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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.

• 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

  Wealth Preservation in Retirement

  July 24, 2008 - August 25, 2008

  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.

• Podcast

  Meeting Your Clients' Healthcare Needs

  Is it possible to be a good planner today without addressing your clients' healthcare issues?

• Expert Forum

  Creating a 1-Page Business Plan to Grow Your Practice

  August 25, 2008 - September 19, 2008

  If you want to make more money, have more balance in your life, and just overall live better, a business plan will help—and it doesn't have to be long. This expert forum explores how to write and implement a 1-page business plan for your practice.

• Coaching Session

  Stress Management for the Crazed Advisor

  September 9, 2008 4:00 PM - 5:00 PM EDT

  Learn how to boost your performance in quality and quantity. In this 60-minute web seminar, work/life balance expert Joe Robinson teaches you how to re-balance your schedule and reclaim your life. Work burnout results in lousy productivity, expensive mistakes, and triple the risk of cardiovascular problems. Sign up today to learn how to reduce stress and become more productive.

• Coaching Session

  Habits of the Most Efficient Advisors

  September 17, 2008 4:00 PM - 5:00 PM EDT

  This live presentation will focus on the findings of one of the largest studies conducted on time management in the advisory field. Learn from the best ideas of other advisors: How to set goals, delegate activities, standardize routine processes and select clients. You'll learn how the most efficient advisors structure their time on a day-to-day basis, and how to apply these time management techniques in your own practice.

• Sponsored Web Seminar

  Transitioning Your Practice

  September 9, 2008 4:00 PM - 5:00 PM EDT

  While 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.

• 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.

• Conference

  The Life Settlement Conference

  September 23, 2008 - September 25, 2008

  The Life Settlements Conference is the largest independent event for those involved in the secondary life market.

• Coaching Session

  Low-Cost Marketing Ideas

  September 30, 2008 2:00 PM - 3:00 PM EDT

  How effective is your marketing strategy? Do you have a sound plan in place to help you build business, boost referrals and attract your ideal clients? Public relations guru Marie Swift can give you the three secrets for marketing success that every advisor should know.

• Conference

  Wealth Management & Retirement Planning Forum

  October 19, 2008 - October 21, 2008

  This 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.

• Conference

  Financial Behavior in Retirement: Understanding Retirees, Income, Asset Protection & Healthcare

  November 12, 2008 - November 14, 2008

  This 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.

• Sponsored Web Seminar

  Wealth Management in a Weak Economy: Tactical Asset Allocation

  August 13, 2008 2:00 PM - 3:00 PM EDT

  Learn about new asset classes to consider, methods of protecting a portfolio, where protected asset classes make sense—and when safeguards are too costly.

• Sponsored Web Seminar

  Wealth Management in a Weak Economy: A Web Seminar Series

  July 23, 2008 2:00 PM - 3:00 PM EDT

  This timely session examines specific trend-chasing behaviors and offers tips on how and when to address them.

• Sponsored Web Seminar

  Welcome to the Next Generation Financial Advisor Desktop

  March 11, 2008 12:00 PM - 1:00 PM EDT

  Now 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.

• Sponsored Web Seminar

  Growing Your Practice as an Independent Financial Advisor

  February 6, 2008 4:00 PM - 5:00 PM EST

  The 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.

• Sponsored Web Seminar

  The Economics of Independence

  December 4, 2007 4:00 PM - 5:00 PM EST

  In 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.

• Sponsored Web Seminar

  Is Going Independent Right for You?

  October 4, 2007 4:00 PM - 5:00 PM EDT

  The freedom found in an independent practice can be compelling. But an advisor considering such a move faces a number of questions, including resources, staffing and office management, technology, payouts, marketing, even the transition process. This free web seminar series will answer many of your about going independent.

• Podcast

  Global Investing Now

  Global investing, turmoil in the securities markets—and where the new investing opportunities can be found around the globe. Financial Planning's Marion Asnes interviews leading experts: Jean-Marie Eveillard, First Eagle Funds; Sarah H. Ketterer, Causeway Capital Management; Bob Smith, T. Rowe Price.

• Podcast

  Green Investing

  Being green has gone from fringe to fashionable, and investors want a piece of this revolution too. But are these new green investors finding their way to the best opportunities?

• Podcast

  Fundamental vs. Cap-weighted: The Index Smackdown

  In the INDEX SMACKDOWN, a special video and podcast program, Chairman of Research Affiliates, Rob Arnott and Chief Investment Officer and a Managing Director of Vanguard, Gus Sauter will debate the relative merits of fundamentals vs. cap-weighted indexes.

• Podcast

  The Challenges of Financing a Modern Retirement

  How can you help your clients think realistically about their lives and financial needs in retirement? We will explore this new retirement landscape and discuss strategies for addressing these financial challenges.