UPCOMING WEBINARS AND EVENTS

upcoming webinars

MONDAY - MARCH 18, 2024

10-Minute Monday: Estate Planning & the Upcoming Sunset
2:00 pm ET

Presented by Prudential

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TUESDAY - MARCH 19, 2024

Discover Performance Elite
12:00 pm ET

Presented by Athene Annuity

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THURSDAY - MARCH 21, 2024

Chasing the Sunset: Wait-and-See Trusts
2:00 pm ET

Presented by Securian Financial
Details...Provisions in the Tax Cuts & Jobs Act (TCJA) will expire at the end of 2025. The sunset of these provisions could impact estate planning strategies. Taking a wait-and-see approach could help married clients with sizable estates to pass them on despite changing tax laws.

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WEDNESDAY - MARCH 27, 2024

Are Your Clients Retirement Ready?
Post-Retirement Income and Healthcare Planning.
12:00 pm ET

Presented by Pacific Life
Details:This course will help you to help your clients understand the following:

  • how early retirees can build a healthcare bridge prior to becoming Medicare-eligible (age 65)
  • what Medicare options are available
  • how to address the risk of a long-term care event during retirement
  • when is the ideal time to claim Social Security benefits
  • how retirees can address income needs prior to or in addition to claiming Social Security benefits
  • Additionally, the course will discuss how life insurance and/or annuities may work in conjunction with various retirement and health-care strategies.

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Insurance LLCs and How They Can Work for Your Clients
2:00 pm ET

Presented by John Hancock

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MONDAY - APRIL 1, 2024

10-Minute Monday: Strategies in the Political Debate & Opportunities Today - Part 1
2:00 pm ET

Presented by Prudential

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THURSDAY - APRIL 11, 2024

Estate Planning Strategies in the Political Debate
2:00 pm ET

Presented by Prudential

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MONDAY - APRIL 15, 2024

10-Minute Monday: Strategies in the Political Debate & Opportunities Today - Part 2
2:00 pm ET

Presented by Prudential

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TUESDAY - APRIL 16, 2024

Five Critical Social Security Concepts You Should Know
12:00 pm ET

Presented by Athene Annuity

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TUESDAY - APRIL 23, 2024

Partial Roth Conversion
12:00 pm ET

Presented by Athene Annuity

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TUESDAY - APRIL 30, 2024

Leading in a Time of AI, Charming Chatbots & More
12:00 pm ET

Presented by Athene Annuity

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THURSDAY - MAY 9, 2024

From Analogo to Awesome Advisor - Leveraging Technology, Tools and Strategies to Thrive in the Digital Age
12:00 pm ET

Presented by Athene Annuity

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RECENT WEBINAR REPLAYS - ON DEMAND

Helping Your Sandwich Generation Clients Succeed

Presented by Athene

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2024 Year Ahead

Presented by Athene

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Long Term Care Taxation

Presented by Mutual of Omaha
Additional materials...

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Helping Clients Talk Finances with their Families

Presented by Athene
Additional materials...

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Hiring by Design

Presented by Athene
Additional materials...

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Hidden Cost of Cash

Presented by Athene

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Is the next big tax reform on the horizon?

Presented by Prudential

WATCH THE REPLAY