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Events
Financial-Planning.com collaborates with coaches, experts and industry-leading companies to present a variety of events on topics relevant to the financial planning community. Our featured events include Web seminars, expert-led discussions, coaching sessions, podcasts and more. Please refer to our Archived Events to view on-demand web seminars and podcasts. For an exhaustive list of industry events, please visit our Industry Event Calendar.
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Podcast
Careers in Financial Planning: The New Reality
"It's amazing how career paths and opportunities have changed—just in the last six years." What does the next generation of planners need to learn about the reality of practice today? In this economic climate, are firms easing up on hiring? A roundtable discussion of career transitions—and opportunities—in a crisis economy. -
Podcast
Ed Slott on Managing through the Market Meltdown
Now more than ever, your clients are looking for answers. In this exclusive podcast, America's IRA Expert Ed Slott discusses how to manage clients through the Wall Street crisis. -
Coaching Session
7 Mistakes Advisors Make in the First Client Meeting
October 14, 2008 4:00 PM - 5:00 PM EDTAdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.
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Conference
Women Advisor Forums
October 15, 2008 10:49 AM - 10:50 AM EDTThis forum provides both a networking opportunity and an educational venue for high-ranking women advisors to gather, plan and discuss the profession and their ever-growing influence.
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Conference
Wealth Management & Retirement Planning Forum
October 19, 2008 - October 21, 2008This conference provides a forum for the bank investment industry to meet and discuss how to get the bank's wealth and advisory business retirement-ready.
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Coaching Session
The 90-Day Dazzle
October 30, 2008 4:00 PM - 5:00 PM EDTBegin to plant the seeds and reap the harvest of an unending stream of new client referrals in just 90 Days with the industry's most complete new client marketing sequence.
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Conference
Financial Behavior in Retirement: Understanding Retirees, Income, Asset Protection & Healthcare
November 12, 2008 - November 14, 2008This conference will examine what we know about the way retirees make financial decisions, how advisors can be most effective in working with them, and what unmet needs the financial services industry should be looking to fill.
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Podcast
Trusts: The Next Big Thing
As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor? -
Podcast
Meeting Your Clients' Healthcare Needs
Is it possible to be a good planner today without addressing your clients' healthcare issues? -
Sponsored Podcast
Wealth Preservation in Retirement
In this podcast, seasoned financial planners Karen C. Altfest, PhD, CFP, and Barbara Culver, CFP, CLU, ChFC, AEP, give us their take on how planners can help their female clients retire more securely and comfortably, including a discussion of what specialized services planners need to offer to their women clients. -
Sponsored Podcast
Financially Supporting Loved Ones
Due to delayed parenthood, increased life expectancy, and the need to care for aging parents, nearly 10 million boomers are raising children and at the same time providing financial assistance to an aging parent. -
Sponsored Podcast
The New Parent
New parents need to plan for myriad financial adjustments. This podcast examines how advisors can help their new parent clients answer essential questions.
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Podcast
Avoiding Arbitration
FINRA lists the top reason for bringing an arbitration case against a rep as breach of fiduciary duty. While many actions that can get a broker in hot water are obviously avoided, others are not so clear. This podcast brings together an expert panel to discuss how brokers and reps can keep a clean record. -
Podcast
New Frontiers for ETFs
As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast. -
Podcast
Debating the Rand Report
Thomas Orecchio of NAPFA, Duane Thompson of the FPA, Michael Udoff of SIFMA discuss the Rand Report findings with On Wall Street's Fran McMorris.
Archived Events
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Sponsored Web Seminar
Having the Long-Term Care Conversation
September 24, 2008 2:00 PM - 3:00 PM EDTLong-term care is an immensely valuable form of insurance, both for clients and their beneficiaries. This informative web seminar will discuss strategies for tackling the difficult yet crucial LTCi conversation with clients.
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Conference
The Life Settlement Conference
September 23, 2008 - September 25, 2008The Life Settlements Conference is the largest independent event for those involved in the secondary life market.
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Sponsored Web Seminar
Transitioning Your Practice
September 9, 2008 4:00 PM - 5:00 PM EDTWhile the transition process is challenging, proper planning and execution, backed by the full support of an established firm, can ease the risk associated with transitioning and help ensure a successful move.
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Sponsored Web Seminar
Wealth Management in a Weak Economy: Staying the Course
September 3, 2008 2:00 PM - 3:00 PM EDTClients might have retired, or planned to retire, based on certain return assumptions. But a weak economy could derail the best laid plans. How can a wealth advisor help these struggling clients?
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Sponsored Web Seminar
Wealth Management in a Weak Economy: Tactical Asset Allocation
August 13, 2008 2:00 PM - 3:00 PM EDTLearn about new asset classes to consider, methods of protecting a portfolio, where protected asset classes make sense—and when safeguards are too costly.
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Sponsored Web Seminar
Wealth Management in a Weak Economy: A Web Seminar Series
July 23, 2008 2:00 PM - 3:00 PM EDTThis timely session examines specific trend-chasing behaviors and offers tips on how and when to address them.
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Conference
Women Advisor Forums
July 10, 2008 9:00 AM - 5:00 PM EDTRight now women are now reaching the upper echelons of management and becoming superstars in their own right. This forum provides both a networking opportunity and an educational venue for high-ranking women advisors to gather, plan and discuss the profession and their ever-growing influence.
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Sponsored Web Seminar
Welcome to the Next Generation Financial Advisor Desktop
March 11, 2008 12:00 PM - 1:00 PM EDTNow you can have next generation technology that can really help you to impress your customers. Hear how you don't have to invest in Hardware or Software and can start working on-demand right away. With only one desktop you can find all the information you need to expand your book of business.
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Sponsored Web Seminar
Growing Your Practice as an Independent Financial Advisor
February 6, 2008 4:00 PM - 5:00 PM ESTThe third installment in our Web seminar series on Freedom and Control: The TRUTH About Going Independent will outline a number of strategies available only to independent financial advisors that will help create real growth in your practice.
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Sponsored Web Seminar
The Economics of Independence
December 4, 2007 4:00 PM - 5:00 PM ESTIn The Economics of Independence - the second in our series of Web seminars on Freedom and Control - The TRUTH about Going Independent - Philip Palaveev of Moss Adams, LLP discussed a number of the key financial benefits of going independent.
