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With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]

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This article appeared in the September 2019 Journal of Financial Service Professionals.

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This article appeared in the July 2019 Journal of Financial Service Professionals. 

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This article appeared in the March 2020 Journal of Financial Professionals. 

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This article appeared in the May 2018 Journal of Financial Service Professionals. 

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This article appeared in the March 2020 Journal of Financial Service Professionals. 

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NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

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This article appeared in the May 2019 Journal of Financial Service Professionals. 

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Overview With the potential for rising tax rates in the near future, changes to retirement planning in the CARES Act and SECURE Act, and other potential changes coming down the pipeline many business owners and individuals are looking to maximize their tax advantaged savings opportunities. One overlooked strategy is often after-tax contributions to retirement accounts [...]

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Program Overview A deferred-compensation plan is an employer-sponsored benefit for chosen employees in which participating employees defer a portion of their annual income into the plan before taxes and the employer promises to distribute that money, plus any earnings and additional employer contributions, at a future time. These plans can help employees save beyond 401(k) [...]