Webinars With Industry Experts

Retiree Risk And Portfolio Results After Fees And 58 Years

With fear spikes and market volatility accelerating in the last year, this class gives you the facts to show clients a 4% withdrawal rate is realistic, imparting the wisdom you and your clients need to stay invested through the next stock market crash.Defining risk and fear in vivid illustrations of stock market math -- without Monte Carlo simulation -- 58 years of actual performance results of multiple models are illustrated based on actual returns of indexes, before and after...

30 Common Types Of Trusts: Part 2

Trusts have re-emerged as an important instrument for tax and financial planning professionals to distinguish themselves from salespeople. Trusts have always been crucial to ultra-high net worth individuals, and the SECURE Act, which is expected to be signed later this year, expands the use of trusts to individuals with IRAs of $1 million or more.This is the second part of a two-class course on trusts, part of A4A's focus on skills you need now. It also differentiates you from...

Fritz Meyer Economic Update, September 2019

Economist Fritz Meyer went hiking alone in Missouri Lakes, Colorado last weekend. He caught this prized gamefish with an elk hair caddis fly. He threw the cutthroat trout back in the water, but returned with a boatload of important new thoughts for advisors.For instance, unprecedented negative interest rates in Europe and record-low U.S. Treasury yields could expand the S&P 500 P/E multiple.With current bond market conditions unparalleled in modern financial history, Fritz has broadened...

30 Common Types Of Trusts: Part 1

Trusts have re-emerged as an important instrument for tax and financial planning professionals to distinguish themselves from salespeople. Trusts have always been crucial to ultra-high net worth individuals, and the SECURE Act, which is expected to be signed later this year, expands the use of trusts to individuals with IRAs of $1 million or more.This is the first of a two-class course on trusts, part of A4A's focus on skills you need now. It also differentiates you from financial...

Talking With Clients About The Next Bear Market

Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill!You'll leave this session with the key points for talking with clients about the risk of a bear market right now -- what the next bear market might be like for them. Bracing for the worst is what financial planners do, in the hope it's all for naught. Craig Israelsen, Ph.D., who has published monthly articles in Financial Planning about...

Fritz Meyer Economic Update, August 2019

Economist Fritz Meyer spends most days hiking, climbing, gardening, or alpine-skiing, and thinking about the current economic situation. Fritz is hiking in Canada this week and preparing for this monthly update about:• the Fed rate cut• stock valuations• S&P 500 earnings expectations • better-than-expected 2Q GDP growth• China-U.S. trade war escalation• the global slowdown ex-US• the complicated Trump-Fed relationshipFritz was a successful mutual fund portfolio manager in the mid-1990s at...

Form 1041: Income Taxation Of Trusts & Estates

As a fiduciary advising consumers, you need to know about trusts and estates subject to federal income tax. Compliance requires understanding concepts covered in this class, including:• simple versus complex, grantor, and charitable trusts• taxable income versus fiduciary accounting income• distributable net income (DNI)• IRC 663(b), aka "the 65-day rule" Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly...

Managed Payout Income Replacement Funds vs Annuities

For fiduciaries advising individuals on retirement income planning, annuities guarantee income but usually carry high expenses. Despite their shortcomings for consumers, annuities remain extremely popular, as advisors with securities sales licenses earn commissions and lock down client assets for years with withdrawal penalties.An alternative for converting retirement savings into regular monthly payments over a defined period is a managed payout fund. These are income replacement...

Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)

The latest survey of economists portends no recession, despite the tariffs and evidence of a global slowdown. While every recession since WWII has been preceded by an inverted yield curve, on a few rare occasions the yield curve has inverted but the Fed chopped rates in time to avert a recession. For now, the stock market is discounting the latter scenario. May's strong personal income and retail sales data have bolstered investors' positive outlook, taking the S&P 500 to a new record...

2019 Planning For The SALT Limitation & Charitable Contributions

In 2018, when the standard deduction doubled, and state and local tax deductions were capped at $10,000, traditional tax planning to maximize itemized deductions was shattered.However, planning to mitigate the cost of the SALT cap is possible and often prudent. Moreover, the changes compel the charitably inclined to embrace more complicated strategies.This session covers tactics and long-term strategic plans to reduce your clients' income tax burden following the "simplification" of...

Fritz Meyer Economic Update, June 2019

Uniformly positive economic fundamentals of early May have turned mixed.At this class, Fritz reviews the yield curve, comparing current conditions to previous inversions. Does it mean a recession is coming?Professionals come away from this class able to make fact-based judgments about earnings, bond yields, and inflation. Fritz also discusses a hidden risk in fixed-income mutual funds he's uncovered in the Fed's recently-released Financial Stability Report -- a finding not yet covered in the...

Fritz Meyer Special Session On The Yield Curve

Growing concerns about the yield curve prompted this breaking news session by Fritz Meyer. The Federal Reserve Board made a big mistake with the December 19th rate hike, Fritz says, and the yield curve flattened to the point of inversion this week. Every recession since 1954 has been preceded by an inverted yield curve. Unless it reverses course, Fritz says the Fed will, once again, end up "behind the curve" and cause the next recession.  An average of 90 professionals monthly over the last...

10 Human Instincts Skewing Perception Of World Trends

Ten instincts cause virtually everyone to misunderstand the world, according to Swedish scholar Hans Rosling.At this session, Craig Israelsen, Ph.D., draws upon the work of Dr. Rosling as a preface to evaluating a variety of global metrics showing things are better than you might think.Facts and forecasts of trends in global population, world income distribution, and what you used to call "emerging markets" may surprise you and alter your investment perspective. We’ll cover:• 13...

Illustrating Retirement Portfolio Outcomes For Clients

At this session, you'll learn:• a rigorous but easy way to illustrate the accumulation phase of a retirement portfolio• how to simulate the distribution phase based on a wide variety of client-driven variables • a professional process for analyzing a client's portfolio survival rate on the fly based on RMD or non-RMD situations   • a practical approach for fiduciaries to illustrate, real-time in meetings with clients, the difference in portfolio growth based on asset allocation...

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In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

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