Aired on 12/07/14 - TOPICS COVERED: 1) Ron talks with Andrew Martin, President @...
00:20
Aired on 12/07/14 - TOPICS COVERED: 1) Ron talks with Andrew Martin, President @...
00:20
Aired on 11/16/14 - TOPICS COVERED: 1) Host, Ron DeLegge interviews Brian Jacobs, President at...
00:20
Portfolio Report Card 101 + Warren Buffett's Favorite Asset (besides stocks)
Aired on 9/07/14 - TOPICS COVERED: 1) Host, Ron DeLegge explains how the Portfolio Report Card...
00:20
A discussion comparing the ATLS, ASSET, and ATOM courses and the future role of simulation in...
28:13
Five Challenges You'll Need to Overcome to Achieve Your Retirement Goals
Five Challenges You'll Need to Overcome to Achieve Your Retirement Goals
05:52
Serving the Underserved: Delivering Financial Planning to the Underserved Population
A presentation focusing on financial planning for underserved populations. This presentation was...
01:00:28
Planning Strategies for Same-Sex Couples
A presentation focusing on financial planning strategies involving same-sex couples. This...
01:21:48
Practical Application of Behavioral Economic Concepts to the Financial Planning Process
A presentation focusing on utilizing behavioral economics during the financial planning process....
01:08:47
Helping Your Clients Gain Control of Their Retirement Assets
A presentation focusing on financial planning strategies involving same-sex couples. This...
01:00:47
Financial Planning Across Generations
A presentation focusing on financial planning expectations and strategies for different...
01:06:12
How Health Care Reform Affects You and Your Clients
A presentation focusing on health care reform and financial planning. This presentation was...
01:15:23
A presentation focusing on finding sources of hidden wealth for your clients. This presentation...
01:05:01
Endogenous Risk & Dangers to Market Stability
Examining inter-market risk in addition to external forms of risk. This presentation was recorded...
01:11:55
A fascinating look at where financial planning is headed and how to maximize opportunities coming...
01:18:37
The Trust Deficit: Managing Reputation Risk
Managing your online risk in the age of tweets, wikileaks, and cyber threats. This presentation...
01:11:49
Health Care Reform & How it Relates to Clients
A bird’s eye view of health care reform and what it means for you and your clients. This...
01:21:29
A detailed look at behavioral finance and the psychology of money relative to your clients. This...
40:35
Learn how you can help your clients balance their planning with their extended family. This...
49:25
Understanding Tactical Asset Allocation
An overview of tactical asset allocation and alternative methods for portfolio construction. This...
50:59
Preparing Your Clients for Estate Planning
Preparing Your Clients for Estate Planning as part of the Financial Planning Perspectives Series...
56:54