Webinars With Industry Experts

Life Settlements For Fiduciaries

Download The SlidesLife settlements can be a useful solution to specific financial problems, but they are illiquid, opaque, and complex instruments. Glenn Daily, a fee-only insurance advisor since the mid-1980s, leads this one-hour CE course for fiduciaries. Glenn, who has collaborated with A4A since its inception a decade ago, is the co-founder of TellUsTheOdds.com, a new application targeted to advisors and their clients to evaluate life settlements. Glenn will discuss when life...

IRA Life Expectancy Payout Changes Require Urgency

Beneficiaries of stretch IRAs will get slammed by higher taxes under pending legislation that’s expected shortly to become federal law, triggering a need for urgent action to shield inherited and spousal IRAs from higher taxes.Life expectancy payouts on IRAs are likely to be shortened to only five- or 10-years instead of being based on a beneficiary's actuarial life expectancy. This legislation has strong bipartisan support and is supported by the President.Robert Keebler, CPA/PFS,...

Fritz Meyer Economic Update, May 2019

The latest economic data suggests that a recession clearly isn't in the cards any time soon, making it highly likely that this expansion, now at 119 months, will surpass the record 120 months. And equally likely, given negative unit labor costs arising from booming productivity, is that inflation isn't likely to present the Fed with a reason to raise rates for the foreseeable future.Meanwhile, the S&P 500 is trading right at fair value, which means stocks could be expected to trend...

Country- And Region-Specific Foreign ETFs Beyond EAFE

At this session, Craig Israelsen, Ph.D. examines the variety of ETFs invested in foreign securities indexes, comparing their variance in returns, risk, and other key analytics as well as to major non-US equity indexes and mutual funds.The correlation of returns of country-specific ETF indexes as well as their other characteristics versus the S&P 500 index, and the MSCI EAFE Index is unveiled by Prof. Israelsen in this advanced investment education session.Advisors seeking to...

Trust & Estate Planning For IAs And Financial Planners

This class on trusts and estates focuses on strategies professionals must know to advise on inter-generational transfers of wealth, including: • Key terms and principles in estates and trusts• Strategic planning regarding property ownership• Examples of differences between jurisdictions 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 sessions. Bob, who has taught legal and accounting professionals about...

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

Stocks are back near their all-time high following December's flash bear market.The Fed's January about-face on rate hikes returned stocks to within 2% of September's all-time high. The latest economic data support the stock market's recovery.What's ahead?This 110-minute, two-credit session helps investment professionals find the answers. Fritz Meyer would be inducted in the Economics Hall of Fame -- if it existed -- for averaging a perfect 5.0-star rating for the last 11 consecutive sessions....

Foreign, Commodities, Fritz Meyer And MPT

At this session, Craig Israelsen, Ph.D. reviews the performance of a broad array of asset classes, with a focus on the performance of non-US equity and commodities over the past two decades. At this class, Craig also examines the strategic impact of Fritz Meyer's point of view on foreign equities and commodities, plowing new ground in their collaboration to the benefit of A4A members.  The variation in performance among developed non-US equities, small- and mid-cap non-US equities,...

College Funding CE For Financial Planners And IAs

Just about everything a financial planner needs to know about college funding and taxes is covered in this timely CE webinar by Robert Keebler, CPA/PFS, including: • FAFSA calculations • Education Savings Accounts (ESAs) • Qualified Tuition Plans (QTPs) • Uniform Gift to Minors Act (UGMA) • Uniform Transfer to Minors Act (UTMA) Accounts • Tuition tax deductions and credits • Retirement distributions to pay tuition • Gifts to pay for tuition • Health and Education Exclusion Trusts...

Fritz Meyer Economic Update, March 2019

From a year-over-year earnings gain of +23% in 2018, S&P 500 earnings growth is forecast to slow to just +4% y/y in 2019, before picking up to +12% y/y in 2020. At 17.2 times trailing 12-month earnings and 16.5 times 2019's earnings forecast, the S&P 500 is trading right at fair value, and reasonably could be expected to trend gradually higher by year-end. At this session, Fritz Meyer offers facts and analysis about:• earnings expectations• Fed policy• interest rates • OECD's weaker...

Retirement Income Math For Professionals

The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios. Craig makes core math concepts driving retirement income easier to apply in this annual update of historical survival rates of various portfolios over the past 93 years, 1926 through the end of 2018.Performance of asset classes and models during the 20-year period from 1999-2018 are examined versus an...

Tax-Saving Strategies For Rental Real Estate Owners

Tax reform produced many new opportunities and traps, especially in real estate. A financial advisor does not need to know all the minutia, but must know how the changes encourage or discourage investments in rental real estate. This course covers:  • financial impact of Sec. 199A• keeping records • organizing clients to maximize the deduction• using leverage after tax reform• benefiting by acquiring rental property before 2022  • eliminating gains taxes using Opportunity Zones •...

Best Financial & Tax Planning Ideas For 2019

With the new year and new tax laws, advisors must be familiar with many new planning opportunities and traps in 2019.This class gives you the grounding needed to advise clients on the most important strategies to emerge since December 2017 affecting mass-affluent and high-net-worth individuals, including:• new itemized deduction strategies• charitable giving and donor advised funds• best gift and estate tax ideas• new loss limitation rules• trust and estate income tax planning•...

Fritz Meyer Economic Update, February 2019

The Wall Street Journal says the Fed "apologized" for its mistaken message of December 19th and has adopted its new mantra, patience, that they're now repeating repeatedly. Investors love it!Following January's blowout 304,000 net-new jobs and the rebounding manufacturing PMI, investors are rethinking their gloomy December outlook.The CBO's latest federal deficit and debt forecasts show U.S. debt, as a percent of GDP, is headed for the stratosphere. Should you be worried? The China trade war,...

Annual Update On Performance Characteristics Of Asset Classes And Portfolios

The performance of primary asset classes and multi-asset portfolios over the past 93 years are reviewed at this session, with emphasis over the past 49 years and 20 years. • 93 year performance review of 4 primary asset classes• 49 year performance review of 7 primary asset classes• 20 year performance review of 12 primary asset classesRisk, return, correlations, and other statistical characteristics for measuring performance are examined, as well as the impact of expenses,...

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