Webinars http://wealthmanagement.com/taxonomy/term/23711/more en How Increased Longevity Affects Estate Planning, Wealth Planning and Financial Management http://wealthmanagement.com/how-increased-longevity-affects-estate-planning-wealth-planning-and-financial-management <div class="node-body link-body"><p>Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_4.jpg?1465927645" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <p><a href="http://wealthmanagement.com/how-increased-longevity-affects-estate-planning-wealth-planning-and-financial-management" target="_blank">read more</a></p> Webinars Retirement Planning Wealth Planning Thu, 23 Jun 2016 03:00:00 +0000 1204481 at http://wealthmanagement.com Diversifying your practice: How millennials can supercharge your business http://wealthmanagement.com/diversifying-your-practice-how-millennials-can-supercharge-your-business <div class="node-body link-body"><p>You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Delaware_Investments-595_1.jpg?1465499246" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/diversifying-your-practice-how-millennials-can-supercharge-your-business" target="_blank">read more</a></p> Webinars Research Wed, 22 Jun 2016 20:00:00 +0000 1199501 at http://wealthmanagement.com The Multiple Dimensions of Risk and Portfolio Impact http://wealthmanagement.com/multiple-dimensions-risk-and-portfolio-impact <div class="node-body link-body"><p>Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/361-Capital-595.jpg?1465406213" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/multiple-dimensions-risk-and-portfolio-impact" target="_blank">read more</a></p> Webinars Research Tue, 07 Jun 2016 20:15:00 +0000 1189121 at http://wealthmanagement.com Planning for the Eleventh Hour: A 20-Point Checklist http://wealthmanagement.com/planning-eleventh-hour-20-point-checklist <div class="node-body link-body"><p>When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_3.jpg?1464894899" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/planning-eleventh-hour-20-point-checklist" target="_blank">read more</a></p> Webinars Research Thu, 02 Jun 2016 18:00:00 +0000 1186941 at http://wealthmanagement.com Build Portfolios That Beat Robo Performance http://wealthmanagement.com/build-portfolios-beat-robo-performance <div class="node-body link-body"><p>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.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Chaikin_595.jpg?1462386805" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/build-portfolios-beat-robo-performance" target="_blank">read more</a></p> Webinars Wealth Planning Tue, 17 May 2016 20:15:00 +0000 1173091 at http://wealthmanagement.com Five Critical Best Practices for Collaboration http://wealthmanagement.com/five-critical-best-practices-collaboration <div class="node-body link-body">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. </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_2.jpg?1462386636" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/five-critical-best-practices-collaboration" target="_blank">read more</a></p> Webinars Trusts & Estates Tue, 17 May 2016 18:00:00 +0000 1175221 at http://wealthmanagement.com The Benefits of Multigenerational Planning http://wealthmanagement.com/benefits-multigenerational-planning <div class="node-body link-body"><p>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.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/StJudes535_0.jpg?1462479592" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/benefits-multigenerational-planning" target="_blank">read more</a></p> Webinars Trusts & Estates Wed, 11 May 2016 18:00:00 +0000 1174011 at http://wealthmanagement.com When Variable Annuities Can Play An Invaluable Role in Client Portfolios http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios <div class="node-body link-body"><p>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.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/AXA-595.jpg?1462479452" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios" target="_blank">read more</a></p> Webinars Research Thu, 05 May 2016 20:15:00 +0000 1158561 at http://wealthmanagement.com Weighing the Merits of a Fee-Based Model http://wealthmanagement.com/weighing-merits-fee-based-model <div class="node-body link-body"><p>As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/LPL_595.jpg?1461953830" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/weighing-merits-fee-based-model" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 20:15:00 +0000 1156831 at http://wealthmanagement.com Income and Estate Planning http://wealthmanagement.com/income-and-estate-planning <div class="node-body link-body"><p>Private placement life insurance and annuities are dramatically increasing in popularity as a result of higher income tax rates, and improved design, pricing and servicing aspects.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_1.jpg?1460585104" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/income-and-estate-planning" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 18:00:00 +0000 1158571 at http://wealthmanagement.com