This course provides a practical framework for evaluating real estate investments, from assessing market conditions to reviewing managers and comparing individual offerings. Participants will learn how to evaluate sector pricing, supply and demand trends, projected returns, and the assumptions that influence future property values. The course also covers manager due diligence, including track record analysis, operating capabilities, governance, financing, and alignment of interests. Participants will then apply these concepts to compare investment offerings by looking at return calculations, fees, liquidity, debt, concentration, and downside scenarios. Through case studies and Excel exercises, the course demonstrates how to challenge sponsor assumptions, identify key risks, and develop a documented investment decision with clear conditions for revisiting it.
This comprehensive course is designed to educate investment adviser representatives on emerging investment products and associated risk management strategies in the modern financial landscape. The curriculum covers key areas including digital assets, ESG investments, structured products, and alternative investments, while providing detailed instruction on risk management fundamentals, regulatory compliance requirements, and best practices for implementation. Through the course, participants learn about sophisticated risk assessment techniques, portfolio management strategies, and the integration of new investment products within traditional portfolio frameworks. The material emphasizes fiduciary responsibilities, regulatory compliance, and effective client communication, particularly regarding complex products and their associated risks.
Estate planning is a core pillar of financial planning, and clients have made it clear they want more guidance from their advisors in this area. But with today's historically high estate tax exemption leaving fewer families with federal estate tax concerns, where can advisors add value? In this webinar, David Haughton explores how estate planning has evolved in 2026 due to changes in tax law, technology, digital assets, and client expectations. He discusses how advisors can play a more meaningful role in client estate planning by helping identify planning gaps, coordinating with estate planning attorneys, reviewing beneficiary designations and trust structures, and engaging the next generation of heirs. Haughton also highlights digital asset planning, emerging estate planning technologies, and the importance of understanding the boundaries between estate planning education and the unauthorized practice of law.
Jeff Levine, CPA/PFS, CFP' and Lead Financial Planning Nerd at Kitces.com , will be walking advisors through the range of.year-end tax-related opportunities and pitfalls for advisors and their clients, as well as key planning topics for advisors to consider as we move into 2026! While some tax planning considerations apply each year, from taking the correct RMD to ensuring proper tax withholdings, recent developments including those created by the One Big Beautiful Bill Act (OBBBA), have created unique decision points for 2026 and beyond....
This course is intended for any financial advisors who already work with, or have plans to attract more business from, the youngest of the US working population - Millennials. They are a new breed of investors that require new methods of investing their money, different than the strategies used with their parents. Learning to understand millennials helps to understand their financial goals. This course prepares financial advisors to recognize and work with millennial clients the way they want to be worked with. It also discusses regulations surrounding social media and other off-channel communication platforms that millennials tend to navigate towards. Finally, the course walks through two important components that tend to come up frequently among millennial investors: cryptocurrency and ESG investing.
Introduction to the Six Steps of MedicareStep 3: Select specific plansAfter identifying the best Medicare path, the next step is to choose your plans. In its early days, Medicare was a 'one-size-fits-all' type of coverage. But no more. There are many (and for some, too many) coverage options available.Step 4: Enroll in MedicareYou might think there is only one way to enroll in Medicare. But, once again, that would be simple. How you enroll in Medicare depends on your timing and situation.Step 5: Enroll in PlansThen after enrolling in Part A and Part B, it's time to sign up for the specific plans. There is more than one way to do this.
Whether financial advisors are new to stock comp or want to sharpen their knowledge, this webinar will provide practical info and insights to maximize their success. All the essential topics below will be presented in 100 lively minutes by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on these topics with over 25 years of experience in stock comp education, communications, and training.
Topics covered:
● Stock options: 8 core features
● Exercise methods
● 4 key features of nonqualified stock options (NQSOs)
● NQSO taxation: 5 core rules
● 3 special features of incentive stock options (ISOs)
● ISO taxes: 7 key points
● ISOs compared to NQSOs and what’s better for your clients
● Restricted stock & RSUs: 7 key features
● 10 tax rules for restricted stock/RSUs
● How restricted stock & RSUs differ
● Stock options compared to restricted stock/RSUs: what’s better for your clients
● Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
● 6 features of ESPPs
● 10 ESPP terms to know
● Types of ESPPs and their special benefits
● 5 tax rules for ESPPs
● Difference between private and public company stock grants, including taxes
● Checklist of questions to ask clients with stock comp and info to gather
This course will mainly focus on common stock; however, the other forms of equity securities willalso be described. This includes preferred stock rights and warrants. The different methods by which a company can raise capital will be described. Additionally, the rights and privileges ofowning equity securities will be covered.The different classifications of stock will be examined based on size or market capitalization, investment type (e.g., growth, defensive, cyclical), and investment style (e.g., value versus growth).Since equities are such an important part of an investor's portfolio, the different indexes that serveperformance benchmarks will be described. The reader will also be provided with a descriptionof how to formulate investment recommendations.
Learn the most important concepts relating to equity-indexed annuities (EIAs). This course describes EIA designs, features, and performance in detail. It also shows examples of the way various EIA design structures perform under different market conditions and why indexing is a solid investment strategy for the traditional annuity buyer.