Webinar: How to Create SEC-Compliant Testimonials for Advisors
Event Details When: On Demand Who: WealthPlan Group || Brian Thorp || Diana Cabrices Registration Required About the Event Referrals are the lifeblood of the financial advisor industry, but it was only in 2022 that testimonials were formally permitted for use by the SEC. When done well, these testimonials are potent assets to use…
Webinar: Year End Tax Planning || Key Client Conversations
Event Details When: On Demand | Access Below Who: WealthPlan Group and Ben Birken, CFP® Event Description As we enter the final months of the year, what conversations should financial advisors be initiating with their clients around tax planning? We are joined by Ben Birken, VP of Subscriber Success at Holistiplan, to discuss the key…
Peer-2-Peer Forum: New Exit-Planning Service for Business Owning Clients || August 8th @ 10am CST
Our next Peer-2-Peer Forum features David DeCelle, the newest addition to WealthPlan Group! David is among the best known thought leaders in the industry, and he is joining WealthPlan Group to deliver a an exit-planning program that advisors can offer to their HNW business-owning clients. David will be sharing the new program outline as well…
Inflation, Interest, and Investing with Erik Ogard
CIO Erik Ogard recently sat down with financial advisor Wayne Wagner Jr., of Vizionary Wealth Management to discuss investment questions like: Portfolio construction Labor unions Housing market dynamics The impact of rising interest rates Join us as we explore alternative investment strategies, analyze the performance of different asset classes, and provide valuable insights into how…