On the second Wednesday of each month, we host a live teleconference that provides practical and relevant discussion on client-centered planning strategies that benefit all advisors. We use these teleconferences to learn-together-to-earn-together with our colleagues and also to provide timely, useful, continuing professional education.
A box lunch from Jason's Deli is provided, as is 1.5 hours of CFP continuing education credit. You can find a menu of lunch choices HERE.
To ensure that you receive an invatation to the next teleconference, please click HERE
and ask to be added to the "Advisor Teleconference Invitation List".
To hear previous teleconferences, click the links below.
2010:
January - "Approach to Physicians Planning"
February - "Understanding and Explaining Interest Rate Sensitive Strategies"
2009:
January - "Safe Retirement Withdrawl Rates"
February -"Investment Advisor Relationship"
March - "Planning Opportunies Under the Economic Stimulus Package"
April - "Education Funding Alternatives"
May - "Implementing Non-Qualified Plans For Key Employees and Employers"
June -
"Paying for Large Insurance Premiums"
July - "Life Insurance Trusts - Continued Relevance for You & Your Clients"
August - "The Continuing Usefulness of GRATs"
September - "Planning for - and Marketing to - Physicians"
October - Estate Tax, Income Tax, and Life Insurance Planning with Charitable Lead Trusts
November - "Asset Protecting IRA's"
December - "Planning Opportunities Created by Roth IRA Conversions"