NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
How longevity is requiring you to transform the advice and services you give your clients. Join Ric Edelman, CBDA, for this special event.
A sample of what you’ll learn:
• How long your clients are likely to live – and how this “longevity bonus” creates opportunity for you to offer new client services that enhance your value
• The crucial role of crypto in portfolio management today
• How to build your practice by hating bitcoin
• Lots of Q&A
Ric Edelman is widely known as the most successful financial advisor in the country. He founded the nation’s largest financial planning firm, now managing $328 billion for 1.4 million families. Barron’s ranked him the #1 Independent Financial Advisor in the country three times and inducted him into its Hall of Fame. Ric has received three Lifetime Achievement Awards, holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle. Ric is a #1 New York Times bestselling author of 14 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. His radio show aired for 32 years with more than one million weekly listeners, and he was named one of the 100 most important radio talk show hosts by TALKERS magazine 8 years in a row. He has hosted three TV series and six specials for Public Television so far, and Rowan University’s Ric Edelman College of Communications, Humanities and Social Sciences is named in his honor.
This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.”
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
