eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. So, how can you leverage gratitude in your financial planning practice? Attendees will be eligible to earn 1 CFP® CE credit.

Financial Planning 76

Financial Planning Planning Clients CFP 76

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!

Planning 89

Planning Financial Planning CFP Clients 89

MainStreet Financial Planning

JUNE 17, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, June 27th at 6pm Eastern; 3pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register here!

Retirement 52

Retirement Financial Planning CFP Planning 52

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!

Taxes 98

Taxes Investing Investments CFP 98

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 194

Education Financial Planning Estate Planning CFP 194

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 97

CFP Financial Planning Insurance Planning 97

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. Key Changes from SECURE 2.0 Act SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! 31, 2023 appeared first on MainStreet Financial Planning.

Budgeting 93

Budgeting Financial Planning CFP Planning 93

Investing Caffeine

FEBRUARY 21, 2023

Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg?

Portfolio 111

Portfolio Investing Investments CFP 111

MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Retirement 97

Retirement Healthcare Financial Planning CFP 97

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 95

Insurance Risk Management Financial Advisor Financial Planning 95

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. Acts, what that means to you and your Tax Planning in Retirement. Acts, what that means to you and your Tax Planning in Retirement. Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. “MainStreet Chalk Talk”. 30-45 minutes.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

MainStreet Financial Planning

AUGUST 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here! What are the long-term financial implications of renting versus buying? •

Financial Planning 96

Financial Planning CFP Clients Planning 96

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

MainStreet Financial Planning

JUNE 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 6-20-23 at 3:30pm Eastern; 12:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Consulting 95

Consulting Financial Planning CFP Education 95

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

MainStreet Financial Planning

AUGUST 8, 2022

The MainStreet Financial Planning Discussion Club. Hosted by: Jennifer Bush , CFP®. The post Chalk Talk – Parenting Aging Parents appeared first on MainStreet Financial Planning. “MainStreet Chalk Talk”. When: Tuesday 8-16-22 at 730pm Eastern; 430pm Pacific. ~30-45 30-45 minutes. Register here!

Financial Planning 92

Financial Planning CFP Medical Retirement 92

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I’m a lecturer at UCLA Extension as part of their CFP program in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! appeared first on MainStreet Financial Planning.

Financial Planner 97

Financial Planner Financial Planning CFP Education 97

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

MainStreet Financial Planning

JANUARY 5, 2023

The MainStreet Financial Planning Discussion Club. Hosted by: Jennifer Bush , CFP®. He works collaboratively with financial advisors, CPAs and attorneys to protect clients – and their wealth. The post Chalk Talk: Hidden Insurance Limits appeared first on MainStreet Financial Planning. 30-45 minutes.

Insurance 52

Insurance Financial Planning CFP Financial Advisor 52

MainStreet Financial Planning

FEBRUARY 3, 2023

The post Chalk Talk: How Parents Can Help Their Children Select the Best-fit College, Major, and Career appeared first on MainStreet Financial Planning.

Financial Planning 52

Financial Planning CFP Planning Clients 52

MainStreet Financial Planning

NOVEMBER 1, 2022

The MainStreet Financial Planning Discussion Club. Larry Pon , CPA/PFS, CFP, EA, USTCP, AEP. There may be new tax legislation that could change the way we plan for retirement assets. There are proposals to change the deduction for retirement plan contributions, making Roths much more valuable. 30-45 minutes.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 45

Education Investing Investments CFP 45

Investing Caffeine

MAY 3, 2023

Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. Risk Tolerance: What is your asset allocation?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Indigo Marketing Agency

JANUARY 17, 2022

You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. If you’re in the UK, Robin is a great financial advisor influencer to follow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

DECEMBER 18, 2019

Or you can buy a turnkey package that covers anything from logo design and website management to media promotions and event planning support. . Impact Communications was started in 1993 by the one and only Marie Swift, who is known for her thought leadership in the financial services space. That’s why they plan everything for you. .

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

MainStreet Financial Planning

MARCH 11, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-19-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Retirement 52

Retirement Financial Planning Healthcare CFP 52