Events Search and Views Navigation
October 2021
This is Your Brain on Finance
Join Michael Finke, Ph.D., CFP®, where he will go beyond behavioral finance into the origins of client biases, providing new insights into managing client’s emotional responses through innovative planning techniques. Recognizing the cognitive origins of the struggle between planning and emotion can give advisers the tools they need to get clients on the right path to meeting long-term accumulation and risk protection goals. REGISTER NOW
Find out more »Special webinar on Ways and Means Committee draft legislation
In August, the House Ways and Means Committee released and approved draft legislation as part of Congress’ ongoing $3.5 trillion budget reconciliation bill. The legislation includes significant tax proposals that, if passed, will dramatically increase what high-net worth individuals and corporations pay. Join Amy Bryant, Advanced Sales Counsel, for this special webinar on potential individual and capital gains, estate and gift tax increases and retirement plan changes. REGISTER NOW
Find out more »