Self Study

Learn how the OBBBA’s new rules reshape charitable giving and how to select the right assets, timing, and strategies to maximize the tax efficiency and impact of clients’ charitable gifts.

Learn how reverse mortgages work today, when they should be avoided, and how they can strategically support retirement income, liquidity, and sequence-of-return risk management.

Wade Pfau examines how GLWB features, market exposure, and timing interact to shape guaranteed retirement income and support a broader portfolio and legacy strategy.

State-sponsored retirement programs, including auto-IRAs, are expanding opportunities for advisors, with this webinar exploring the evolving landscape and Virginia’s RetirePath program.

Planning for Single Women equips advisors with practical strategies to address the unique retirement, Social Security, estate, tax, and caregiving challenges facing women who are divorced, widowed, or single by choice.

Learn how IRMAA can increase Medicare premiums and discover planning strategies to help clients manage surcharges, navigate appeals, and avoid costly retirement surprises.

Learn how to navigate the SEC's Marketing Rule by understanding the requirements for advertisements, testimonials, performance reporting, social media, and recordkeeping while implementing compliant marketing strategies that can withstand regulatory scrutiny.

Learn how to prepare for SEC examinations by understanding regulators' priorities, strengthening compliance programs, addressing common deficiencies, and implementing practical strategies for cybersecurity, disclosures, fiduciary oversight, and examination readiness.