How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. The following statistics compare key factors facing recent retirees versus their counterparts 33 years earlier....More
Researchers are finding that aging is not what it used to be. As people get older, friendships, creativity, earning ability and satisfaction with life can flourish. Test your knowledge of new trends in aging.
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More
Multigenerational planning involves serving parents, children and grandchildren in an integrated and comprehensive way. Presented by two generations (a father and son), this webinar will cover essential issues for those engaged in the practice of multigenerational planning....More
Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains....More