Hi [[ session.user.profile.firstName ]]

Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans

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.
Recorded Sep 12 2013 33 mins
Your place is confirmed,
we'll send you email reminders
Presented by
John Eberle, CFA; Nicholas Economos, CRPS®, CFBS; John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC
Presentation preview: Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans
  • Channel
  • Channel profile
  • Q3 2016 Market Review Webinar Recorded: Oct 21 2016 43 mins
    Nick Economos, John Eberle
    A live webinar on brexit, the presidential election and the potential impact on 4th quarter stocks.
  • Q2 2016 Market Review Recorded: Jul 28 2016 41 mins
    John Eberle, Nicholas Economos
    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.
  • Q1 2016 Market Review & Lessons From March Madness Recorded: Apr 21 2016 38 mins
    John Eberle, Nicholas Economos, John Hillman
    A live webinar on Q1 2016 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 followed by Q&A.
  • 2016 Market Preview Recorded: Jan 14 2016 46 mins
    John Eberle, Nicholas Economos
    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.
  • Q3 2015 Market Review Recorded: Oct 22 2015 34 mins
    John Eberle, Nicholas Economos, John Hillman
    A live webinar on Q3 2015 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 followed by Q&A.
  • Savvy Social Security Planning for Couples Recorded: May 28 2015 56 mins
    John Eberle, Nicholas Economos, John Hillman
    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.
  • Q1 2015 Market Review Recorded: Apr 29 2015 26 mins
    John Eberle, Nicholas Economos, John Hillman
    A live webinar on Q1 2015 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 followed by Q&A.
  • 2015 Market Preview Recorded: Jan 29 2015 47 mins
    John Eberle, Nicholas Economos
    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.
  • Q3 2014 Market Review Recorded: Oct 16 2014 42 mins
    John Eberle, Nicholas Economos, John Hillman
    A live webinar on Q3 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.
  • 2014 Halftime Market Review Recorded: Jul 17 2014 39 mins
    John Eberle, Nick Economos, John Hillman
    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.
  • Q1 2014 Market Review Recorded: Apr 23 2014 38 mins
    John Eberle, Nicholas Economos, John Hillman
    A live webinar on Q1 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.
  • The New Way to 401(k): A Personalized Fiduciary Approach Recorded: Apr 10 2014 41 mins
    John Eberle, CFA; Nicholas Economos, CRPS®, CFBS
    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.
  • Q4 2013 Market Review Recorded: Jan 24 2014 38 mins
    John Eberle, CFA; Nicholas Economos, CRPS®
    A live webinar on Q4 2013 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.
  • Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans Recorded: Sep 12 2013 33 mins
    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.
Educational webcasts to improve fiduciary financial planning
Educational webcasts to improve fiduciary financial planning – from investments and insurance to 401k and defined benefit plans

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans
  • Live at: Sep 12 2013 6:00 pm
  • Presented by: John Eberle, CFA; Nicholas Economos, CRPS®, CFBS; John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC
  • From:
Your email has been sent.
or close