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Upcoming Event Snapshot

Webinars & Events

Social Security Webinar 062624

This Webinar is brought to you by
SML

Social Security: Will It Still Be There?

Wednesday, June 26, 2024

12 PM EASTERN

The majority of Americans get the bulk of their retirement income from Social Security, and the release of the Trust Fund Annual Report has become a spring ritual. The new report, issued in May, had a few minor—but no major—surprises. Just like every other year, there has been a predictable flurry of general news media coverage since the report was released. Will Social Security still be there? Is it going broke? Are we going to have to live on less money? Your clients are hearing all this. Understanding a few important concepts can help you deal with the concerns they may have. CE Credits Available.

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State of NAIFA

Q3 State of NAIFA

Thursday, June 27, 2024

12 PM EASTERN

Join us for the Q3 "State of NAIFA" 2024 webinar featuring: 

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

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This Audio Discussion is brought to you by
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Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance

Thursday, July 11, 2024

12 PM EASTERN

Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article delves into the distinctions between per capita distributions in estate planning versus life insurance, underscoring the lack of a standard definition. During this program, the authors will demonstrate how this ambiguity could impact a client’s distribution of assets.

Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session.

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Buy-Sell Planning after Connelly

Buy-Sell Planning after Connelly

Tuesday, July 16, 2024

12 PM EASTERN

The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business ownersNow more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the planning implications of this ruling for business owners with entity purchase or wait and see buy-sell agreements. We will discuss what went wrong, how the result might have been avoided, and innovative strategies to consider for cross purchase designs.

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Webinar 071724

This Webinar is brought to you by
ash

Pension Risk Transfer: Open the Door to New Client Opportunities

Wednesday, July 17, 2024

12 PM EASTERN

Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a favorable basis. They also tell us their current marketing efforts produce an inconsistent flow of new clients. This creates concern for how they will grow their practice outside of relying on market increases. Every financial professional should have a sustainable marketing strategy to gain prospective clients. Pension Risk Transfer (PRT) marketing is one way to do it.

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State of NAIFA

Q4 State of NAIFA

Thursday, October 10, 2024

12 PM EASTERN

Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

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