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Webinars and Podcasts
Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.
Upcoming Webinar:
February 5TH at 4:00 p.m. ET
Help Clients Avoid a Retirement Letdown
Filed with the CFP Board and CIMA for 1 credit hour of CE.*
*Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits.
Webinar Replays
Markets cheered President Trump’s election victory, but is this enthusiasm sustainable?
Affluent investors are the cornerstone of a successful practice. Discover proven strategies to attract prospects with assets of $1 million or more.
Research shows that clients—not their genes—have more control over their cognitive health and the destiny of their brains than they may realize.
Simple rules of thumb that predict a recession such as unemployment indicators (e.g., the Sahm Rule) or the inverted yield curve often don’t pan out. Nevertheless, the market continues to worry about a possible recession and the implications of the upcoming election.
Social Security can be complicated, but simple conversations can help you grow your business – even if you’re not an expert.
Fast-moving demographic trends could be the next big thing to shake up your practice. Stay ahead of the curve by adapting to meet changing client needs.
Clients tend to think of retirement as one continuous phase of fun and freedom. In reality, retirement is far more complex than many clients are prepared to handle. Rather than a single carefree phase, the MIT AgeLab has identified four distinct phases of retirement. Help your clients prepare for the ups, downs, and surprises that come with each phase.
Learn how to respond to three critical questions about Social Security benefits around timing, work and taxes.
Can you run your practice from an index card? The answer may surprise you. Learn a system that can help you reduce your to-do list to a few critical activities. By completing these activities weekly, hitting your business goals is nearly guaranteed.
Your aging clients’ needs go beyond financial advice, but you can't meet those needs all on your own. Learn why the MIT AgeLab says partnering with a team of experts can set your practice apart and help meet the rising expectations of today’s client.
In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly. Using the family money talks approach, families can hold engaging and productive conversations about wealth—without discussing assets.
The Social Security knowledge gap reveals a critical opportunity to help your clients navigate the Social Security landscape. It’s not as complicated as it might seem—if you know the answer to these five questions.
Despite a tumultuous spring, markets have held up amid warning signs from leading indicators. Join us to hear Nanette Abuhoff Jacobson from Wellington Management discuss, is a recession possible when the labor market is so strong?
Many financial professionals feel that their teams aren’t as effective as they could be—and think large, sweeping changes to their team’s processes are the answer. But oftentimes, small tweaks in a few key areas can transform a practice. Find out how small adjustments can maximize your team’s potential and increase productivity.
Research shows that we—not our genes—have a great deal more control over our cognitive health and the destiny of our brains than we may realize. Join us to learn, why your brain may not be the same age as you and Practical tips to age-proof your brain.
Human-Centric Investing Podcast Episodes
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Important: This information is provided for general informational purposes only and cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is not intended to provide tax, accounting or legal advice. Hartford Funds and its employees cannot provide tax, legal or accounting advice. As with all matters of a tax or legal nature, you and your clients should consult with a qualified tax professional or legal counsel for advice.
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