SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.
Enterprise social platforms, or “social media at work”, are designed to enhance communication and collaboration among employees, partners and clients.
Join this webinar as industry experts explain the theory behind smart beta, when the strategy works and when it doesn’t; and finally new best practices in terms of allocations to smart beta products.
Almost every firm does succession planning differently. Do it well and you could build a firm that will survive for generations.
Markets change and life circumstances can change. Therefore, clients are increasingly looking for retirement plans that can simultaneously help guarantee income and adapt to their ever-changing lives, so clients can retire on their terms and on their time.
Amid a changing regulatory landscape, complying with regulations is top of mind for advisors. From cybersecurity to retirement rollovers, the SEC and FINRA have alerted advisors to the key issues examiners are likely to focus on.
The face of retirement has changed for many of your clients, and Social Security has become the cornerstone for their standard of living. It is now common knowledge in financial planning that making the right Social Security claiming decision can mean more money in benefits. But financial professionals continue to view Social Security as not much more than another stream of retirement income, when it’s far more than that. The right claiming strategy coordinated with how and when they spend down their portfolio can mean hundreds of thousands more in retirement dollars.
Join us for this webinar where you will learn about new research and cutting edge technology to get the most in retirement income for your clients. The national leaders in Social Security optimization and tax-efficient withdrawal strategies, William Meyer and Dr. William Reichenstein, will discuss the steps involved in properly addressing Social Security coordination with tax-efficient withdrawal strategies to add years to a retirement income plan.
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY