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Financial Planning Perspectives Audio Series
Financial Planning Perspectives Audio Series episodes
- Planning Strategies for Same-Sex CouplesA presentation focusing on financial planning strategies involving same-sex couples. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 9 min
- Helping Your Clients Gain Control of Their Retirement AssetsA presentation focusing on retirement planning strategies. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 1 min
- Serving the Underserved: Delivering Financial Planning to the Underserved PopulationA presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 1 min
- Financial Planning Across GenerationsA presentation focusing on financial planning expectations and strategies for different generations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 7 min
- How Health Care Reform Affects You and Your ClientsA presentation focusing on health care reform and financial planning. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 16 min
- Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance BenefitsA presentation focusing on finding sources of hidden wealth for your clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.1 hr 6 min
- The Trust Deficit: Managing Reputation RiskManaging your online risk in the age of tweets, wikileaks, and cyber threats. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.1 hr 11 min
- Understanding Tactical Asset AllocationAn overview of tactical asset allocation and alternative methods for portfolio construction. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.50 min
- Health Care Reform & How it Relates to ClientsA bird’s eye view of health care reform and what it means for you and your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.1 hr 21 min
- Endogenous Risk & Dangers to Market StabilityExamining inter-market risk in addition to external forms of risk. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference1 hr 11 min
About Financial Planning Perspectives Audio Series
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Listen to the presentation and complete the test to earn CE credit.