Future of Financial Planning: Making Innovation Work for Your Clients

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Cost: Complimentary

Date: Wednesday, August 30, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Creating a client experience that includes investment management, tax mitigation, goals-based planning and wealth protection is a goal most advisors are striving for. How can you respond to the many changes in tax policies, retirement rules and financial products to help your clients with long-term wealth issues? What new investments and planning tools can you work with to give investors more helpful information and greater financial security?

Join this complimentary webcast to discover how to deliver a highly personalized, holistic and responsive client experience. You'll learn:

  • The best ways to discuss and approach tough financial-planning issues with clients;

  • How to integrate client goals and preferences into plans that maximize the likelihood of success, while minimizing tax burdens and unnecessary risk taking;

  • What the role of customizable model portfolios can be for scaling your practice;

  • How to embrace new insights into tax-loss harvesting, direct indexing and other key financial-planning processes;

  • And more!

Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
Colin Barber | Managing Director of Strategic Partnerships | Sierra Mutual Funds & Ocean Park Asset Management

Colin Barber is the Managing Director of Strategic Partnerships for the Sierra Mutual Funds and Ocean Park Asset Management, Inc. He is responsible for managing all National and Key Accounts, seeking new opportunities for distribution, and increasing the firm's profile with current distribution partners. In addition, Colin oversees the organization's consulting services for financial professionals. He has more than 20 years of industry experience and has served in similar roles at ING and Prudential Financial.
Chet Bennetts | Assistant Professor of Financial Planning and the CFP®/ChFC® Program Director | The American College of Financial Services

Chet Bennetts is an Assistant Professor of Financial Planning and the CFP®/ChFC® Program Director at The American College of Financial Services, where he serves as the Larry R. Pike Chair for Insurance and Investments. He served in the Marine Corps for 8.5 years both active and reserve before being medically discharged after returning from Iraq in 2005.
Marcia Mantell | Owner | Mantell Retirement Consulting

Marcia Mantell has helped the country's foremost financial advisors and firms increase their knowledge of complex retirement and related concepts, laws and regulations for over three decades. An author of two retirement books, guest columnist and blogger at BoomerRetirementBriefs.com, she is quoted in the New York Times, USA Today, Think Advisor and the Wall Street Journal, as well as by podcasters around the country.
Sean Meighan | Managing Director of Advisory Services | Atria Wealth Solutions

Sean Meighan has over 16 years' experience in the financial services industry. He works closely with financial professionals to grow their assets, expand their practice expertise, and add demonstrable value to their portfolio of offerings. He also cultivates opportunities and solutions with strategic partners to enhance and complement existing managed account offerings.

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