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Client Life Events
Financial considerations for families with special needs
According to a 2016 Return on Disability Group report, over 56 million people in the United States identified themselves as having a disability. This demographic, along with their caretakers, requires specialized financial planning, but are often left underserved by their advisors.
Client Experience
Becoming a local thought leader with educational workshops
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.
Retirement
To claim or not to claim? The Social Security question
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.
Retirement
Health savings accounts: A strategic retirement tool?
With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Portfolio Construction Insights
ESG Case Studies
Find out how Hermes’ in-house stewardship team, Hermes Equity Ownership Service (EOS), seeks to benefit shareholders around the world through engagement.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.