Skip to main content

Estate Planning

Trustee Training: Rights and Responsibilities
Speaker Name: Steve Mancini and Kate Langmore

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation related to webinar. 

Paper
35 Slides
The Pros and Cons of Revocable Trusts
Speaker Name: Laurie Steiner, Esq.

Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable trusts or no trust at all!

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar. 

Paper
17 Slides

Retirement Income, Retirement Planning

A Solution for Large 401(k)s: The In Marriage QDRO®
Speaker Name: Marcus Foote and Stephanie Prestridge

The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
53 Minutes

Click link below to download power point presentation related to webinar. 

Paper
30 Slides

Retirement Planning

When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Speaker Name: Edward F. McQuarrie, Leavey School of Business at Santa Clara University

Much has changed since penalty-free Roth conversions were inaugurated in 2010. Tax rates have gone up and down. The re-characterization provision went away. Heirs can no longer stretch out inherited Roth accounts over a lifetime. Medicare surcharges were expanded and began to adjust for inflation.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar. 

Paper
45 Slides

College Financial Aid

How to Analyze and Appeal College Financial Aid
Speaker Name: Joe Messinger

Financial aid award letters can be confusing. It is critical that you carefully analyze each award letter and determine the amount of free money received in the form of grants and scholarships. Equally important, one must identify what is the "net" cost of the school. The first offer may not be the best offer.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation related to webinar. 

Paper
12 Slides

Tax Planning

Tax Planning for an Early Retirement
Speaker Name: Larry Pon

In the past couple of years, we have heard a great deal about the Great Resignation.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
54 Minutes

Click link below to download power point presentation related to webinar. 

Paper
54 Slides
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Speaker Name: Steven Loeb

The tax proposals in 2021 should give cause for all financial planners to reconsider the estate and liquidity planning strategies for clients. These proposals, which may resurface, would have significantly impacted a number of planning strategies, to include irrevocable life insurance trusts (ILITs).

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
54 Minutes

Click link below to download power point presentation related to webinar. 

Paper
74 Slides

Reverse Mortgages

Wade Pfau’s Latest Research on Reverse Mortgages
Speaker Name: Wade Pfau

Wade Pfau shares his recent research on different reverse mortgage strategies while providing an update on the new options that allow clients as young as 55 to use a reverse mortgage. Wade's findings use historical simulations, similar to how Bill Bengen created the 4% rule.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
55 Minutes

Click link below to download power point presentation related to webinar. 

Paper
43 Slides

Annuities

How Living Benefits with Annuities Work
Speaker Name: Scott Stolz, CFP, RICP, Simon Markets

While annuities are most often thought of for the income stream, there are optional principal protection benefits, known as living benefits, that offer clients exposure to the market's upside while protecting their account values and future income streams against the effects of a market decline. 

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation related to webinar. 

Paper
22 Slides
A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Speaker Name: Ed Mercier, RetireOne

With the growth in 401(k) plans and the contraction of private pensions over the last 30 years, risks in retirement have slowly and almost imperceptibly transferred from institutions to individuals. Institutions peopled with actuaries and analysts are well suited to manage those risks. Individual investors may need some help.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
55 Minutes

Click link below to download power point presentation related to webinar. 

Paper
40 Slides