Financial Planning | On-Demand Webcasts
Prospering in a Post-COVID World
The COVID-19 pandemic has caused a fundamental paradigm shift in the way we deal with clients in the financial services industry. It has accelerated changes that were happening before the pandemic brought about by the outside forces of technology, regulation, and demographics. Even with the successful development of vaccines, our industry will not “return to normal” but instead will move to a “new normal.” Use of virtual tools and other changes are here to stay. In that sense, COVID is not happening to you but for you.Inspirational speaker and behavioral finance expert Joe Jordan will present an informative and inspirational outlook for 2021, outlining why professionals must adapt to this new environment and focus on improving the client experience to be successful.
January 29, 2021
January 29, 2021
Retirement Planning | On-Demand Webcasts
A Deep Dive Into Retirement Drawdown Strategies
January 22, 2021
Special Needs Planning | On-Demand Webcasts
Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs
January 15, 2021
Special Needs Planning | On-Demand Webcasts
How to Build a Special Needs Financial Planning Practice
December 12, 2020
Practice Management | On-Demand Webcasts
Women in Financial Services - Opportunities to Support Growth and Leadership
December 04, 2020
Retirement Planning | On-Demand Webcasts
A Post-Election View of Retirement Planning
November 13, 2020
Philanthropic Planning | On-Demand Webcasts
Knowledge & Network The Melton Case Study
November 13, 2020
Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020
Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Financial Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020
Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020
Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020
Financial Planning | On-Demand Webcasts
Standing Tall for Small Businesses: Planning in the Era of COVID-19
July 01, 2020
Special Needs Planning | On-Demand Webcasts
Income Tax Planning for Families Caring for Children with Special Needs
June 25, 2020
Philanthropic Planning | On-Demand Webcasts
Impact Investing: How Will It Disrupt Your Work?
June 24, 2020
Retirement Planning | On-Demand Webcasts
Social Security Insecurity: A New Consideration in Retirement Planning
June 12, 2020