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    • Serenity Financial Planning
      Serenity Financial Planning Serenity Financial Planning Recorded: Mar 9 2013 10:10 am UTC 2 mins
    • Introduction to Serenity Financial Planning. Never before has managing your money and planning your financial future been as important as it is today - but most people find it hard to know where to start.

      At Serenity, we believe that it starts with discovering what’s really important to you in life – whether it’s your family, your business – or even exciting goals that you have for the future.

      Whatever ambitions and plans you have, our proven ‘financial life planning’ services are helping people just like you to better manage their day-to-day finances, to grow and protect their wealth and to get on track so that they really can live the life of their dreams.

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    • Real Life Career Transitions and Succession Planning for Financial Advisors
      Real Life Career Transitions and Succession Planning for Financial Advisors Marty Kurtz, CFP ® and Elizabeth Jetton, CFP® Recorded: Oct 1 2014 3:00 pm UTC 40 mins
    • All successful financial advisors face a turning point in their career . . .

      Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?

      Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry.

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    • Evaluating Credit Risk and Financial Exposure
      Evaluating Credit Risk and Financial Exposure Greg Haislip - Financial Services Sales Leader, Tableau Recorded: Nov 9 2017 2:00 pm UTC 63 mins
    • Understanding credit risk and its impact on reserves and write-offs is fundamental yet challenging to manage. Join us as we share how to use Tableau to analyze exposure by risk characteristics, identify predictive indicators to illustrate potential exposure, and visualize risk concentration by risk rating.

      View this webinar and we’ll cover:

      -An overview on how leading financial institutions are managing borrower credit risk
      -How to utilise Tableau dashboards to properly monitor risk exposure
      -A data-driven strategy to leverage your analytics to improve credit risk
      -Discover how your analytics can save you time and effort while maintaining the required level of risk --management and oversight needed in your operation.

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    • George Kinder on Work-life balance - Life Planning & Mindfulness
      George Kinder on Work-life balance - Life Planning & Mindfulness George Kinder Recorded: Jan 28 2016 5:00 pm UTC 66 mins
    • The #1 question for people everywhere:
      How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

      George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

      The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

      Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

      You will learn:
      1.How to deliver work-life balance to yourself, your clients and your employees
      2.How Mindfulness & Life Planning are key elements to your work-life balance
      3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
      4.Strategies for finding more time to support a good work-life balance

      Can’t Miss Takeaways - You will:
      1.Do the famous GK 3-Questions facilitated by George Kinder
      2.See and receive access to a Free consumer Life Planning website
      3.Receive a Free “Life Planning for You” book by George Kinder
      4.Have access to an audio guide to a daily Mindfulness practice.

      Who should attend?
      Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.

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    • The Tax Talk before Tax Time” for Entrepreneurs
      The Tax Talk before Tax Time” for Entrepreneurs Brian Walls, Founder Walls Financial Group Recorded: Nov 16 2017 5:00 pm UTC 57 mins
    • It’s the end of the year…and one commonality all businesses have, time to prepare for tax submissions. Taxes are overwhelming but they’re an inevitable part of running your business. During this webinar, Brian Walls will be delivering key points and tips that uncover the often overlooked tax deadlines and necessary information. You will leave feeling at ease about the tax and financial terminology and strategies to make the annual tax exercise more efficient in the future.

      During the webinar, we will discuss:

      •Calculating estimated tax payments
      •Receipt management
      •What is deductible
      •Helpful financial software/tools


      About the Speaker:
      Brian Walls, who leads the WFG's team, has decades of experience within the financial services industry. To Walls Financial Group he brings financial planning and investment management experience.

      Prior to launching Walls Financial Group, Brian was Senior Financial Planner with The Ayco Company L.P., a Goldman Sachs Company, where he provided comprehensive financial counseling to high-net-worth senior executives of major corporations.

      Brian was Senior Portfolio Administrator at The Money Growth Institute. He also worked as an Examiner within the Special Investigations Division of the National Association of Securities Dealers. NASD is the private-sector regulatory body of the U.S. securities industry.

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    • Making More Room for Women in the Financial Planning Profession
      Making More Room for Women in the Financial Planning Profession Eleanor Blayney, CFP®, Consumer Advocate for CFP Board Recorded: Sep 10 2014 5:00 pm UTC 45 mins
    • In 2013, the Certified Financial Planner Board of Standards launched the Women’s Initiative to understand the reasons for the persistent low numbers of women CFP® professionals. Women comprise approximately 23% of the certificant base, a number which is somewhat lower than the 31% representation by women within the broader financial advisory profession. What’s more, the percentage of CFP® professionals who are women has not changed for over a decade, even as the profession itself has grown and become well established in the financial marketplace.

      This presentation will discuss the ground-breaking research, both qualitative and quantitative, conducted by CFP Board. Focus-group participants and survey respondents were drawn from virtually every demographic group with a stake in the discussion of women’s professional status in financial planning. These groups included students in academic and certificate financial planning programs, educators, students pursuing finance-related majors, women and men in financial services both with and without the CFP certification, firm executives and recruiters, even clients of financial advisors who were asked about the role of gender in their choice of advisor.

      Eleanor Blayney, CFP®, Consumer Advocate for CFP Board and a member of the Women’s Initiative Advisory Planning, will highlight the major findings from the research, as well as discuss the business case for more female CFP® professionals. Most important of all, she will share the recommendations of the WIN Advisory Panel for attracting and retaining more women CFP® professionals, in terms of what can be done today, tomorrow, and into the longer-term future to bring gender parity to the financial planning profession.

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    • Big Data:  Unlocking its Power with Financial Planning and Analysis
      Big Data: Unlocking its Power with Financial Planning and Analysis Ken Bardsley, Director – Finance & Accounting and Jeffrey Levant, Director – Finance & Accounting Recorded: Jan 24 2013 4:00 pm UTC 59 mins
    • Mobile technology, social media, cloud computing, data visualization, talent shortages, uneven growth opportunities, political and social risks … many forces impact an organization’s ability to utilize large amounts of data as a competitive advantage. Organizations that capitalize on the large volume and breadth of data to better understand their customers, competitors, marketplace – and overall controls and risk management – will grab the competitive advantage.
      This session will explore emerging trends and challenges that impact the ability of an organization to utilize Big Data in its Financial Planning and Analysis function, as well as factors that must be considered in harnessing this data in your own organization.

      After participating in this webinar, you'll be able to:
      •Define the most impactful trends affecting the utilization of Big Data in the finance function
      •Identify the factors that should be considered in determining whether Big Data is right for your organization
      •List the top ways in which organizations are capitalizing on Big Data to gain competitive advantage

      Who Should Attend
      Chief Financial Officers, Vice Presidents of Finance, Directors of Financial Planning and Analysis, Directors of Finance, Controllers, Managers of Finance, Financial Analysts

      This webinar offers 1 CPE

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    • Reviewing the RDR through the lens of the IFP
      Reviewing the RDR through the lens of the IFP Nick Cann, Chief Executive, Institute of Financial Planning Recorded: Aug 31 2010 11:00 am UTC 46 mins
    • In this presentation, Nick will review where we currently are with the regulatory proposals and then focus on the opportunities facing progressive businesses. There are a number of alternatives emerging to the qualifications offered by the CII and solutions that are perhaps better tailored to Financial Planning businesses. Support to the business and development of the individual around the key skills are also essential requirements to consider as the 'accredited body' becomes a new dynamic for the market to consider. This presentation will take the delegate through the maze of the requirements and offer some sensible, pragmatic steps assuming of course that the delegate is connected with a Financial Planning business.

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