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 […]
Tag: CLU (page 3 of 4)
Are you considering a Financial Planning Career? Is JP Morgan Chase right for you? When Danny Zelaya graduated from university, he wanted to be a pastor or teach religion. He had no interest in working in business, nor did he plan to work in the field. After being a pastor for two years, he moved […]
Here is a transcript of the webinar: Cindy Grether: Good morning everyone. Today’s presentation “Year End Investment Planning” is brought to you by California Lutheran University’s financial planning program. We have one of our instructors who is presenting today, it’s Jeremy Witbeck. Jeremy is also an alum of the program. He received his MBA and […]
Hratch Karakachian led a discussion on year end planning opportunities, tips, and techniques for individuals and business owners.
Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.
Linda Clayton talks about a new software called Decipher, helping CFP’s understand clients.
Igor Zey discusses commissions in the workplace, whether it is ethical or not, and fiduciaries.
Jeffrey Lang blockchain, cryptocurrency, bitcoin and how technology is changing banking.
Michael Prior discusses technology and how to have high performance within a company.
Jeffrey Lang discusses the power of persuasion and the different ways to persuade, in particular with when working with clients.
© 2024 Next Gen Mentoring Forum
Theme by Anders Noren — Up ↑