Tag: Financial Planning (page 9 of 9)

Advance Directives: A Practical Conversation Part 1 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang talks about advance directives and why everyone should fill out this legal document.

Commission vs. Ethics (Fiduciary?) – Igor Zey

Igor Zey discusses commissions in the workplace, whether it is ethical or not, and fiduciaries.

Blockchain and Cryptocurrency – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang blockchain, cryptocurrency, bitcoin and how technology is changing banking.

How To Create a High Performance Practice – Michael Prior, PhD

Michael Prior discusses technology and how to have high performance within a company.

What is a Buy-Sell Agreement? – John Thiel, CFP®

John Thiel discusses the buy-sell agreement, the importance of it and different situations where it should happen.

Persuasion vs. Manipulation Pt. 2 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang discusses the power of persuasion and the different ways to persuade, in particular with when working with clients.

Persuasion vs. Manipulation Pt.1 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang discusses persuasion versus manipulation, and why communication is important relation to the workplace, in particular with when working with clients.

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 Pt. 2 – 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.

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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