02/21/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition -Dorian Mintzer – Live Webinar

“The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities” by Dorian Mintzer, M.S.W., Ph.D., BCC, CSA Webinar – Thursday, February 21, 2019, Noon – 1:00 PM EST In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, […]

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02/27/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast

“Protecting Your Clients From Financial Abuse” by Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator Webinar – Wednesday, February 27, 2019, 11 AM – Noon EST Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population […]

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03/08/2019 – How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Rebroadcast

“How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer” by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc. Webinar – Friday, March 8, 2019, 3 – 4 PM EDT How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed […]

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03/25/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Rebroadcast

“Advance Care Planning: A Critical Component for Building Client Relationships” by Paul Malley, President of Aging with Dignity Webinar – Monday, March 25, 2019, 1 – 2 PM EDT Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. […]

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