“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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“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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“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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“Retirement Planning Beyond the Dollars and Cents” by Robert Laura, CPRC, Retirement Activist WEBINAR – Tuesday, March 12, 2019, 3 – 4 PM EDT Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate […]
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“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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