UPCOMING WEBINARS AND EVENTS
MONDAY - MARCH 18, 2024
10-Minute Monday: Estate Planning & the Upcoming Sunset
2:00 pm ET
Presented by Prudential
TUESDAY - MARCH 19, 2024
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.
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.
Insurance LLCs and How They Can Work for Your Clients
2:00 pm ET
Presented by John Hancock
MONDAY - APRIL 1, 2024
10-Minute Monday: Strategies in the Political Debate & Opportunities Today - Part 1
2:00 pm ET
Presented by Prudential
THURSDAY - APRIL 11, 2024
MONDAY - APRIL 15, 2024
10-Minute Monday: Strategies in the Political Debate & Opportunities Today - Part 2
2:00 pm ET
Presented by Prudential
TUESDAY - APRIL 16, 2024
Five Critical Social Security Concepts You Should Know
12:00 pm ET
Presented by Athene Annuity
TUESDAY - APRIL 23, 2024
TUESDAY - APRIL 30, 2024
Leading in a Time of AI, Charming Chatbots & More
12:00 pm ET
Presented by Athene Annuity
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
RECENT WEBINAR REPLAYS - ON DEMAND
Long Term Care Taxation
Presented by Mutual of Omaha
Additional materials...
- Download the presentation slides.
Helping Clients Talk Finances with their Families
Presented by Athene
Additional materials...
- Download the presentation slides.