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Retreat 2013 On Demand Bundle

Retreat 2013 Bundle: All On Demand Courses

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  • Category: Retreat 2013

    Purchase all the On Demand courses from Retreat 2013 in one place for discount pricing!


    Buying this course will add the following courses to your Account:


    The State of Retirement in the U.S. - Robert J. Powell, III, M.S. (1.0 credit)

    Financial Planning in the Age of Uncertainty - Elizabeth Jetton, CFP (1.0 credit)

    Women as Agents of Change - Heather Ettinger

    Financial Planning at the End of Live - Carolyn McClanahan, M.D., CFP (1.0 credit)

    Prenuptials: Protecting your Clients... - Basel G. Jamra J.D. & Grace A. Jamra J.D. (1.0 credit)

    It's Not Just Their Money It's Their Life - Terri Finney, Psy.D. (1.50 credit)

    Marketing in an Era of Change - Kate Healy

    Retirement Distribution Strategies - Manish Malhotra (1.50 credit)

    Future Scenarios for the Creation, Delivery and Tracking of Financial Planning - Michael E. Kitces, MSFS, CFP, ChFC - Bill Winterberg, CFP (1.50 credit)

    How Advisers Can Help Women Maximize THeir Impact in the World - Moderated by: Evelyn M. Zohlen, MBA, MS, CFP

    Aging Successfully: A Different Way of Planning for LTC - Louise A. Schroeder, CFP

    10 Metrics Every Adviser Should Track - Paul West

    Financial Planning for Same-Sex Couples - Stephanie J. Lee, MBA, CFP (1.0 credit)

    After Retirement, Then What? - Mary Gresham, Ph.D. (1.0 credit)

    Building Succession Through Merger & Acquisition Activity - Gregory H. Friedman, M.S., CFP

    This Could Change Everything - Donald L. St. Clair, CFP, EA, & Richard B. Wagner, J.D., CFP (1.50 credit)

    Let's Put Square Pegs Into Square Holes - Richard S. Kahler, M.S., CFP, CCIM, ChFC

    Human Asset Language - Steve Zimmerman, CFP ChFC, CLU, & Susan Zimmerman, LMFT, ChFC, CLU (1.50 credit)

    The End of Growth:....Resource Constrained World - Richard E. Vodra, J.D., CFP (1.50)

    An Overview of Retirement Planning - Michael S. Finke, Ph.D, CFP (1.50 credit)

    Change from the Client's Perspective: What Do They Really Care About? - Tanseem Goodman and Alycia Sutor

    Ingraining Fiduciary Principles into Your Financial Planning Practice - Blaine F. Aikin, CFA, CFP, AIFA (1.50 credit)

    The Neuroscience of Change - Putting Conversational Intelligence to Work - Judith E. Glaser, MS

    Next Time Will Be Different: Why Economists Can't Predict Financial Panics and Crises - Brendan Moynihan

    Real Estate: The Evolution of an Asset Class - Jeffrey C. Holland (1.0 credit)

    Spinning Fire: What the Flow Arts Taught a Financial Planner About Change - Holly Gillian Kindel, CFP, CLU, CPCC (1.0 credit)

    Trust Funding After the Death of a Spouse: A Case Study in Assest Placement - Mark Prendergast, CPA, CFP and Raymond Sheffield, LLM (1.50 credit)



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    The End of Growth: Planning for a Resource-Constrained World
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    This Could Change Everything: Challenging Our Assumptions about Money, Debt, Inflation & Entitlements
    (On Demand)
    Planning During Advanced Illness: Cash Flow, Investment Planning, and Tax Planning at the End of Life
    (On Demand)
    Freight Train Interest Rate
    (On Demand)
    Boomers’ Retirement Derailment: Help Your Clients Avoid the Pitfalls
    (On Demand)
    10 Essential Elements of a Well-Crafted Investment Policy Statement
    (On Demand)
    Another Dimension of Risk: Behavioral Risk
    (On Demand)
    One BIG Problem…with Multiple Solutions: A Look at Traditional LTC Insurance, Linked Benefit Plans and Life Insurance with Chronic Illness Riders
    (On Demand)
    Average is Over
    (On Demand)
    A Real Life Story of Death and Taxes
    (On Demand)
    $3 Trillion in Neglected Wealth: New Opportunities to Proactive Management of Insurance Assets
    (On Demand)
    Understanding the New World of Health Insurance

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    Retreat 2013 On Demand Bundle
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