Webinars With Industry Experts

Giving Retirement Clients Facts And Reasons For Hope

Category: Webinars
Written by Advisor Dashboard
In advising on retirement income, financial professionals stand with consumers at the crossroads of hope and fear.To coach clients in the best direction, financial advisors can model performance and longevity of retirement portfolios to vividly illustrate future scenarios to retirees.A retirement filled with financial fear is bleak. While the future is unpredictable, factual analysis gives clients reason to hope. Hope, thus, triumphs over fear.At this session, Dr. Craig Israelsen...
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Craig Israelsen's February Webinar

Category: Webinars
Written by Advisor Dashboard
Please join us for Dr. Craig Israelsen's February webinar. Want to share Craig's content with clients? This email address is being protected from spambots. You need JavaScript enabled to view it.. Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently...
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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Category: Webinars
Written by Advisor Dashboard
Enactment of SECURE Act elevated the benefits of Roth IRA conversions. Suddenly, SECURE Act made Roth IRA conversion a key tool for most families to transfer wealth to the next generation. Roth IRA conversion, thus, has been elevated from a mere rate-arbitrage tactic, to be used in a low-income year, to a high-value estate planning technique. In addition to consumers benefiting financially, understanding the new dynamics under SECURE Act will aid financial planning...
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Fritz Meyer Economic Update, February 2020

Category: Webinars
Written by Advisor Dashboard
Stocks have been hitting new highs. January's purchasing managers index is in line with +2.4% GDP growth -- higher than the latest consensus forecast of +1.8%. ADP's +291,000 net new jobs report for January was gangbusters. At 20X trailing earnings, the S&P 500 fairly valued but not over-valued. At 18X 2020 earnings estimates, the S&P 500 could be expected to make continued upward progress, assuming the economic and earnings expansion continues in line with the current consensus...
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Fritz Meyer Economic Update, February 2020

Category: Webinars
Written by Advisor Dashboard
Please join us for Fritz Meyer's February economic update webinar. Fritz's monthly updates averaged a 4.9-star rating for the past year, and past performance is an indicator of future results: data-driven strategic long-term analysis for professional investors.To collaborate with Fritz deeply, request a This email address is being protected from spambots. You need JavaScript enabled to view it.. Before Fritz began advising advisors on A4A in March 2011, he was a mutual fund portfolio...
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50-Year MPT Statistics Of A Diversified Portfolio Analyzed

Category: Webinars
Written by Advisor Dashboard
With 2019 over, this continuing education webinar examines the latest 12-months of risk, style, return, and correlation coefficient statistics of a diversified portfolio over the last 50 years, including:• performance of seven core-portfolio asset classes• multi-asset class portfolios• portfolio performance in the accumulation phase• portfolio performance during the retirement distribution phase• the impact of expenses and advisor fees on portfolio costs Want to share Craig's...
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Charitable Remainder Trusts Under The SECURE Act

Category: Webinars
Written by Advisor Dashboard
With the passage of the SECURE Act, Charitable Remainder Trusts (CRTs) deserve a second look. The most significant provision in the SECURE Act for most individuals is the requirement that IRAs be fully distributed within 10 years of death instead of "stretching" the distributions over decades. Naming a CRT as the beneficiary of an IRA can result in a "win-win" scenario for the taxpayer and the charitable organization.At this session, Robert Keebler, CPA/PFS covers:• An overview of tax...
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Business Cycle & Fundamentals For FAs

Category: Webinars
Written by Advisor Dashboard
This continuing education webinar for CPAs, CFPs and other financial professionals dives deep into the economic fundamentals currently driving strategic portfolio decisions. Jeff Brown, who spent three decades as an energy industry economist before going independent eight years ago, shares tools, techniques and insights gleaned from four decades of experience, including:• LEI's underlying components • A polynomial forecast of ISM's manufacturing new orders index  • Large-company CEO optimism,...
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Tax And Estate Planning For IRAs After The SECURE Act

Category: Webinars
Written by Advisor Dashboard
The SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of new planning situations fiduciaries must know about now that the SECURE Act is law, including:• Impact of 10-year RMDs on heirs • Exceptions to the 10-year rule• Selecting the right heir to receive an IRA• New spousal rollover trap and disclaimer planning • Taxation of trusts named as IRA...
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Foreign Stock & Bond Effects In Low-Expense Portfolios

Category: Webinars
Written by Advisor Dashboard
The latest statistics measuring the portfolio effects of foreign investing and the value of diversifiers and fixed Income. • Risk and return measures of 12 key ingredients in a strategically diversified portfolio over the past 21 years • Focused attention on the effects of foreign ingredients• Overall risk, return, and correlation measurements for a portfolio that starts with one asset class and progressively grows to include 12 asset classes• The importance of "brakes" in an...
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RIA PPP Disclosure Rules

Category: Webinars
Written by Advisor Dashboard
RIAs must disclose PPP loans, according to the latest SEC guidance.    Cathy Vasilev, a compliance consultant and founder of Red Oak Compliance Services of Austin, Texas, has spent much of the last two months seeking answers from the SEC to questions  on behalf of RIAs about PPP loan dislcosure requirements. In this 14-minute update, she summarizes what RIAs need to know about PPP dislcosure rules.             ...
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Tax And Estate Planning For IRAs After The SECURE Act

Category: Webinars
Written by Advisor Dashboard
Register NowThe SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of new planning situations fiduciaries must know about now that the SECURE Act is law, including:• Impact of 10-year RMDs on heirs • Exceptions to the 10-year rule• Selecting the right heir to receive an IRA• New spousal rollover trap and disclaimer planning • Taxation of trusts...
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Coronavirus Economic News For Advisors From Fritz Meyer

Category: Webinars
Written by Advisor Dashboard
Financial economic news from Fritz Meyer is presented in monthly classes for CE credit for CFP, CPA, CIMA and other professionals. (In the weeks before the class, this page is updated frequently with the latest coronavirus financial economic news free to members of Advisors4Advisors.)     At the live CE classes, Fritz shares the latest U.S. coronavirus statistics from the Institute for Health Metrics Evaluation. This class includes a review of the latest economic data...
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SECURE Act Alert For Advisors

Category: Webinars
Written by Advisor Dashboard
At live CPE webinars for CPAs, and CE webinars for CFP®s (replay anytime). Bob Keebler, CPA/PFS, has been warning advisors that a sweeping new tax bil was likely to change retirement investment planning significantly before the end of 2019. Finally, last week, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law. Advisors who have been attending A4A CE webinars for tax and financial planning professionals have been...
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