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

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

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. Attendees will be eligible to earn 1 CFP® CE credit.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

NOVEMBER 17, 2022

You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. The good news is that there are many helpful resources for anyone who needs to assist in estate planning discussions. At the foundation of these resources is a story of successful estate planning.

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

MainStreet Financial Planning

JULY 6, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Exclusive for Current Clients Register Here! When you register, we’ll confirm you have your log in and password. Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

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. The ability to roll over 529 plan assets to a Roth IRA.

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 203

Education CFP Certification License 203

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 174

Education Financial Planning Estate Planning CFP 174

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

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

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy.

Financial Advisor 199

Financial Advisor CFP Clients Assets 199

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

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. So, how can you leverage gratitude in your financial planning practice? During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. Gratitude Helps Us Patiently Pursue Goals.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Indigo Marketing Agency

JANUARY 24, 2024

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. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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

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. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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

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. When: Tuesday 7-19-22 at 730pm Eastern; 430pm Pacific. ~30-45

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

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

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. Looking to start planning events for your firm?

Marketing 52

Marketing Marketing Financial Advisor Media 52

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

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. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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

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! How should I consider my long-term plans and stability when making this decision?

Financial Planning 96

Financial Planning CFP Clients Planning 96

Indigo Marketing Agency

APRIL 28, 2023

Just for fun, let’s take a look at some real-life terrible headlines: “I love 401(k) plans!” Who do you sell 401(k) plans to? Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. What types do you specialize in?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

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! Why should job seekers consider a career coach…can’t they just go it alone?

Consulting 95

Consulting Financial Planning CFP Education 95

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! Parenting Aging Parents.

Financial Planning 92

Financial Planning CFP Medical Retirement 92

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. Reverse Mortgages!

Financial Planner 97

Financial Planner Financial Planning CFP Education 97

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

MainStreet Financial Planning

JANUARY 5, 2023

The MainStreet Financial Planning Discussion Club. Hosted by: Jennifer Bush , CFP®. The post Chalk Talk: Hidden Insurance Limits appeared first on MainStreet Financial Planning. “MainStreet Chalk Talk”. When: Tuesday 1-17-23 at 7:30pm Eastern; 4:30pm Pacific. ~30-45 30-45 minutes. Recorded and able to retrieve for one week.

Insurance 52

Insurance Financial Planning CFP Financial Advisor 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 40

Education Investing Investments CFP 40

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. “MainStreet Chalk Talk”.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

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. Bob is also a speaker and author of the bestselling book The New Profession.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

JUNE 27, 2023

In the example below, Ohana Wealth & Life Planning shares a post about helping small businesses during this crisis on Instagram. In the example below, the founder of Wealth Keel LLC , Chad Chubb, CFP®, CSLP® , shares their latest blog on Twitter. You can also try to spread the word about helping others during a crisis.

Marketing 52

Marketing Marketing Media Clients 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. . An individual plan membership costs $697 a year and includes unlimited access to the video lessons, one-on-one online coaching with Bill, a 60-day action plan, helpful resources, and more.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 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. Also, a recording of today’s webinar, along with a transcript, will be posted to our website within 48 to 72 hours.

Marketing 52

Marketing Marketing Banking Numbers 52