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White Paper: Social Security, The Next New Trend For Financial Professionals
Free White Paper: Become the trusted advisor retirees turn to for Social Security help. Download our White Paper to learn why advisors with Social Security expertise are in an excellent position to add value to their client relationships.
Download NowSponsored by: The National Association of Registered Social Security Analysts (NARSSA)
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Trending topics & tools for the financial community
Hear From The SEC, FASB, PCAOB and Top Corporate Finance Leaders
At FEI’s Corporate Financial Reporting Insights (CFRI) Conference, held in NYC and virtually on November 7 and 8, join top regulators from the U.S. SEC, FASB, PCAOB and finance leaders from prominent companies as they discuss the latest developments in rule-making and standard setting.
Official Forecast: 2023 Social Security COLA
The US Bureau of Labor Statistics just released the CPI-W for August, which means were getting closer to determining 2023's Social Security COLA (Cost of Living Adjustment).
Are ILIT Trustees Ignoring UPIA Section 2(c)(2)?, Part 2
In part 2 of the two-part article, author and editor, Gary Flotron, explores why trustees are ignoring the duty to protect the purchasing power of trust assets as prescribed by UPIA Section 2(c)(2) when it comes to life insurance. In addition, he explores the broader question of why trustees are ignoring almost all UPIA duties......
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Social Security Software for Advisors
Help your clients make the right decision when it comes to Social Security – saving...
Hear From The SEC, FASB, PCAOB and Top Corporate Finance Leaders
At FEI’s Corporate Financial Reporting Insights (CFRI) Conference, held in NYC and virtually on November...
IRA Roth Conversion Tax Advantage Strategies
Tuesday, 10/18 @ 1PM ET. For clients that are considering doing a Roth Conversion, learn...
Social Security Training for CFP® Professionals
Earn 8.5 credits while learning how to help your clients save hundreds of thousands of...
1031 Replacement Property Available - Join the Referral Program
Earn $2,500, $5,000 or more on 1031 Exchange Real Estate Transactions. Do you have clients...
Social Security Expertise, The Next New Trend For Financial Professionals
Social Security is a complex program, and the retiring population needs support navigating the tricky...