Nerd's Eye View

JULY 25, 2022

First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements.

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Nerd's Eye View

JULY 4, 2023

In this episode, we talk in-depth about how, while Melissa was being considered for partnership at her former firm, she decided to have outside counsel review the firm’s operating agreement (with its provisions and limitations about what happens if the partnership were to be dissolved) so she could be clear on what that would mean for her if (..)

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Investing Caffeine

FEBRUARY 21, 2023

Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg?

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Portfolio Investing Investments CFP 111

Investing Caffeine

SEPTEMBER 19, 2023

Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. ! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us.

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CFP Economics Investing Investments 52

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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Covisum

MARCH 12, 2024

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP ® will be presenting a 7-part webinar series, Retirement Delivered , showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s (..)

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Covisum

MARCH 20, 2024

Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

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Investing Caffeine

JUNE 11, 2024

Slome, CFA, CFP®, has more than 30 years of investment experience to answer these questions and review the current economic climate. We utilize Zoom webinars. With the looming elections, elevated inflation, and a cryptic Federal Reserve, should you be running for cover, or jumping on the bull market bandwagon?

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CFP Economics Clients Investing 52

MainStreet Financial Planning

NOVEMBER 14, 2024

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones?

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Assets Planning Estate Planning CFP 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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eMoney Advisor

JANUARY 20, 2023

Join our Webinar for an In-Depth Look at SECURE 2.0 Join us for a webinar on Thursday, March 9, from 2:00 – 3:00 p.m. and eMoney Analysis (1 CFP® CE Credit*) webinar. Pending approval from the CFP Board Act Do you want to take a deeper dive into SECURE 2.0

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Financial Advisor Retirement CFP Financial Planning 89

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

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Financial Planning Planning Financial Planner CFP 107

Tobias Financial

APRIL 3, 2024

We are excited to share that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® , will serve as a panelist at the upcoming webinar, “Challenges Faced by Business Owners in 2024,” hosted by Collaborative Family Law Professionals of South Florida on April 5th at 12 p.m.

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MainStreet Financial Planning

JULY 23, 2024

As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” The webinar was fantastic! Do we have any control?

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Covisum

MARCH 7, 2023

Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m. Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Central Time.

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MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

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Taxes Investing Investments CFP 98

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

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Financial Advisor CFP Financial Services Education 116

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

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NAIFA Advisor Today

AUGUST 23, 2022

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance. In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk.

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Tobias Financial

MAY 12, 2024

We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®.

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MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

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Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. Here’s the webinar they did for Lockheed Martin.” ” That makes so much sense. Claire: Absolutely.

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eMoney Advisor

NOVEMBER 7, 2022

To learn more about the financial, lifestyle, and social transitions that happen later in life view this on-demand webinar.* I am joined by Joseph Buhrmann, CFP ® , CLU ® , ChFC ® to discuss how a robust and engaging planning platform can help facilitate planning discussions around transition by modeling some of life’s what-ifs.

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Financial Planning Retirement Planning Clients 107

Tobias Financial

MAY 22, 2023

Recently, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® shared her insights about college savings options. To watch the full webinar, visit: [link] The post 529 Plans & Other College Savings Options appeared first on www.tobiasfinancial.com. The earlier you start planning the better.

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Planning CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best? Stay in touch by signing up for my marketing newsletter today!

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MainStreet Financial Planning

JUNE 17, 2024

Navigating Transitions with Purpose and Passion Hosted by: Anna Sergunina , CFP® Guest: Luanne Mullin, Retirement Counselor Retirement is a complex and exciting phase of life that we spend years working, saving, investing, and preparing for.

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eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Join me and Sasha Grabenstetter, AFC®, for a webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit. Insurance in Financial Planning.

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MainStreet Financial Planning

SEPTEMBER 7, 2023

Creating Your Solo Aging Plan Hosted by: Jennifer Bush , CFP® Solo agers are adults who are facing a future of aging alone.

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FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

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MainStreet Financial Planning

MARCH 2, 2023

How Parents Can Help Their Children Select the Best-fit College, Major, and Career Hosted by: Vida Jatulis , CFP ® Guest commentator: Caroleen Verly of Untangle Your Money Have you tried to improve your cash flow, but you have hit roadblocks or setbacks?

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Planning Financial Planning CFP Clients 97

MainStreet Financial Planning

NOVEMBER 8, 2023

31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down. Mint.com is Shutting Down on Dec. Many loyal users have come to rely on Mint for their budgeting and financial management needs.

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MainStreet Financial Planning

MAY 4, 2023

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years.

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Retirement Healthcare Financial Planning CFP 98

MainStreet Financial Planning

AUGUST 8, 2022

Hosted by: Jennifer Bush , CFP®. . ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Register here! Parenting Aging Parents. Guest commentators: Mike & Kim Barnes. Parenting Aging Parents. We have all heard the phrase “sandwich generation”.

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Financial Planning CFP Medical Retirement 98

MainStreet Financial Planning

AUGUST 3, 2023

Renting vs. Buying a Home: Making the Right Decision for You Hosted by: Katherine Edwards , CFP® Guest commentator: Tori Young , Realtor, Exit Realty Today’s real estate market can be confusing and overwhelming. With mortgage rates above 7% and rents continuing to rise – it can be a difficult decision about what is best for you.

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Financial Planning CFP Clients Planning 98

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. She has extensive experience consulting with start-ups to Fortune 500 firms.

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Consulting Financial Planning CFP Education 98

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

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MainStreet Financial Planning

SEPTEMBER 27, 2024

College Funding Planning Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Is your child heading to college in the next 0-5 years? Now is the time to start planning!

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