Events
Calendar of Events
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Join us for 10-Minute Mondays, a webinar series exclusively for financial professionals. In just 10 minutes you’ll learn how to grow your business with the foundation of a new strategy and the typical client profile. Estate Planning for Women Monday, August 03, 2026, 2:00 PM EDT Understanding Probate & the Need for Liquidity Tuesday, September […] |
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CE Webinar Event: Building Effective Client Care Strategies. The purpose of the course is to educate the financial professional on how to help clients put a long-term care plan in place. This course starts from beginning to end, so this course will appeal the advisors just starting to work in the area of long-term care, […] |
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Join Prudential's Advanced Planning team on Thursday, November 12 at 2pm ET for their November webinar! High-net-worth clients often have needs that extend beyond traditional estate planning strategies. Explore five distinct client profiles and advanced planning strategies that can help identify new opportunities and navigate complex planning conversations with confidence. Register for the webinar |
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Talking to clients about long-term care (LTC) isn't always easy. But with the right tools and approach, it can be one of the most valuable conversations you have. Join us for our first LTC Awareness Month webinar. We'll walk you through a four-step process to help you guide clients from their first LTC conversation to […] |
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The midterm elections could have significant implications for the life insurance industry and your clients’ financial planning. Join Pacific Life and Finseca’s Jennifer Fox as we explore what the election results could mean for your clients. Join us as we discuss: • Recent and potential upcoming legislation. • The post-midterm political environment. • How the […] |
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This course provides financial professionals with an overview of year-end tax and retirement planning strategies that may help clients identify and act on planning opportunities before the close of the tax year. The course examines: The current tax landscape, Opportunities presented by lower-income years and lower tax brackets, Roth contributions and conversions, Trump Accounts, tax […] |
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