self study

Preparing a tax return is an annual ritual that brings a lot of pain to many Americans, but by analyzing your client's 1040, you can find a plethora of valuable financial planning opportunities. In this webinar with CPA Larry Pon, listeners learned how to efficiently read a tax return and find financial planning guidance for their clients.

This course, designed by financial educator Ilene Slatko, is designed to provide you with the proper training, to include practical guidance for communication that ensures suitable guidance and product recommendations for the senior client, especially those with diminished cognitive capacity. 

This course will provide insight and guidance on the methods and structures for Advisory Fee schedules. It includes draw backs and benefits of different methods. It includes what the regulations and rules require along with the duties owed customers.

This course has been designed to provide a deep dive into modernized rules that govern investment adviser advertisements and payments to solicitors as it relates to marketing.

Participants will learn the history and statistics of the life insurance market, what is a life insurance settlement, how do they benefit clients, unusual life settlements that worked, the process of selling, and how life insurance settlements benefit the financial advisor.

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio.

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett explored a framework to better understand how much retirement actually costs and a process for better estimating its true cost.

SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules contained in the bill.

Join Matt Carpenter & Peg Keough as they explain how to maximize the odds of obtaining private scholarships. 
You will learn how to obtain college scholarships, the who, what, when, where and how to get private scholarships, how to get scholarships if you don't qualify for financial aid, and where to look and where NOT to look.