Executive Compensation
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
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Retirement Planning
Claiming Social Security Retired-Worker Benefits (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Retirement Planning
Defined-Benefit Plans Remain a Planning Opportunity (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Retirement Planning
Diving into Longevity Economics: A Financial Services Backgrounder (Journal Article)
This article appeared in the July 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Do Annuities Improve Retirement Outcomes? (FSP Archived Webinar)
Program Overview Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially. Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions: Is the [...]
Estate Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Financial Planning
Estimating Discretionary Money in Retirement: Spending Too Much…or Too Little? (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the May 2018 Journal of Financial Service Professionals.
Retirement Planning
Five New Ways to Improve America’s Retirement Security (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Retirement Planning
How Congress Might Slow the Growth of Social Security Benefits (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Planning for Business Owners
Impact of the CARES Act on Individuals and Businesses (FSPgo On-Demand Webinar)
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]