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

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

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This article appeared in the March 2021 Journal of Financial Service Professionals. 

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Program Overview On February 12, 2021, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) confirmed that “Improving Investment Advice for Workers & Retirees,” (the Prohibited Transaction Class Exemption) an exemption for investment advice fiduciaries, goes into effect as scheduled on Feb. 16, 2021. As this presentation is being prepared, EBSA will be coming [...]

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Program Overview Elections have consequences. This has become a popular phrase in politics over the past few years, but the reality is elections do have consequences for your finances, especially your retirement. With many crucial retirement programs like Social Security, Medicare, and Medicaid experiencing funding issues, reform could be on the way and the election [...]

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Time will tell if Regulation Best Interest (Regulation BI) really helps provide clarity for the profession and clients. However it is already very clear that Regulation BI does not respect the history, nor advance the strong legacy, of looking out for a client’s best interest under the fiduciary duty of loyalty. Author: James Pasztor, MSF, [...]

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

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Program Overview Intergenerational split dollar is a means for a family member with significant assets to pay for life insurance on the life of a family member with lesser wealth.  Typically Generation 1 (grandparents) pays for life insurance insuring Generation 2 (children) for the benefit of Generation 3 (grandchildren). The session will cover all the [...]

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

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