Masterclasses
13 Articles in this CategoryBig Problems with Probability of Success in Retirement Planning
Probability of Success doesn't help retirees reach their goals - it drives them toward underspending, and feeling bad while they do it....
Masterclass Recordings and Takeaways
Access the recordings and takeaways from our Masterclass sessions....
Masterclass 2.0 - Class 4: Advisor and Practice Management Efficiency Workshop
Enhance your advisory skills and streamline practice management with actionable strategies in this comprehensive workshop....
Masterclass 2.0 - Class 3: Best Practices in Presenting Retirement Income Plans
Discover expert tips for effectively presenting retirement income plans and learn best practices for engaging and educating your clients....
Masterclass 2.0 - Class 2: Next Level Tax Planning to Differentiate Your Firm
Learn advanced tax planning strategies to set your firm apart from the competition and take your skills to the next level in Masterclass 2.0....
Masterclass 2.0 - Class 1: A Tale of Two Bear Markets
In our first masterclass, we explore the role of behavioral finance in retirement planning and its influence on client decisions....
Masterclass 1.0 - Class 1: Retirement Income Planning and Client Psychology
This class will be an introduction to retirement income planning and to the need for advisors to include it in their practice....
Masterclass 1.0 - Class 2: Retirement GPS Part 1 – Building and Presenting Plans
This class is part 1 of our discussion on Retirement GPS. Learn about building, evaluating, and presenting adjustment-based retirement income plans....
Masterclass 1.0 - Class 3: Retirement GPS Part 2 – Monitoring and Managing Plans
This class is part 2 of our discussion on Retirement GPS. Learn about building, evaluating, and presenting adjustment-based retirement income plans....
Masterclass 1.0 - Class 4: Tax-Smart Distribution Planning Part 1
In this class, you will learn how to build, evaluate, and present tax-smart distribution plans and use tax-smart distribution planning with clients and prospects....
Masterclass 1.0 - Class 5: Tax-Smart Distribution Planning Part 2
In this class, we will dig deeper into more sophisticated tax planning and evaluation of tax-smart distribution plans....
Masterclass 1.0 - Class 6: Case Studies in Retirement Income Planning and Management
Class 6 will cover: - Understand how to make the most of prospect and early client meetings by guiding the discussion to the important goals and experiences of retirement....
Navigating Mortality Risk in Retirement Planning
A comprehensive guide to understanding mortality risk in retirement planning, exploring how life expectancy and potential income changes can impact financial strategies for couples....