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Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Estate Planning

  Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …

Library » Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings

March 29, 2017 | Retirement Plans

Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and …

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …

Library » Webinar: Emerging Trends in Retirement Investment Due Diligence

June 15, 2015 | Retirement Plans

This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics …


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