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.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 233

Financial Planner Fee Only Compliance CFP 233

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?

Portfolio 111

Portfolio Investing Investments CFP 111

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 200

Ethics Financial Advice CFP Financial Advisor 200

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 228

Education CFP Certification License 228

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®.

CFP 52

CFP Portfolio Management Portfolio Investing 52

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.

CFP 59

CFP Financial Advisor 59

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 179

Ethics Education Financial Advice Taxes 179

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.

CFP 52

CFP Insurance Clients 52

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

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

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 (..)

Financial Advisor 224

Financial Advisor CFP Clients Assets 224

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?

Insurance 90

Insurance Insurance Coverage Medical Education 90

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.

Planning 52

Planning CFP 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?

Assets 52

Assets Planning Estate Planning CFP 52

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!

Planning 52

Planning CFP Tax Planning Financial Planning 52

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.

Education 198

Education Financial Planning Estate Planning CFP 198

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.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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.

Taxes 92

Taxes Investing Investments CFP 92

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.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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.

Marketing 52

Marketing Marketing Financial Advisor Media 52

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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!

CFP 90

CFP Financial Planning Insurance Planning 90

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 .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

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.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

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.

Retirement 83

Retirement Financial Planning CFP Planning 83

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 45

Education Investing Investments CFP 45

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.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

MainStreet Financial Planning

JULY 6, 2023

Build Your MoneyGuide Pro Financial Plan Skills Exclusive for Current Clients Hosted by: Cynthia Flannigan, CFP® Every year we review the MoneyGuide Pro software projecting the income, goals and expenses for your financial plan to check that you are on track.

Financial Planning 52

Financial Planning Planning CFP Clients 52

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.

Budgeting 82

Budgeting Financial Planning CFP Planning 82

FMG

APRIL 5, 2023

Ruffalo, CFP® , who shares his experience at a doctor’s visit where they want to bill for potential unforeseen costs. Jeff “The Buckinhammer” Levine, CPA/PFS, CFP® , shows this off well by highlighting changes with a potential bill. For example. we have Anthony R.

Media 52

Media Financial Advisor CFP Clients 52

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.

Planning 87

Planning Financial Planning CFP Medical 87

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!

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

MainStreet Financial Planning

MARCH 11, 2024

Continuing Care Retirement Communities Hosted by: Jennifer Bush , CFP® CCRCs are retirement communities (aka life plan communities) for people 60+ who want an all-in-one solution to aging in place.

Retirement 52

Retirement Financial Planning Healthcare CFP 52

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.

Retirement 88

Retirement Healthcare Financial Planning CFP 88