Webinars

Highlights of the Notre Dame Tax and Estate Planning Institute

Wed, 16 Nov 2016 19:00:00 +0000

The Notre Dame Tax and Estate Planning Institute takes place on October 27-28.Marty Shenkman, one of the conference's speakers, will be taking copious notes and will provide an overview of the Institute highlights.

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Dialing into the Secret Life of the Investor

Tue, 25 Oct 2016 20:15:00 +0000

A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?

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Steps to Maximizing Bond Potential

Thu, 13 Oct 2016 18:00:00 +0000

In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits.

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Charitable Lead Trusts: Making the most of this philanthropic strategy

Thu, 06 Oct 2016 18:00:00 +0000

A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider.

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Help Clients Protect and Grow Retirement Assets in Volatile Markets

Tue, 27 Sep 2016 20:15:00 +0000

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.

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The Art Of The Blend: Responsible Portfolio Construction In A Risky World

Tue, 27 Sep 2016 20:00:00 +0000

Delaware Investments portfolio managers Bob Zenouzi and Damon Andres discuss long-term wealth accumulation amid a world of low and negative yields, with uncertain investment outlooks. Receive IMCA or CFP credit following completion of the live event.

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The Art Of The Blend: Responsible Portfolio Construction In A Risky World

Tue, 27 Sep 2016 20:00:00 +0000

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The Proposed IRC Section 2704 Regulations: What Every Practitioner Needs to Know

Wed, 21 Sep 2016 18:00:00 +0000

The Treasury recently issued proposed regulations under Internal Revenue Code Section 2704 that will restrict a client's ability to use deep valuations discounts when doing gift and estate planning. This webinar will review what the proposed regulations say, as well as give practitioners important planning strategies to discuss with their clients before the rules take effect to reduce their clients' risk.

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Position Yourself as a Personal Retirement Specialist

Thu, 15 Sep 2016 20:15:00 +0000

The personal retirement market remains an untapped business opportunity as many clients are still looking for help in how best to manage their retirement investments and stay on track to reach their goals. To take advantage, financial advisors should position themselves as specialists for all stages of retirement planning and investing.

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Dealing With The New Fiduciary Standard

Tue, 30 Aug 2016 19:25:00 +0000

New regulations proposed by the Department of Labor (DOL) may more clearly define your role as a fiduciary if you provide investment advice to plan sponsors and participants. Are you up to speed?

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