Exit planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. This session will provide the background for the wave of small business transfers that are expected to occur as a result of the baby boom generation continuing its
Everyone knows to buy assets low and sell them high, but due to loss aversion this often is not the case. Investors, on average, lose an estimated 30% of their possible returns due to loss aversion and other behavioral biases. Financial planners, without needing a degree in psychology, can
The Department of Labor’s fiduciary standard became law on April 10, 2016. This webinar will help you gain a better understanding of the requirements of the new DOL fiduciary standard and how it will impact advisers, clients, and the industry as a whole. Detailed discussion will include the latest
Join us for a Live CE Webinar Uses of Home Equity in Retirement Plans March, 14th 2017 at 4:00PM (EST) Presented by Professor Sam Van Why, MA, CLU, ChFC For many Americans who are approaching retirement, or are already in retirement, the equity in their home may well be
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Certification Examination pass rate information obtained from certified financial planner board of standards. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.