On Demand
This seminar takes a closer look at recent fiduciary court cases and outlines several key lessons for Plan Sponsors and Service Providers. The content includes an overview of recent class-action lawsuits, what we learned from each lawsuit and an action plan for plan sponsors. 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

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.

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.

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.

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.

On Demand

Eligible for one hour of CIMA CE Credit.

Join Dr. John Evans, author of books on client retention and client acquisition including "The Book of WOW" and "A Genuine Persuasion System," as he shares strategies to help you WOW your clients this holiday season and systematically drive deep client loyalty.

On Demand

Eligible for one hour of CE credit for the following designations:

CFP, CIMA, CPWA, CRPC, CRPS, CRC, C(K)P, ARPC/ARPS

Stay informed of key events and trends that could impact your most valued clients in the year ahead. Join us for 2020 Essentials of Wealth Planning in an Uncertain World, a webinar featuring a comprehensive update covering:

  • Wealth and health care planning
  • Regulatory compliance
  • Forward-thinking investment research
  • Life event transitions
  • Tax planning, including 2020 tax rate schedules and other importantplanning limits

Start the new year with the knowledge you need to help your clients tackle their most critical financial planning challenges.