Posts Tagged ‘webinar’

Steer Clients Clear of These Common Retirement Planning Mistakes

May 12th, 2015, Comments Off on Steer Clients Clear of These Common Retirement Planning Mistakes.


Date: Thursday, May 14, 2015
Time: 3:00 PM – 4:00 PM EDT

There is much more to retirement planning than funding your IRA. In this engaging and informative webinar Kristen MacKenzie, with the College for Financial Planning, will show you how to avoid the mistakes that can make the difference between financial independence and needing to return to work. Kristen will show you how to avoid common retirement planning pitfalls including; making decisions out of fear, failing to plan for longevity, making poor investment decisions, and much more.

About the Presenter

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. Prior to joining the College Kristen worked at TIAA-CREF. You can contact Kristen at

Click here to register



How to Create Your One Page Marketing Plan

December 2nd, 2014, 2 Comments ».


Make 2015 Your Best Year Ever!

Date: Thursday, December 18, 2014
Time: 2:00 PM – 3:00 PM EST

Click here to register now!

In this hour, you will learn from Annette Bau, CFP®:

  • The 4 most critical factors to achieving your success as an advisor
  • Why your plan must include a PSP
  • The most commonly missed element in an advisors’ business plan (this element is attributed to over 90% of your success)
  • How to create a simple 1-3 page plan that provides you a step-by-step, day-to-day action plan
  • How one advisor made his annual income of $100,000 his monthly income