Accounting & Tax Planning
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Financial Planning
Navigating Paycheck Protection Program (PPP) Loan Forgiveness (FSPgo On-Demand Webinar)
Program Overview The Paycheck Protection Program (PPP) can be a great program for organizations, but its rules are complicated and ever-changing. This session will review the mechanics of PPP loan forgiveness, options available to borrowers, and the process of applying. Learning Objectives: Understand what factors impact the amount of PPP loan forgiveness Understand options borrowers [...]
Financial Planning
New Look at Family Caregiving: Insights for Financial Services Professionals (Journal Article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Financial Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Accounting & Tax Planning
Perplexing Financial and Economic Issues for the CFO/Controller (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
This article appeared in the September 2019 Journal of Financial Service Professionals.
Financial Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Financial Planning
Reverse Mortgages: Planning for the Overlooked Risk (Journal Article)
This article appeared in the May 2019 Journal of Financial Service Professionals.
Financial Planning
Social Security and Financial Security: The 1.42 Percent Solution (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Financial Planning
The Future of Emerging Markets and the Accelerating Digital Revolution (FSPgo On-Demand Webinar)
Program Overview With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. This rising middle-class consumer wave has transformed economies and produced new internet giants equal to or even larger than their U.S. counterparts. Our [...]
Financial Planning
The Impact of the Mortgage Term Selection on the Home Buyer’s Future Net Worth (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
Financial Planning
Program Overview Learn how to help your clients find more money for their short- and long-term financial goals. Help them create Spending Plans, to achieve the balance between building a stronger financial foundation and enjoying the journey. Distinguish yourself as the advisor who helps clients become more purposeful in their spending, increasing their quality of [...]