Seminar Resources

Markets have become increasingly complex, especially with news headlines adding to daily shifts. Help clients to determine what’s important by offering this timely look at global equity and fixed income markets and the economy.

Market volatility may lead to client anxiety and poor investment decisions. Show your clients how to avoid making choices based on emotion — and stay on track by focusing on diversification, asset allocation and investing with a long-term view.

Determining when to start claiming Social Security is an important part of planning for retirement. Show how working with investment and tax professionals can help clients know what they need to consider.
 

Help your clients avoid IRA planning mistakes that can derail their retirement plans. To help them make the most of their IRA savings, focus on common problem areas, including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.

Given the rising costs of tuition, clients with young children or grandchildren are probably concerned about paying for future educational expenses. Show your clients smart ways to invest and gift with 529 plans and why starting now is so important.