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Explore a variety of topics including Social Security, reverse mortgages, tax strategies, and annuities.
Featured Topics:
Annuities
Best Practices
Long-Term Care
Retirement Income Strategies
Research
Reverse Mortgages
Social Security
Tax Strategies
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Behavioral Finance
Bucket Strategies
Client Relationships
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Ethics
Executive Compensation
Federal Civilian and Military Benefits
Flooring Strategy
Health Care
Home Equity
Housing
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Life Insurance
Long-Term Care Insurance
Longevity Risk
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Monitoring the Plan
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Retirement Assumptions
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Retirement Statistics
Risk Tolerance
Role of the Professional
Satisfaction in Retirement
Saving for Retirement
Social Security Claiming Strategies
Software and Tools
Sustainable Withdrawal Rates
Systematic Withdrawal Strategies
Tax Treatment of Distributions
Taxation
Time Segmentation
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All Participants
Adam Walk
Alan Peters
Allen McLellan
Amy Florian
Anna Rappaport
April Caudill
Arthur Tacchino
Barbara Stucki
Ben Baldwin
Brent Burns
Bruce Schobel
Bruce Steiner
Bud Schiff
Carolyn McClanahan
Chris Morton
Colin Slabach
Colleen Jaconetti
Craig Lemoine
Curtis Cloke
Dan Hultquist
David Blanchett
David Freitag
David Littell
David Nanigian
Debra Newman
Denny Axman
Don Graves
Donald Graves
Edward Graves
Ellen Rogin
Ernie Guerriero
Garth Bernard
Harry Moody
Jack VanDerhei
James Ivers III
Jamie Hopkins
Jamie Mendelsohn
Jason L. Smith
Jason Mendelsohn
Jason Sanger
Jeff Harris
Jeff Levine
Jerry Borrowman
Jim Christian
Joe Jordan
John Ameriks
John Cermak
John Migliaccio
Jon Mendelsohn
Jonathan Guyton
Josh Weiner
Julie Ragatz
Katy Votava
Kenn Tacchino
Kerry Pechter
Kishon Pinckney
Lawrence B. Raymond
Lynn Nolan
Manish Malhotra
Marguerita Cheng
Mark Warshawsky
Mary Beth Franklin
Mathew Greenwald
Michael Drew
Michael Finke
Michael Kitces
Mike McGlothlin
Moshe Milevsky
Paul Henry
Peter Stahl
Philip Lubinski
Philip Pirio
Rebekah Barsch
Robert Klein
Roger Ibbotson
Ronald Duska
Ross Goldstein
Sandra Timmermann
Shane McCann
Shelley Giordano
Sherman Hanna
Sheryl O’Connor
Somnath Basu
Sophia Duffy
Stephen Huxley
Stephen Parrish
Stephen Rosen
Stephen Tarr
Steve Parrish
Steven Sass
Ted Kurlowicz
Tom Hegna
Wade Pfau
Walt Woerheide
William Borton
William Meyer
William Reichenstein
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July 18, 2019
58:43
The Importance of Grief Support for Advisors
Participants:
Steve Parrish
,
Amy Florian
May 13, 2019
53:03
Managing Retirement Risks Through Diversified and Flexible Planning
Participants:
Steve Parrish
,
David Blanchett
,
Michael Finke
April 2, 2019
59:06
Creating an Aging Plan
Participants:
Steve Parrish
,
Carolyn McClanahan
February 12, 2019
56:53
Retirement Asset Location
Participants:
Steve Parrish
,
Bruce Steiner
,
Mike McGlothlin
December 12, 2018
55:25
End of Year Financial Planning Tips Under New Tax Law
Participants:
Jamie Hopkins
,
Craig Lemoine
,
Marguerita Cheng
November 29, 2018
09:11
The Genesis of Time Segmentation
Participants:
Jamie Hopkins
,
Philip Lubinski
November 29, 2018
10:59
Benefits to Clients of a Structured Time Segmented Strategy
Participants:
Jamie Hopkins
,
Philip Lubinski
November 29, 2018
07:17
Historic Challenges with Time Segmentation
Participants:
Jamie Hopkins
,
Philip Lubinski
,
Sheryl O’Connor
November 29, 2018
14:27
Understanding IncomeConductor: A Revolutionary Technology and Business...
Participants:
Jamie Hopkins
,
Sheryl O’Connor
November 29, 2018
16:17
Understanding IncomeConductor Technology
Participants:
Jamie Hopkins
,
Sheryl O’Connor
November 29, 2018
06:46
IncomeConductor Case Study: Forecasting Long-Term Care Expenses
Participants:
Jamie Hopkins
,
Philip Lubinski
November 29, 2018
06:15
IncomeConductor Case Study: Managing Changes During Retirement
Participants:
Jamie Hopkins
,
Philip Lubinski
November 29, 2018
05:30
IncomeConductor Case Study: Planning Retirement for Younger Clients
Participants:
Jamie Hopkins
,
Philip Lubinski
November 26, 2018
58:05
Incorporating Long-Term Care Insurance and Hybrid Policies into a Reti...
Participants:
Jamie Hopkins
,
William Borton
,
Debra Newman
October 23, 2018
58:07
Utilizing Housing Wealth in Retirement Planning
Participants:
Jamie Hopkins
,
Shelley Giordano
,
Barbara Stucki
September 24, 2018
06:22
How Regulatory Changes Have Affected the HECM Program
Participants:
Jamie Hopkins
,
Dan Hultquist
September 24, 2018
04:42
Common HECM Misconceptions
Participants:
Jamie Hopkins
,
Dan Hultquist
September 24, 2018
05:39
Reverse Mortgage Pitfalls
Participants:
Jamie Hopkins
,
Dan Hultquist
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