From Piles to Files – Secrets of a Professional Organizer
April 11, 2016A Financial Professional’s worst nightmare is a client who doesn’t have their documents organized. To help you explain how important it is to have critical documents safe…
Femmes and Finance: What Men And Women Need to Know
April 4, 2016Are your female clients becoming more and more involved in financial strategizing? Learn from Heather Lindsley, LUTCF, as she explains the unique issues facing women and finance….
Why Time Equals Money: IRAs Explained
March 28, 2016Are your clients choosing their IRAs wisely and, more importantly, and they starting their IRAs early enough? It can be difficult for laypeople to understand the intricacies…
Live Long and Prosper
March 21, 2016Are your clients saving enough retirement money for 20, 30, or even 40 years? Help them enjoy that hard-earned retirement money by promoting a healthy lifestyle in…
Dave Ramsey Debunked
February 29, 2016Are you losing clients to unregulated celebrity financial “gurus” like Dave Ramsey and Suze Orman? Let Michael Markey, Top of the Table Advisor and Co-Founder and…
How Long Can You Live off Your Nest Egg?
December 14, 2015One of the biggest fears when facing retirement is the fear of outliving your money. Joining us is Alexandra Macqueen, advisor, university instructor, and co-author…
3 Keys to a Successful Retirement
December 7, 2015With 10,000 baby boomers turning 65 each day over the next 14 years, Americans are facing a retirement crisis. Lending his insight into how to…
How Long Can You Live off Your Nest Egg?
December 1, 2015One of the biggest fears when facing retirement is the fear of outliving your money. Joining us is Alexandra Macqueen, advisor, university instructor, and co-author…
Best Places to Retire
November 30, 2015Closing out Long-Term Care Awareness Month is Richard Eisenberg, creator of Money Magazine’s Best Places to Live in America. Many media sources publish their own…
Retirement Re-Defined: How to Cover Your Bases
November 23, 2015Some startling statistics: only 22% of baby boomers are confident they’ll have enough money to last through retirement, and healthcare costs are the #1 fear…
Don’t Become a Financial Burden to Your Children
November 16, 2015No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…
Secrets to Success From America’s Wisest
November 9, 2015What is the secret to longevity and living a happy life? Joining us this week is Steve Franklin, PhD and author of the book Celebrate…