Spring Forum 2017 Videos
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Investors Often Don’t Know Their Goals:  The Challenges and Opportunities of Goals Based Investing1 CFP, CIMA and IL Insurance CE approved

Steve Wendel, Morningstar

 

Goals-based investing is a powerful tool for helping investors stay on track, especially during volatile times.  Describing one’s financial goals seems straightforward, but it’s surprisingly tricky.  In this talk, Dr. Wendel will offer lessons from behavioral science about how introspection often fails clients, and can lead them down a path they’ll later regret.  He’ll offer techniques for overcoming these obstacles, and ensuring that investors aim at the right target.

 

What you'll learn:

  • Why “thinking hard” about investment goals simply isn’t enough

  • Behavioral research into how minor details about our environment radically shape the goal planning process

  • How to more clearly assess long term goals

  • Research lessons about the types of goals and experiences tend to be rewarding in the long run


A Generation at Risk - Young Professionals in the 21st Century - 1 CFP, CIMA and IL Insurance CE approved

Lionel Lee, Chub

 

Advisers have an enormous opportunity to focus on a group that constitutes approximately one-sixth of all Americans: the 53 million born between 1981 and 1992. Of this cohort, nearly 15 million have incomes of more than $100,000 per year. Many of these individuals, however, are not adequately protecting their present and future wealth from mitigatable risks.

As the baby boomers die off, these young professionals will also become the largest cohort in the population. Thus, advisers must seek their trust, not to just increase their business now, but to have a client base in the future. This presentation explains advisers’ opportunities to provide emerging wealthy professionals with the counsel, risk management advice and insurance instruction they need to protect their present or future wealth.

The major themes of the course are:
• Demographics of this Young Professional Cohort
• The Young Professionals’ Attitude Towards Risk
• Insurance Exposures that Can Lead to Wealth At Risk
• The Cohort’s Approach to Finances and Financial Planning
• How to Gain this Cohort’s Trust and Business

Who Should Attend: Wealth Managers and Advisors, Estate Planning Professionals, CPAs, Family Office Professionals, Advisors Seeking Information

 


Technology Revolution - 1 CIMA and IL Insurance CE approved

Scott Huff, Yourefolio

 

Advisors will learn how little technology is utilized in the practice. Why it is effective to adopt technology in their practices and some of the recent enhancements that can make a significant difference. Advisors can learn how to overcome the challenges in choosing various technology and some of the hang ups in using it. Advisors will learn some of the newest technologies and up and coming trends.

 

Attendees will understand the differences from using technology to not using it. Understanding upcoming trends that will allow advisors to differentiate themselves and provide vant-garde options to serve the client base that can strengthen the relationship. How to overcome the challenges with technology and making the choices to adopt technology that will benefit their practices.

 

Advisors will learn how little technology is utilized in the practice. Why it is effective to adopt technology in their practices and some of the recent enhancements that can make a significant difference. Advisors can learn how to overcome the challenges in choosing various technology and some of the hang ups in using it. Advisors will learn some of the newest technologies and up and coming trends.

 

Attendees will understand the differences from using technology to not using it. Understanding upcoming trends that will allow advisors to differentiate themselves and provide vant-garde options to serve the client base that can strengthen the relationship. How to overcome the challenges with technology and making the choices to adopt technology that will benefit their practices.


Success by design, or default? Becoming a purposeful advisoryfirm - 1 CFP, CIMA and IL INsurance CE approved

 John Anderson, SEI

 

There are many different business models that inhabit the advisory business landscape. The fact is, as long as your model serves your goals and your clients’ needs, there are no right or wrong choices. Eventually though, advisors will have to decide to either maintain the status quo or lead their businesses to the next level – a classic dilemma fraught with tradeoffs and opportunity costs. During this presentation, we consider the evolution of an advisory business – from Start-Up to Mature – and examine some of the tradeoffs owners should evaluate as they decide what kind of firm they are now, and what sort of firm they want theirs to be.


The New Case for Low Cost Reverse Mortgages - 1 CFP, CIMA and IL Insurance CE approved

 Tim Jackson, Reverse Mortgage Funding

 

The Reverse Mortgage presentation will review the 4 common uses Financial Planners use a reverse mortgage for their clients and cover the reverse mortgage basics.

 

Learning Objectives:
1) Use of a Reverse Mortgage as a tax-free income stream
2) Use of a Reverse Mortgage as a line of credit growth
3) Use of a Reverse Mortgage to pay off a current mortgage or buying a new home


Are We Really Worse Off - 1 CFP CIMA and IL Insurance CE approved

 Hal Ratner, Morningstar

 

The prospect of slowing growth, stagnant real wages and increasing inequality informs much thinking in both financial and political circles. Indeed, using traditional measures of income and growth it is difficult to argue not only that standards of living will rise as they have in the past but that current standards can be maintained for the majority.

 

But do these measures paint an accurate picture? Probably not. The IT revolution—artificial intelligence and the internet—has initiated a substantial amount of “technology leakage” from the numbers. While there has always been a gap between economic value and the numbers, the proliferation of non-rival and completely free goods and services has widened this gap immeasurably.

 

While future growth in the traditional or terrestrial economy may indeed be slowing, growth in the cyber economy may not be. Ensuing that advisors and their clients think correctly about the future is vital to effective financial planning and asset management.

 

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