On Demand

This program helps to bridge the communication gap between advisors, parents and the next generation. It features implementation strategies including a list of wealth transfer best practices, a sample family meeting agenda, a sample family questionnaire and additional resource. Topics include introducing wealth transfer to clients, empowering families to discuss wealth transfer, practical strategies for mid-tier millionaires, and ideas for engaging your clients’ children. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC



On Demand

This seminar is designed to help financial services professionals stay abreast of recent events that could have an impact on your most valued clients’ financial situations. In this presentation you will review valuable information regarding tax reform, state initiatives, retirement income, breakthroughs in behavioral finance and survey results of high-performing teams. We have also included a comprehensive summary of 2018 tax rate schedules and other important planning limits. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC

On Demand

Each quarter, Janus Henderson distributes the Defined Contribution in Review, a guide created specifically to help CEOs, CFOs, Treasurers, Human Resource and Benefit Professionals and Investment Committees stay informed of key developments in the retirement marketplace. This content includes a summary of plan sponsor best practices, participant concerns, and a legislative, regulatory and legal review of the happenings of the past quarter. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS

On Demand

Each quarter, Janus Henderson distributes the Defined Contribution in Review, a guide created specifically to help CEOs, CFOs, Treasurers, Human Resource and Benefit Professionals and Investment Committees stay informed of key developments in the retirement marketplace. This content includes a summary of plan sponsor best practices, participant concerns, and a legislative, regulatory and legal review of the happenings of the past quarter. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS

On Demand

Each quarter, Janus Henderson distributes the Defined Contribution in Review, a guide created specifically to help CEOs, CFOs, Treasurers, Human Resource and Benefit Professionals and Investment Committees stay informed of key developments in the retirement marketplace. This content includes a summary of plan sponsor best practices, participant concerns, and a legislative, regulatory and legal review of the happenings of the past quarter. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS.

On Demand

Join Janus Henderson Portfolio Managers Andy Acker and Denny Fish as they provide unique insights into patterns of innovation and how dynamic companies are leveraging disruption to create competitive advantages and shareholder value. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS.

On Demand

Each quarter, Janus Henderson distributes the Defined Contribution in Review, a guide created specifically to help CEOs, CFOs, Treasurers, Human Resource and Benefit Professionals and Investment Committees stay informed of key developments in the retirement marketplace. This content includes a summary of plan sponsor best practices, participant concerns, and a legislative, regulatory and legal review of the happenings of the past quarter. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS.

On Demand

This seminar is designed to help financial services professionals stay abreast of recent events that could have an impact on your most valued clients’ financial situations. In this presentation you will review valuable information regarding tax reform one year later, a legislative outlook, unconventional retirement strategies including finding income in a yield-starved environment, recent research on client-advisor dynamics and tools to help detect financial exploitation. We have also included a comprehensive summary of 2019 tax rate schedules and other important planning limits. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC

On Demand

Each quarter, Janus Henderson distributes the Defined Contribution in Review, a guide created specifically to help CEOs, CFOs, Treasurers, Human Resource and Benefit Professionals and Investment Committees stay informed of key developments in the retirement marketplace. This content includes a summary of plan sponsor best practices, participant concerns, and a legislative, regulatory and legal review of the happenings of the past quarter. Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ARPS.