Thought leader and best-selling author, David McKnight, provides his top insights on financial strategies and tax planning for financial professionals and clients. Listen to this podcast to learn about the current tax environment, why asset location is significant, and what a vitally important role life insurance can play while planning for retirement.

Thought Leadership paper

GE-3708106.2 (4/24) (Exp. 4/26)

Guest: David McKnight

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Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.

GE-3474402.2 (3/23) (Exp. 3/27)

Guest: Wade Pfau

Michael Finke, PhD, CFP®, a nationally renowned researcher focuses on the value of financial advice, shares his insights and tips on the current investment environment and tax efficient investing with asset location strategies.

GE-3474411.2 (3/23) (Exp. 3/27)

Guest: Michael Finke

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner at Keebler and Associates, provides discerning forecasts and projections on future tax proposals from the President Biden administration. Understand the possibilities and prepare for sales opportunities to best serve your clients. -- IU-3412270 (1/21) (Exp. 1/23)

Join us as Paulina Vakouros, Lead Director of Marketing for Protection Solutions at Equitable and Dr. Sandra Timmermann, EdD, a nationally recognized expert in gerontology, have an informative discussion on how you can help your clients pursue long-term financial security with long-term care protection. They discuss costs, trends in caregiving, how to have “the conversation” and how to integrate long-term care into a holistic retirement plan. -- IU-3227501 (9/20) (9/22)