This article appeared in the March 2020 Journal of Financial Service Professionals.
Retirement Planning
Three Strategies to Lift Your Retirement Sales in 2020 (FSP Archived Webinar)
Program Overview Today’s economic environment makes it difficult to plan for an uncertain time frame when it comes to retirement income planning. Low interest rates translate to additional capital needed to fund the client’s retirement with not enough time to save. At the same time, our message continues to get lost in the complexities of [...]
Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Top 10 Celebrity Estate Mistakes and How to Avoid Them (Surgent Webinar)
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Accounting & Tax Planning
Top 10 Technology Risks and Trends Every CPA Should Know (Surgent Self-Study)
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Accounting & Tax Planning
Top 10 Technology Risks and Trends Every CPA Should Know (Surgent Webinar)
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Practice Management
By clicking "Buy Now" you will be redirected to Life Transitions by Dr. Amy to complete your purchase.
Practice Management
Turning Virtual Techniques into Game-Changing Growth for Your Practice (FSPgo On-Demand Webinar)
Program Overview Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. You Will Learn: How to reposition [...]
Financial Planning
Twenty-Five Examples Illustrating How 529 Plans Can Benefit Clients (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
U.S Tax Implications of Crossing Borders with Life Insurance (FSP Archived Webinar)
Program Overview In an increasingly globalized world, it’s common to work with individuals and families who plan to relocate to another country. This presentation will help you understand the U.S. income, gift, and estate tax implications when life insurance policyholders cross borders. It will also explain ways in which life insurance can be particularly helpful [...]
Retirement Planning
Understanding Business Protection Needs (FSP Archived Webinar)
Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]
Planning for Business Owners
Understanding S Corporations: From Cradle to Grave (LISI On-Demand Bundle)
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