Webinars

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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The Power of Books

Published by Andrew Rogers, Strategic Opportunities Associate I recently returned from a 44-day trip backpacking around Europe with my Fiancé, Maggie, after we graduated from Creighton University. After visiting 19 cities in nine countries and taking 18 trains, seven planes, two boats and o …

Planning for the Millennial Generation

Published by Mark Petersen, Vice President of Affluent Wealth Planning The Millennial generation (“Millennials”) is changing the world. In my world, that means Financial Planning will evolve and Planners will adapt to meet people’s changing needs. One must then ask, “How will financial plan …

Are Your Customers Ready to “Brexit”?

Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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