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Advisor Perspectives

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  • Ric Edelman: The Truth about Your Future
    Ric Edelman: The Truth about Your Future Ric Edelman Recorded: Oct 18 2017 60 mins
    The replay is eligible one IMCA® CE credit

    Exponential technologies are changing virtually every aspect of life — and the field of personal finance is not immune. In this presentation, Ric will explain why innovation will require you to change the advice you give your clients, upgrade your service model, and transform the way you deliver advice and services to survive and thrive. You will learn:

    •How your role as a financial advisor will change — much sooner than you think.
    •Which game-changing innovations will require you to rethink your business.
    •How the blockchain will transform the way you manage client transactions.
    •Why career counseling, career planning and lifelong learning will be key services you’ll need to provide to your clients.
    •How the cyclical lifeline is replacing a linear lifeline.

    Ric will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

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    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us at cecredit@advisorperspectives.com for the IMCA ® webinar ID to self-report your attendance.
  • Is Your Client’s Gender Costing Her a Fortune?
    Is Your Client’s Gender Costing Her a Fortune? Presenter: Kathleen Burns Kingsbury Recorded: Oct 5 2017 61 mins
    The replay is eligible one IMCA® CE credit

    Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.

    Money silence just makes this bad situation worse.

    These women need savvy advisors to teach them “money talk” skills so they can stop paying such a high price for their gender.

    In this webinar presentation, Kathleen Burns Kingsbury explains why the cost of money silence is especially high for women and offers practical strategies advisors can use to empower these clients to negotiate more and pay less.

    Attend and discover:
    •The high price women (and their families) pay for money silence
    •Common myths about women and money that could be costing you business
    •Practical strategies for teaching women negotiation skills
    •How joining the Breaking Money Silence® Revolution makes good business sense

    All participants receive a bonus chapter, “Is Your Gender Costing You A Fortune?” from Breaking Money Silence: How To Shatter Money Taboos, Talk More Openly, and Live a Richer Life, to be published September 30, 2017.

    Kathleen will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

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    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us at cecredit@advisorperspectives.com for the IMCA ® webinar ID to self-report your attendance.
  • 10 Reasons Advisors Should Podcast
    10 Reasons Advisors Should Podcast Presenter: Kirk Lowe Recorded: Sep 13 2017 62 mins
    Any financial expert willing to invest time and effort into developing and sharing their wisdom can become an online financial influencer in whatever niche suits you best. Since advisor podcasting happens online, it has many advantages versus showing up at a local broadcast studio or meeting at the stock exchange for an interview.

    This presentation will show you how to start your own podcast or will confirm that it is the time to get started. Kirk will explain how podcasting:

    •Separates you from other advisors
    •Enhances the value of your firm’s offering
    •Makes you more attractive to your ideal prospect
    •Fits in your marketing strategy

    Kirk will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
  • A Debate on the DOL Fiduciary Rule
    A Debate on the DOL Fiduciary Rule Participants: Tom Hegna and Knut Rostad; Moderator: Robert Huebscher Recorded: Sep 7 2017 59 mins
    The replay is eligible one IMCA® CE credit

    Provisions of the DOL’s fiduciary rule went into effect on June 9, but the controversy over its impact on advisors and clients continues. In this live, Munk-style debate moderated by Bob Huebscher, Tom and Knut will take opposing sides on the following proposition:

    The benefits to investors and society of implementing the DOL fiduciary rule far outweigh the costs

    Knut will speak in favor of this proposition, while Tom will argue against it, covering issues such as:
    •Should the decision to work with an advisor who adheres to the fiduciary standard or the suitability standard be left to investors, rather than the government?
    •Will the rule create administrative burdens and liability risks that will discourage advisors from serving retirement clients?
    •Will registered representatives moving from commission-based to fee-based compensation no longer be willing to take on clients with smaller pools of retirement assets?

    Knut and Tom will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

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    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us at apviewpoint@advisorperspectives.com for the IMCA ® webinar ID to self-report your attendance.
  • The Impact of Dynamic Approaches on Optimal Retirement Income Strategies
    The Impact of Dynamic Approaches on Optimal Retirement Income Strategies Presenter: David Blanchett Recorded: Aug 23 2017 60 mins
    The replay is eligible one IMCA® CE credit

    Researchers often assume that retirees make decisions only at or just before retirement. But retirees and their financial advisors can dynamically adjust strategies over time. Doing so improves the likelihood of financial success in retirement.

