Los Angeles-Pasadena Financial Service Providers

You CANNOT MISS this NOVEMBER's VTC!!!! Educating Clients in the Management of Student Loan Debt 11/15/17 @ 10am RSVP --> [email protected]... Program Overview About 44 million borrowers have incurred an approximate total of $1.4 trillion in student loan debt. There is no doubt at least some of your clients are among that group of borrowers. Advisors who can offer knowledgeable guidance will distinguish themselves from the others and strengthen their advisor-client relationships. Attendees of this VTC will be able to do just that, learning how to: - Differentiate between various education financing options and understand the advantages and disadvantages of each - Determine the most appropriate student loan repayment plan for each client - Analyze tax savings vs. loan savings in complicated scenarios - Help clients lead the college conversation with their families, finding the most appropriate schools both academically and financially Skillfully led by moderator Elvin D. Turner, JD, MBA, our expert panelists, Allison Anne Hoyt, JD, CLU and Ross A. Riskin, CPA/PFS, CCFC will explore the universe of managing student loan debt, beginning with precollege planning and including the array of repayment options. Real-world scenarios and case studies will reveal how best to guide and educate clients with the goal of helping improve your clients’ overall financial health. This program presents an excellent opportunity for you to bring additional value via sound, personalized advice to those clients struggling with the intricacies of student loan debt management.

Webinar June 21, 2017 12:00 noon - 1:00 pm ET 10 Retirement Risks and How to Manage Them... Program Overview The world of retirement income planning continues to evolve. Not only does the industry present regulatory risks to maneuver but also a successful planner needs to address critical risk factors to ensure our clients have the retirement of their dreams. This webinar addresses the changing demographic and economic conditions that you need to address with your clients. More importantly, it provides ideas on how guaranteed income solutions can mitigate these challenging risk factors for your clients. You will leave this meeting with a better understanding of what your client might have to deal with and how to address their concerns. Attendees will learn: How changing demographics can create more challenges for today’s planners. How prevailing economic conditions can provide more planning opportunities. How guaranteed income solutions may mitigate some issues that your clients fear. Having proactive conversations about retirement income adds value to your practice. CE CREDITS: PACE, CPE, CFP FEES: Premier Member: INCLUDED Member: INCLUDED Nonmember: $59.99 EDUCATION LEVEL: Intermediate Note: If you are unable to attend the live program, it will be available for unlimited viewing by members.

YOU WON'T WANT TO MISS IT! LOS ANGELES-PASADENA CHAPTER of The Society of Financial Service Providers hosts the national VTC (Video Teleconference) - ...Continue reading

NAIFA-LA & WIFS-LA present a Disability Insurance Awareness Event on Thursday 5/4/2017 at 11:00 am at the Olympic Collection EARLY BIRD REGISTRATION: Members: by 4/25/17: $30.00 (NAIFA, WIFS, CalCPA, LAAHU, VCAHU, DI Society, SFSP) Non-members: by 4/25/17: $35.00... After 4/25/17: $5.00 more for both members and non-members For Further Information: Contact Executive Director, Janet Fishman, at [email protected] or 213-500-4946. www.naifala.org www.wifs-losangeles.org REGISTER HERE --> https://naifala.memberclicks.net/index.php

DID YOU VOTE TODAY? Good! Now RSVP!!!!! SUPPLEMENTAL RETIREMENT PLANS FOR EXECUTIVES AND ENTREPRENEURS Wednesday, Nov.16th, 2016 -- 10:00 a.m. 12:10 p.m. PT At 1 Convenient Central Location: Lenox Advisors, INC. (Downtown)...Continue reading

DON"T MISS THIS ONE!!! SUPPLEMENTAL RETIREMENT PLANS FOR EXECUTIVES AND ENTREPRENEURS Wednesday, Nov.16th, 2016 -- 10:00 a.m. 12:10 p.m. PT...Continue reading

DEADLINE EXTENDED!!! LAST CHANCE!!! FREE LUNCH Seminar: Generate Larger Life Insurance And Disability Sales Opportunity to open doors to larger life insurance and disability insurance sales. Achieve immediate success!... Create a market for the business when an owner exits. Ensure retirement income is in place. Minimize discord among owners. Prevent unwanted transfers. Fix the value of the business interest for estate tax purposes. Provide the family with liquidity to maintain their standard of living Space is very limited - RSVP required by June 10, 2016 EVENT: June 16, 2016 -- 12 pm to 1:30pm LOCATION: Innovative Solutions Insurance Services, LLC 200 North Sepulveda, Suite 900 | El Segundo, CA 90245 PHONE: (800) 551-8289 | www.isislife.com Parking will be validated. Lunch will be served. Sponsored by: Financial Services Professionals, LA/Pasadena Chapter

DON'T MISS OUT!!! FREE LUNCH Seminar: Generate Larger Life Insurance And Disability Sales Opportunity to open doors to larger life insurance and disability insurance sales. Achieve immediate success! Create a market for the business when an owner exits. ... Ensure retirement income is in place. Minimize discord among owners. Prevent unwanted transfers. Fix the value of the business interest for estate tax purposes. Provide the family with liquidity to maintain their standard of living Space is very limited - RSVP required by June 10, 2016 EVENT: June 16, 2016 -- 12 pm to 1:30pm LOCATION: Innovative Solutions Insurance Services, LLC 200 North Sepulveda, Suite 900 | El Segundo, CA 90245 PHONE: (800) 551-8289 | www.isislife.com Parking will be validated. Lunch will be served. Sponsored by: Financial Services Professionals, LA/Pasadena Chapter

CONGRATULATIONS to our Chapter President, Don Harrington! Recipient of the 2016 Will FARREL Award! NAIFA-National Society of Financial Service Professionals (Official National Page)

CONGRATS, Don Harrington!!! So proud of our Los Angeles/ Pasadena Chapter President! 2016 WILL FARREL AWARD WINNER!!!! NAIFA-National Society of Financial Service Professionals (Official National Page)