We sponsor periodic educational events hosted by expert industry veterans to discuss wealth management topics such as:
- Financial Planning
- Practice Management
- Investment Management
- Portfolio Construction and Tax Location Management
Contact us to learn more about upcoming webinars, conferences, access archived recordings, or inquire about CFP® or CIMA® Continuing Education credit.
|The Lifestyle Price of Hedging Retirement Withdrawal Risks
|Wednesday, May 1, 2013
|4:15 to 5:15 PM EST|
The notion of the “safe withdrawal rate” has been widely contested by industry experts recently. Every advisor wants to ensure that his/her clients can be confident in funding the future, and there are numerous proposed solutions to hedging the constant uncertainties of return sequences and inflation. But what is the real cost of that safety?
Join Wealthcare CEO, David Loeper, as he evaluates the lifestyle impact of various planning strategies including:
- The Buckets of Money method
- The use of Insurance Products - Immediate and Variable Annuities
- The Safety First approach
Learn how to manage uncertainly in the framework of your clients’ goals and priorities and
provide confidence in funding future spending goals without unnecessary risk or lifestyle sacrifice.
|Understanding What's Under the Hood of your Monte Carlo Engine
|Wednesday, June 5, 2013
|4:15 to 5:15 PM EST|
Over a decade ago, Monte Carlo Simulation revolutionized the financial planning industry.
As the first web-based MCS technology provider, we have seen how this tool can change people’s lives,
giving them the ability to live out their dreams with confidence and comfort. But this powerful engine
is only as good as the assumptions built into it. Bad inputs or improper usage can lead to disastrous
results for your clients. In this webinar, Financeware inventor and Wealthcare CEO, David Loeper, will
discuss the nuts and bolts of Monte Carlo Simulation engines and reveal what key factors to look for to
ensure you’re able to give reliable financial advice.
The Wealthcare Practice Management Workshop Series
We are hosting periodic one day workshops in major cities around the country. Email us to find out about upcoming dates and locations and to reserve your spot.
All great businesses are built on consistent repeatable processes. Our workshops focus on how to streamline your practice, enabling you to focus on the elements of your work that have the most meaningful impact on your clients' lives and the growth of your business.
Presentation Topics Include:
- Do You Perceive a Contradiction? - A New Value Proposition
- Orchestrating the Music of Your Clients Lives – Goals-Based Planning
- What’s Going On? The Art of Building Rapport and Discovery Sessions
- Portfolio Implementation & Generating After Tax Alpha
- Sticking to your Long-Term Plan Can Be Catastrophic – Ongoing Advice and Monitoring
- Tax-Optimized Portfolio Construction & Risk Rebalancing
With our support and scalable, consistent process, Wealthcare can help you take your practice from Success to Significance.
Call us at 877.883.7526 or email JoinUs@wealthcarecapital.com to reserve your spot.
All educational events are for Investment Professionals Only