    This presentation will explore:

    •Why dynamic models result in higher retirement-spending rates
    •Which withdrawal approaches work best
    •Why annuities are less important in a dynamic framework
    •How to make optimal portfolio allocations

    David will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session, please email us for the IMCA ® webinar ID to self-report your attendance.
  • A New Approach to Sustainable Spending in Retirement
    A New Approach to Sustainable Spending in Retirement Presenter: Wade Pfau Recorded: Aug 2 2017 62 mins
    The replay is eligible for one IMCA® CE credit

    The probability-based school of thought on retirement income investing, with its emphasis on total-portfolio return, has dominated financial planning since the 1990s. But is it still relevant today? In this session, Wade will examine the core methodology and assumptions behind this approach and discuss how time-segmentation strategies offer a more holistic alternative. Advisors will learn:

    • Why longstanding assumptions about safe withdrawal rates and the “4% rule” may no longer be relevant;
    • How time segmentation allows clients to use varied investment strategies and vehicles to generate needed income during different phases of their retirement;
    • How time segmentation helps advisors deliver more customized, needs-based retirement-income planning solutions for their clients.

    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance.
  • How to Make This Your Most Effective Week Ever
    How to Make This Your Most Effective Week Ever Teresa Riccobuono Recorded: Jul 20 2017 61 mins
    Many advisors run their business by the seat of their pants, always putting out fires rather than running their business in logical, proactive manner.

    In this presentation, Teresa will provide tools and advice for you and your team to develop a “master calendar” with specific weekly goals and action items. You will stay focused on your most important activities, minimize missed opportunities and keep from feeling overwhelmed by your ever-growing “to-do” list.

    You will learn how to:

    •plan an effective week that allows time pursuing business-building opportunities and delivering exceptional client service;
    •stay laser-focused on your most important activities; and
    •reduce the number of interruptions and distractions that keep you from achieving your priorities.

    Teresa will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • New Strategies for Reducing Single-Stock Concentration Risk
    New Strategies for Reducing Single-Stock Concentration Risk Thomas Boczar, Nischal Pai, and Elizabeth Ostrander Recorded: Jul 12 2017 60 mins
    The replay is eligible for one IMCA® CE credit.

    With the stock market at record heights, interest rates steadily ratcheting up and the possibility of tax reform, wealthy investors are seeking advice on how to mediate the risk of concentrated single-stock positions and incorporate them into their tax-management and estate planning strategies. In this webinar, Thomas, Nischal and Elizabeth will discuss a variety of tools and techniques advisors can use to help these clients:

    •decide in a logical, rather than emotional, way to maintain or liquidate some or all of their single-stock positions;
    •manage single-stock risk on a short-term basis;
    •diversify out of their concentrated positions in a tax-efficient manner; and
    •reduce their downside risk on a long-term basis without relinquishing ownership of their shares or capping their upside.

    Thomas, Nischal and Elizabeth will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance.
  • Fishing for Sustainable Growth: Why Demographics are Not Destiny
    Fishing for Sustainable Growth: Why Demographics are Not Destiny Michael Falk Recorded: Jun 14 2017 62 mins
    The replay is eligible for one IMCA® CE credit.

    An aging population, lower fertility rates and entitlement and immigration policies pose challenges for an economy facing a shrinking workforce and increased public debt. In this presentation, Michael Falk will discuss how a dramatic re-thinking of public policies and attitudes that educate and motivate Americans of all ages to be contributors to its economic growth will help to ensure continuing prosperity. He will discuss:

    •Why well-intentioned programs such as Social Security actually put future economic prosperity at risk by encouraging workers to leave the workforce;
    •How re-imagined public policies on healthcare, retirement, and education will help enable Americans of all ages and backgrounds to gain the skills and motivation needed to fuel and sustain economic growth;
    •Why the key to prosperity lies in policies and cultural attitudes that encourage responsibility and appreciation, rather than entitlement and disengagement; and
    •How the successful implementation of these policies will reduce debt and increase prosperity, benefiting both investors and advisors.

    Michael will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance.
  • Populism, Deregulation and the New Challenges for ESG Investors
    Populism, Deregulation and the New Challenges for ESG Investors Abdur Nimeri, Ph.D. Recorded: Jun 6 2017 59 mins
    The replay is eligible for one IMCA® CE credit.

    Proposed legislative rollbacks and Trump administration proposals on corporate governance and climate change have raised concerns about their potential impact on environmental, social, and governance (ESG) investing.

    In this presentation, Abdur Nimeri, Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs), will discuss how ESG-oriented investors and advisors may need to position their portfolios to navigate uncertainties such as:

    · The possible rescinding of corporate disclosure guidelines set by the Securities and Exchange Commission
    · The increased use of nuclear and fossil fuel energy in a deregulated environment; and
    · The ramifications of the potential withdrawal of U.S. involvement in the Paris Agreement on Climate Change.

    Abdur will also discuss the outlook, opportunities, and risks for ESG investors and new analytic tools for identifying ESG investment candidates and explain why the overall outlook for ESG investors still remains promising. He will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance.

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