Are 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….

Are 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…

Are 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…

Are 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…

One 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…

With 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…

One 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…

Closing 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…

Some 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…

No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…

What is the secret to longevity and living a happy life? Joining us this week is Steve Franklin, PhD and author of the book Celebrate…

One of the biggest considerations for clients in retirement planning is long-term care. Helping us explore the benefits and options for insurance in this arena is Jesse…