Category: Retirement Savings and Income Planning (page 2 of 2)

SECURE Act: What do you need to know?

Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles […]

Enhancing Retirement Success Rates in the United States

Enhancing Retirement Success Rates in the United States  As college students, we have barely started our careers, let alone started thinking about them ending and our retirement. But, should we start thinking about it now at such a young age? Well, I think we should educate ourselves and start thinking about it. If we spend […]

How to Leverage FinTech in Your Firm? – Jeffrey Lang, PhD candidate, MS, CFP®

Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.

What is Social Security?

Learn what Social Security is, how it works and what is predicted for the future from a college student to another college student.

Social Security Claiming – Mark Edwards, MBA, CFP®

Mark Edwards discusses social security, and the best time to apply for it. Along with explaining different scenarios and situations in depth with advice.

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