October 26, 2017 | 4:15pm ET

Fact vs. Fear: How to present a steady message amidst sensational news

Thanks to constant stream of financial news, an overwhelming amount of information about global events is available to investors.

By helping them to better interpret news headlines and correlate potential outcomes, advisors can manage clients’ concerns and keep their investments on track to meet long-term goals.

October 24, 2017 | 2:00pm ET

Managing Clients Through Business Valuation Matters

When you help a client conduct a transaction or administer an estate, the client often will need to obtain a qualified appraisal to value the assets of his/her company.

Join Todd G. Povlich, CFA, ASA, of Management Planning, Inc., as he shares a business appraiser’s perspective of the wealth planning and estate tax field.

October 17, 2017 | 4:15pm ET

The Power of Knowing: Increasing Clients’ Retirement Confidence with Annuities

With today’s declining pensions, longer lives, and low interest rates, it’s no surprise that 41% of clients say that having enough money to last a lifetime is their number one retirement planning goal.

Tim Seifert, Head of Annuity Sales, Lincoln Financial Distributors, will show how giving clients the power of knowing they have reliable income in retirement can positively affect their confidence level – and their relationships with their advisors.

Available On Demand

Consistency Matters! Mitigate Risk with a Unique Investing Approach.

“Consistency” can mean different things to different investors depending on where they are on their path to retirement. But no matter what the definition, consistency in investing is key in achieving retirement goals.

Please join us and featured guest speaker, Joe Labella, Retirement Strategist with Voya Investment Management, who will share Voya's proprietary Consistency Lens™ methodology which ranks actively managed mutual funds on six returns-based factors that have proven to drive risk and return.