Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Bill, Matt, and their team have become such experts in these companies’ retirement and benefit programs that even their HR professionals call Keen Wealth with questions. Seminars don’t work. ’ You name it.

Engineering 52

Engineering Communication Financial Planning Clients 52

Midstream Marketing

DECEMBER 28, 2024

How Can Hosting Workshops and Seminars with Paperback Handouts Benefit You? Hosting helpful workshops or seminars can assist many financial professionals in becoming trusted experts in their communities. You can discuss retirement planning, simple investing for beginners, or estate planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

NOVEMBER 11, 2024

Andy Panko started a taxes in retirement Facebook group. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. For example: Looking more closely at decisions about retirement, the differences between Hispanic adults and the overall U.S. Obstacles to retirement planning. For Hispanic Heritage Month (Sept. population.

Clients 98

Clients Retirement Planning Retirement Planning 98

Carson Wealth

JANUARY 22, 2025

Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community.

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

FMG

SEPTEMBER 16, 2022

Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community. One of the most popular types of events in this category is a retirement celebration, which recognizes all of your clients who have successfully retired.

Clients 108

Clients Food Education Retirement Planning 108

MazumaBusinessAccounting

JUNE 30, 2021

Retirement Contributions. Business owners have more flexibility that allows them to strategize around their retirement contributions. At the end of the year, you can determine how much you want to contribute to your retirement to help lower your taxable income. Make sure you write those expenses off!

Taxes 98

Taxes Insurance Education Retirement 98

Midstream Marketing

NOVEMBER 12, 2024

Update old prospecting methods like cold calling, seminars, and direct mail by making them feel fresh and personal. For example, you could help young families save for college, assist people close to retirement with their income, or guide business owners in planning for the future. They will want your special knowledge and experience.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. As we mentioned, they’re finding the generic content online everywhere.

Financial Planning 95

Financial Planning Clients Planning Education 95

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

Prosperity Coaching

FEBRUARY 17, 2022

Then an “um” and a reply “I work with, you know, the retired crowd.” The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare.

Financial Advisor 52

Financial Advisor Retirement Marketing Marketing 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Richer Geek

APRIL 5, 2023

He was in a position to retire at age 32. 20:00] His best-selling book in Australia (Money secrets of the Rich) [25:00] What is your excuse for not doing seminars? [29:39] He was in a position to retire at age 32. He's founded his private equity company back in 1989. And he's raised over $600 million dollars.

Retirement 52

Retirement Investments Investing Marketing 52

MazumaBusinessAccounting

JANUARY 27, 2022

Retirement Contributions. Business owners have more flexibility that allows them to strategize around their retirement contributions. At the end of the year, you can determine how much you want to contribute to your retirement to help lower your taxable income. Make sure you write those expenses off!

Taxes 52

Taxes Insurance Transportation Education 52

International College of Financial Planning

MAY 30, 2023

Retirement planning Retirement planning involves setting financial goals for one’s golden years and devising strategies to achieve them. Financially literate individuals can assess their retirement needs, explore various savings and investment vehicles, and create a comprehensive retirement plan that ensures financial security.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Fortune Financial

JANUARY 11, 2024

Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

International College of Financial Planning

APRIL 20, 2022

They advise on investments, taxes, retirement, and estate planning. You should also know about investments, taxes, retirement, estate planning, and insurance. You can develop your financial planning skills by taking courses, reading books, and attending seminars.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Indigo Marketing Agency

JUNE 16, 2021

Some top-performing webinar topic ideas for financial advisors are: # Ways to Reduce Unexpected Risk to Your Retirement Savings # Ways to Reduce Your Risk to Your Retirement Savings # Ways to Increase Your Social Security Payments # Ways to Boost Your Savings Before Retirement Choose a timely topic.

Financial Advisor 52

Financial Advisor Communication Compliance Retirement 52

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning. Get in touch to get an insight into the CFP course details.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Midstream Marketing

AUGUST 13, 2024

You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. You can use networking events, seminars, and direct mail campaigns. Hosting Informative Seminars and Workshops Hosting educational seminars and workshops is a great way to teach potential clients.

Financial Market 52

Financial Market Planning Marketing Marketing 52

FMG

OCTOBER 2, 2023

Some examples include covering topics such as: “How much should I be saving for retirement?” “How How to reach your retirement goals” “How much should I be saving for retirement?” Free Knowledge Maybe you provide free consultations for prospects or have offered free seminars in your local community.

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

Steve Sanduski

JANUARY 5, 2023

He started in the early 1990s offering retirement seminars to Pac Bell employees. She related a story about attending a town hall meeting for a large insurance company, and during the meeting, a 30-year-old woman stood up and said, “I want you to invest my money in a way that creates the world I want to retire into.”.

Clients 52

Clients Financial Advisor Investing Investments 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? SETHI: Yes. SETHI: I like any movement that gets Americans to think about increasing their savings rate. I love that. This requires a change.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Indigo Marketing Agency

APRIL 23, 2020

If you’re somebody who’s retired right now drawing down their income it can be incredibly stressful to see the economy, the stock market go down, but also be worried about the economy, and its recovery, and how long that might take. Are they in retirement drawing down their assets? Have they been laid off?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

DECEMBER 5, 2023

And I took a freshman seminar with him because I needed a course and he became a mentor and he once asked me what you just asked me, and I explained to him, get the CPA get the law degree, I’d always be employable. He was 55, he wanted to retire when he’s 60 families, take a while to get used to somebody.

Management 173

Management Investing Investments Numbers 173

Sara Grillo

JUNE 20, 2022

So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me. Can I introduce you? Or can I have it reach out? SARA GRILLO, CFA: Yeah.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Nationwide Financial

JULY 20, 2022

Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. Where knowledge is needed.

Clients 98

Clients Planning Retirement Planning Retirement 98

Harness Wealth

MARCH 25, 2025

Additionally, you can bolster your long-term financial security by maximizing contributions to retirement accounts like SEP IRAs or Solo 401(k)s, capitalizing on their tax-deferred growth potential. Simultaneously, maximizing retirement contributions ensures long-term financial security while providing immediate tax benefits.

Medical 52

Medical Taxes Tax Planning Education 52

The Big Picture

JANUARY 7, 2025

But within a year and a half I retired all our hedge fund business because I could see the capital inflows going into the private markets opportunity. When I went to Harvard for my MBA Harvard College, one of the houses there, residential ca houses there asked me to come teach a wine seminar for them, which I did.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

FEBRUARY 11, 2025

Then you can retire and you can move to a small fishing village. And I, you know, look, I cold emailed her when I was at Stanford to try to ask her to be my master’s advisor and was fortunate that she at least gave me a chance to go speak to her in person and convince her to do that. And the banker says, what do you mean? And then what?

Media 148

Media Investing Investments Assets 148

The Big Picture

FEBRUARY 4, 2025

So from a publishing an academic perspective, it’s really good, but it’s just a, a little bit different in the sense that it is not, of course having the same environment, the same seminars and for that matter, the same people of course that are in the us. He’s now retired, who was also a very important mentor for me.

Economy 258

Economy Banking Economics Taxes 258