An educational webinar on a simple process to help plan sponsors meet their fiduciary duties. We'll perform a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps will help attendees begin to assess the state of retirement at their company and map out a path forward.
Please join us for a live, hands-on webcast on organizing finances for fiduciary financial planning. We’ll discuss the steps we take to help clients get their finances in order, and share some tools we use to help.
** RESCHEDULED from 6/20 due to webinar platform outage — apologies for the inconvenience. **
A live webinar on Q2 2016 capital market performance. Brexit and the US Political Circus will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A.
Please join us for a live webinar on 2015 capital market performance and planning for volatility in 2016 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets.
What Couples Need To Know About Retirement Income and Social Security:
The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime – including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system.
Please join us for a live webinar on 2014 capital market performance and planning for volatility in 2015 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets.
Provocative "financial entertainment" such as CNBC often distracts investors with its anxious and confusing 24/7 news cycle.
Our quarterly market review webinars aim to help FFP clients break through market noise to gain perspective on market movements. Please join us for a live webinar on Q2 2014 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets.
There’s a retirement crisis in America, and the statistics are grim. Most corporations moved to 401(k) plans as pensions proved to be too costly. But now these costs have been moved to employees who are burdened with more risk than ever. And employees rarely have the same level of expertise as professional pension plan managers. A little known option in many plans — the self-directed brokerage account — provides a new way to 401(k).
Please join us for a live webinar on taking a personalized fiduciary approach to the 401(k) plan. We’ll discuss ways for employees to mitigate retirement risks with the help of fiduciary financial planners. We’ll review a disciplined 5-step fiduciary financial planning process that places client objectives first from their 401(k) to employee benefits and tax strategies.
John Eberle, CFA; Nicholas Economos, CRPS®, CFBS; John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC
From anxiety-provoking "financial entertainment" such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own.
Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in every aspect of their financial lives - from investing and insurance to real estate.