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Retirement Planning Best Practices with Dr. Wade Pfau

Webinar Replay: Retirement Planning Best Practices with Dr. Wade Pfau

Dr. Wade Pfau, CFA, joined us on July 11th to share his Retirement Planning Best Practices and the science behind why they center around integrated solutions that include lifetime income guarantees.  Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful. 

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Using LinkedIn to Generate Referrals with Crystal Thies

Webinar Replay: Secret Sauce for Using LinkedIn to Generate Referrals with Crystal Thies

Crystal Thies, The LinkedIn Ninja, Business Consultant and Author, joined us on June 27th to share her six ingredients in the secret sauce for using LinkedIn to generate referrals.  Feedback was extremely positive, with over 95% of survey participants rating it Useful or Very Useful. 

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Smarter Investment Portfolios Include Annuities with Joe Maas

Webinar Replay: Smarter Investment Portfolios Include Annuities with Joe Maas

CFA Charterholder Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA, joined us on June 14th to share how and why he’s adding annuities as an asset class in Smarter Investment Portfolios Include Annuities.  Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful. One attendee said, “this was really fantastic, thank you!”

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