements of the NAIC Suitability and Best Interest training requirements. The program…