Executive Compensation
A Financial Comparison of Nonqualified Deferred-Compensation Arrangements (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
This article appeared in the July 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the November 2019 Journal of Financial Service Professionals.
Financial Planning
Accredited Asset Management Specialist (AAMS) Professional Designation Program (Kaplan)
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Financial Planning
Accredited Portfolio Management Advisor (APMA) Professional Designation Program (Kaplan)
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Financial Planning
Accredited Wealth Management Advisor (AWMA) Professional Designation Program (Kaplan)
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Estate Planning
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
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.
This article appeared in the May 2019 Journal of Financial Service Professionals.
Retirement Planning
After-Tax Planning for Qualified Retirement Plans and IRAs (Carson Coaching On-Demand Webinar)
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 [...]
Financial Planning
Aging, Social Isolation, and Resilience: What Do We Need to Know? (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Investment Planning
Program Overview In today’s world what you do is simply a commodity until the prospect knows WHY you do it and WHY it’s important to you. The same holds true with your investment strategy; the challenge is to express your approach and philosophy in a way that simplifies, not confuses, clarifies not overwhelms. Understanding what you [...]
This article appeared in the January 2020 Journal of Financial Service Professionals.