Advising couples is more art than science and counseling same-sex couples is a growing niche. In this webinar learn how to balance high-net-worth partners’ needs and how to effectively work with same-sex couples in the current, ever-changing legal and financial environment. Attend and learn:
· The Common Myths About Couples and Money
· How Your Couple Mindset Impacts The Couple Client-Advisor Relationship
· The Do’s and Don’ts of Advising Gay Couples
Kathleen Burns Kingsbury is a wealth psychology expert and founder of KBK Wealth Connection, and author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples, both published by McGraw-Hill. For more information, visit kbkwealthconnection.com.
Suzanne Slater, LICSW, is a family wealth dynamics consultant, founder of Gifted Generations, and the author of The Lesbian Family Life Cycle. For more information, visit giftedgenerations.com.
RecordedAug 14 201349 mins
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As technology has progressed, having the right systems & infrastructure has gone from an afterthought to a strategic advantage. Hiring right team has also become a critical skill, as a fast-paced marketplace requires lean and agile teams to work together seamlessly, and low retention can hinder business over the long run.
In this session, our panel of experts will discuss key operational and industry outlook themes in the Family Office space including;
* Optimising team structures, and succession
* Insourcing vs. Outsourcing
* Tech as a strategic advantage
* New Business Models
You’ll leave these webinars with direct knowledge of what your industry peers are doing to ensure success in their organizations from a hiring, tech, operation and process standpoint, and know how to make the first step towards integrating them into your business.
Curtis V. Cloke, CEO & Founder, Thrive Income Distribution System
Building retirement plans that can last a lifetime is the prize of every retirement planning professional and retiree. When retirement plans are “Built to Last”, longevity risk is the number one retirement risk for most retirees (especially when protecting two people for a lifetime). Retirement practitioners need to consider major risks associated with the distribution phase, different from the accumulation phase. Understanding what retirees want and what keeps them up at night are the major elements for financial professionals to resolve and solve for their pre-and-post retiree clients.
It is important to build investment allocations that create a base of income that cannot be destroyed, one that cannot be outlived, and when done correctly, protect principal in the event of early death. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals. During this session, we will address many myths and biases that surround these questions and show you how building a retirement income floor that incorporates insurance guarantees can help clients meet their emotional and financial needs for a lifetime.
In this program, you will learn about:
- Promised Based Income: Luck vs. Skill (Predictable vs Unpredictable)
- Liquidity: Understanding the “Illusion of Control”… FOMO (fear of missing out)
- The top five risks to mitigate in retirement
- How to take a “basket of products approach” (agnostic approach)
- The benefits of: “Buy income and investing the difference®
- Divide and Conquer Strategy:
- Providing income that lasts a lifetime
- Providing an opportunity for long-term growth, discretionary liquidity and legacy goals
Lorraine Ell, CEO & Senior Financial Advisor, Better Money Decisions
Despite the rise in interest rates of late, creating income from an investment portfolio to fund retirement is still challenging for most. The oft quoted standard of a 4% withdrawal rate has proven to be untenable, as well as not necessarily appropriate in every investor’s situation.
So how can investors develop a workable retirement income scenario? Lorraine Ell, CEO of Better Money Decisions has helped clients create retirement income for decades. Learn from an expert how to:
- Identify your needs and wants
- Find the right level of risk
- Manage cash flow in up and down markets
- Boost yield with high income producing instruments
- Position assets to maximize returns
In this webinar Breana will give you insight into the challenges facing banks including;
* Changing consumer dynamics
* Complying to rapidly changing regulations and global impacts
* Remaining competitive with Fintech disruptions
* Challenges with legacy systems and bad data
The world is changing and whilst you're reading this; the speed of change is increasing even further. What this leads to no one knows - the future of financial services could be "anxious and challenging" or "brilliant and full of opportunities".
Will customer centricity still be the mindset? What about “AI-first”? Or will we jump into the next phase of life?
In this session, Vincent Fokke, CTO FS Benelux, Capgemini, will walk you through the future of banking touching on key themes including;
* AI First as starting point
* Branch “office" or not…
* PLC V4.0
Join this session and start tomorrow's conversation today.
James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.
In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai
Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.
What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?
This webinar will cover:
* Creating meaningful impact – identifying strategies
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint
You'll leave this webinar with an understanding of who the players are, what they are doing.
Johann Bödecker, Founder and CEO, Pentatonic
Simon Foster, Chief Executive Officer, TY Danjuma Family Office
Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project
Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.
This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.
Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?
In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.
While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.
Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?
Further, what new business models exist that are driving value for clients?
This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations
You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC
This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.
Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo
“Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?
This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.
This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.
Benjamin Yeoh, Senior Portfolio Manager, RBC
Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
Richard Friesen is the creator and developer of the innovative and exclusive “Mind Muscles™” training process that turns the psychology of trading on its head. He works with financial professionals, independent traders, business leaders and entrepreneurs who want to expand their mental game to make more consistent profits. With in depth experience as a broker, floor trader, financial software developer and entrepreneur, he brings concrete real world experience to his clients.
“Conversations with Money” is a conversation between the character “Money” and Joe, a blog and article writer. During this conversation, the concept of money, the psychology of our relationship to money and our cultural beliefs about money are all reframed with a radical concept and from the point of view of Money itself.
David Parker (Polymath), Jonathan Wood (Vocalink), Miles Jack (TSYS), Suresh Vaghijani
· Pay by bank from Vocalink, Pingit from Barclays; Accenture has forecast a 30% drop in card volume based on open banking and PSD2, will these new solutions really eat into Debit and what is happening around regulation on them
· IoT payments are much hyped, can the schemes deliver on tokenization solutions for all devices or only with big brands
· Will we all be wearing our payments in five years, or just have it embedded in our finger
· Are we seeing the re-birth of the QR code with Tesco and the schemes in emerging markets or is it just a flash in the pan
· Can Fintechs really take advantage of the emerging payment trends or is it a market for the big boys only
· Clearbank the first new settlement bank in the UK, does this actually indicate a new trend of big banks being wholesalers and small Fintechs being retailers
The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
How to Give Financial Advice to Same Sex CouplesKathleen Burns Kingsbury, Founder, KBK Wealth Connection and Suzanne Slater, LICSW, Founder, Gifted Generations[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]48 mins