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.
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 itís 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.
Secrets of the 1040. Are you getting the most out of your clients' Forms 1040? Not every advisor does. Join us for a webinar with other planners who can teach you how to read a 1040 in a new way, and let you in on the specialized tax strategies they rely on in their own practices.
MLPs are tax-efficient structures well suited to investing in real assets, particularly energy and infrastructure. Popularity and advisor interest in MLPs has soared in recent years, driven by solid historical facts. MLPs offer high returns, tax efficiency, and exposure to new asset classes. At the same time, investing in MLPs carries risks including interest rate risk as well as dislocations caused by the drop in the price of oil.
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