FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

Ethics 138

Ethics Retirement Planning Education CFP 138

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . The Benefits of Client Events. Types of Events.

Clients 108

Clients Food Education Retirement Planning 108

Darrow Wealth Management

SEPTEMBER 19, 2024

Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?

Retirement Planning 90

Retirement Planning Retirement Taxes Planning 90

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Nerd's Eye View

SEPTEMBER 16, 2022

In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees. Huntington Beach, California.

Financial Planner 246

Financial Planner Retirement Retirement Planning Numbers 246

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Carson Wealth

JULY 3, 2024

In the event of an audit, it can add layers of complexity not in your favor. Set up separate plans and goals for your business and your personal finances. While the event itself can be a surprise and unknown, you should always have cash ready to meet these costs head on and keep your business operating.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

FMG

MARCH 3, 2025

Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For instance, many people feel overwhelmed by retirement planning. For example, if youre sharing insights about a financial conference, tag the event organizers or notable speakers.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Carson Wealth

DECEMBER 20, 2024

Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 , may be subject to an additional 10% IRS tax penalty. Converting from a traditional IRA to a Roth IRA is a taxable event.

Financial Planning 111

Financial Planning Planning Estate Planning Taxes 111

Truemind Capital

MAY 3, 2024

Here is what we need to do: – Put your retirement corpus as a top priority, over your children’s education/marriage or buying a fancy house/car. Remember, you will get loans for almost every big financial event but not for your retirement. Ignorance is no bliss in this case. appeared first on Investment Blog.

Retirement Planning 52

Retirement Planning Retirement Planning Education 52

Carson Wealth

JUNE 28, 2023

Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.

Retirement Planning 52

Retirement Planning Retirement Planning Distribution 52

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Zoe Financial

MARCH 21, 2025

A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

Retirement Planning 96

Retirement Planning Retirement Clients Planning 96

Integrity Financial Planning

OCTOBER 19, 2023

You can use this online tool to help you find plans. [2] 2] You can also call 1-800-MEDICARE to find out which plans are in your area. [2] 2] But before choosing a plan, make sure that it aligns with your financial situation and is the best fit for you personally. Unfortunately, exact medical costs are hard to estimate.

Medical 96

Medical Retirement Planning Retirement Planning 96

FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). Use niche-specific keywords like retirement planning for physicians.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Random Roger's Retirement Planning

APRIL 6, 2025

I think we are paid to generally have some sort of plan, see yesterday's post, that we can easily articulate to clients. And it's ok if that plan is to hold on no matter what. The current market event really will end at some point and the market will go up again.

Portfolio 59

Portfolio Clients Planning Taxes 59

Random Roger's Retirement Planning

APRIL 8, 2025

The history of huge up days during events like this isn't great. On December 24, 2008, the Dow Jones was down 1000 points and then on December 26th it was up 1000 points but of course that market event still had several months to go. It is possible it's over but I would be ready for more volatility.

Marketing 59

Marketing Marketing Clients Portfolio 59

Random Roger's Retirement Planning

OCTOBER 8, 2022

A fire department buddy (not a client) said he's had to change his retirement plan because of the current market event. That is why I write so frequently resiliency in various forms, having back up plans, being less dependent on just one, narrow outcome.

Retirement Planning 97

Retirement Planning Clients Planning Retirement 97

Random Roger's Retirement Planning

APRIL 9, 2025

However, if we are in the "sell what you can" phase of this event then maybe everything looks like AOR. I appreciate there's nothing relaxing about events like these but the point about hedging ahead of time, when you don't need it is the important thing. It's not about being right or wrong, it's about avoiding an obvious risk.

Management 59

Management Clients Taxes Accounting 59

Random Roger's Retirement Planning

FEBRUARY 5, 2025

There are obviously plenty of people who retire while still having a mortgage but it's not totally unreasonable that someone could be mortgage free by the time they retire or maybe have their payoff date and retirement date coincide. Occasionally, things at home break and fixing them can sometimes be very expensive.

Retirement 52

Retirement Retirement Planning Medical Planning 52

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. These events allow you to share what you know. After the event, reconnect with your contacts. Join talks and be part of discussions.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. This streamlined process eliminates the need for manual contributions, making saving for retirement efficient and hassle-free.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

Integrity Financial Planning

MARCH 30, 2023

They skip important moments and move too quickly through major events. This will help your reader see what you see when you picture the events in your story. The post How to Start Creative Writing in Retirement appeared first on Integrity Financial Planning, Inc. Beginning writers tend to summarize everything.

Retirement 96

Retirement Financial Planning Retirement Planning Transportation 96

Random Roger's Retirement Planning

MARCH 10, 2025

This event continues to be tough for managed futures, DBMF and KMLM as examples, which is why they are better thought of as second responders, more likely to protect against a longer slower decline.

Taxes 59

Taxes Portfolio Management Investing 59

Random Roger's Retirement Planning

JANUARY 10, 2024

Every now and then we talk about expat living as part of a retirement plan, usually the context is an underfunded retirement plan. If someone living in Ecuador felt that current events made coming back to the US a prudent thing to do, it'd be nice if they had the financial option to do so.

Retirement Planning 98

Retirement Planning Portfolio Retirement Planning 98

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . IRA Accounts.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Random Roger's Retirement Planning

APRIL 12, 2025

Morningstar wrote an article asking Did Liquid Alternatives Pass The Stress Test , with the context being the current, tariff induced event. They don't list it but other than one day, it has really worked well through this event. Should gold be considered an alt?

Portfolio 52

Portfolio Management Clients Taxes 52

Random Roger's Retirement Planning

APRIL 11, 2025

I expanded on it a little bit and noted it's not particularly relaxing but I would reiterate that this is a great time to lean forward and learn about some things in real time versus looking at a backtest from a benchmark event like the 2020 Pandemic Crash or 2022.

Portfolio 59

Portfolio Taxes Assets Investing 59

Integrity Financial Planning

MARCH 24, 2023

From interactive exhibits and hands-on activities to guided tours and special events, museums offer a wealth of opportunities to enjoy quality time with loved ones while learning and growing together. The post Wonder and Wander Through Enriching Museums appeared first on Integrity Financial Planning, Inc.

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98