Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Webinars: Social Security Software for Advisors Featured
Help your clients make the right decision when it comes to Social Security – saving them tens of thousands, maybe hundreds of thousands of dollars in future lifetime benefits. Attend this free webinar to learn more about the RSSA Roadmap® software, every Thursday at 1pm EST.
Sponsored By: Advisor Registry
Events: 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.
Sponsored By: Financial Executives International
Webinars: IRA Roth Conversion Tax Advantage Strategies
Tuesday, 10/18 @ 1PM ET. For clients that are considering doing a Roth Conversion, learn how to help your clients take advantage of strategies that they can benefit from. Attend this IRA Roth Conversion Tax Advantage Strategies Webinar to learn to help your clients.
Sponsored By: Skyway Capital Markets
Education & CE: Social Security Training for CFP® Professionals
Earn 8.5 credits while learning how to help your clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. You'll gain Social Security expertise and learn how to use RSSA® Roadmap Social Security maximization software.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
Real Estate: 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 that invest and sell real estate? Get paid helping clients defer taxes on the sale of their real estate. Get paid for helping clients purchase managed income producing real estate.
Sponsored By: CPAdirectory
Whitepaper: 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 claiming decision process. Take a deep dive into the nuances of Social Security in this White Paper.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
Education & CE: Earn the RSSA® Credential
Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. Expert Social Security advisory is an outstanding way to acquire new clients and AUM.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
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