Webinars
Forum 400 is now offering more year-round education to Forum 400 members including free monthly webinars. Webinars will cover a range of topics, including a deep dive into some of the most popular sessions from the Forum 400 2019 Annual Meeting. The webinars and PowerPoint presentations will be recorded and available online shortly thereafter.
See below for a list of upcoming webinars and click the buttons to register for each webinar. Please note that these are member-only webinars and the Forum 400 headquarters will be strictly monitoring the webinar registration list.
Please contact Forum 400 with any questions.
Click to Access Past Webinar Archives & Recordings
Upcoming Live Webinars
Tax Cuts and Jobs Act Opportunities for Qualified Money: A Distribution Solution
Speaker: Mary Read, Pentegra Retirement Services
Date: Wednesday, February 20
Time: 12:00 p.m. - 1:00 p.m. CST
Take back control of qualified money. Save taxes on distribution, eliminate required minimum distributions and leverage for greater benefits.
Session takeaways:
- Learn how to reduce the taxes on clients' qualified accounts 25% or more
- Eliminate Required Minimum Distributions
- Increase benefits and reduce risk on qualified money
Why, How, What of Succession Planning
Speakers: Tim McFarland, Partners Financial; Tim Young, WealthPoint; Michael Kenneth, WealthPoint
Date: Wednesday, March 6
Time: 12:00 p.m. - 12:45 p.m. CST
This presentation will be a more expansive version of the one presented at the Forum 400 Annual Meeting. In this presentation, Tim and Michael will provide a detailed overview of why succession planning is important and the steps needed for business owners to successfully transfer or exit their business. In addition, they will illustrate WealthPoint’s proprietary financial modeling tool, which allows entrepreneurs to stress-test any decision they are faced with in their business and/or personal financial situation. A real-life case study will be presented and discussed.
Session takeaways:
- Improve customer outcomes using the "Know Your Story" process to help with complexity and manage uncertainty.
- Aligning multidisciplinary teams of advisors with collaboration.
It's One Year After Tax Reform, Now What? 3 1/2 Legacy Planning Ideas to Share with Your Clients
Speaker: Michael Amoia, JD, LLM, CLU, ChFC, Crump Life Insurance Services
Date: Wednesday, April 17
Time: 12:00 p.m. - 1:00 p.m. CST
The lifetime gift, estate and GST exemptions have more than doubled (until the end of 2025). So, what does this mean to you and your clients? And where does life insurance fit? This session will review the current rules, things to pay attention to between now and the end of 2025, planning ideas to present to your clients to maximize this short-term opportunity and how to position life insurance in the discussion of legacy planning. Many planning conversations are driven by the size of the client’s estate, so we’ll highlight ideas that may particularly resonate with different demographics. However, since “legacy planning” goes beyond just tax planning, many ideas will overlap and apply to a broad range of your clients.
Session takeaways:
- Understand how the increased exemption levels can provide clients the opportunity to build their legacy plans correctly and how missing this opportunity could devastate a family's wealth
- Answer the question on why the Legacy Planning Process goes beyond the tax conversation and requires a lot more work for a family
- Life insurance is the perfect asset in the planning process because it provides cash for the family without the conversion costs and risks of other assets
Advisor Succession Planning Panel - Part II
Panelists: Tony Ashton, CLU, RFC; John Gilliam, PhD, MBA, CFP, ChFC, CLU; Angela Kennedy Robinson, CRC; Jim Kennedy, CRC, CMFC, LUTCF; Cary Stamp, CFP, CDFA, AIF, CAP, AEP; Daniel Zeplain
Moderator: Anthony Bird
Date: Wednesday, May 8
Time: 12:00 p.m. - 1:00 p.m. CST
Join the speakers in the second part of their Advisor Succession Planning Panel discussion.
Succession planning is downright difficult in our industry. You have spent a life building relationships with those you work with and a legacy of your name. It is not easy to turn this over to another generation or an outsider, but inevitably it must be done. How do you do it—logistically and emotionally? How do you make sure your promises are fulfilled? How do you avoid what you fear most? This open forum panel was set to address these questions and more.
Session takeaways:
- Find out what selling looks like from a buyer’s perspective
- Learn how to do succession planning right when it comes to family
- Hear a true story about a succession plan that didn’t happen
Seeking Wealth Preservation Through Planning with Private Placement
Speaker: Ann Marie Liotta, CPA, Lombard International
Date: Wednesday, June 19
Time: 12:00 p.m. - 1:00 p.m. CST
The primary goal of this webinar is to educate the attendees on what private placement products are (and are not), their benefits and considerations, and the appropriateness of these strategies depending on the client's profile and goals. Private placement products have the potential to convert highly inefficient taxable assets into favorable tax-efficient investments. The objective of this webinar is to explain what these products are, how they work, demystify their make-up, and provide the advisors the tools they need to start the dialogue for this tax efficient solution. The webinar also covers three structuring solutions to take back to their clients.
Session takeaways:
- Receive an understanding of a private placement solution, as well as equip them with unique structuring ideas to take back to their clients
- Use real-life examples to display the power of compounding the tax savings, which has a potential to generate long term results that can be significantly more powerful than the taxable equivalent, and assist members in expanding their client portfolios
- Learn how to reach out to clients' advisors with recommendations that have the potential to reduce clients' tax burdens
- Understand the marriage of trusts, financing and insurance for estate, income and gift tax efficiency
- Explore the benefits of a private placement solution as a potential means to maximize income tax deferral of the growth of assets
- Understand the utilization of annuities with charitably inclined clients
Expanding What's Possible by Financing a LIRP
Speaker: Michael S. Seltzer, CLU, ChFC, Vérité Group, LLC
Date: Wednesday, July 17
Time: 12:00 p.m. - 1:00 p.m. CST
Take a deep dive into the nuances of financing a LIRP during this webinar.
Session takeaways:
- Learn how to expand the size of the case
- Create higher income for both the client and the advisor
- Further understand how to stress test this type of transaction
End Prospecting Forever: A Step by Step Guide in the Art and Science of Marketing to CPAs and Tax Attorneys
Speaker: Robert Cohen, CLU, ChFC, QPA, AIF
Date: Wednesday, September 18
Time: 12:00 p.m. - 1:00 p.m. CST
I hear agents grumble that the CPA or the attorney can be the deal killer. How many times have you heard a prospect say, “Your proposed plan sounds ‘doable,’ but I need to check with my CPA or attorney”?
Session takeaways:
- Developing an endless flow of high end prospects
- Having potential high-end clients calling you for a meeting
- Teaching the CPA or attorney to close the case for you
Understanding the Details of Developing Your Practice for Tomorrow
Speaker: Mark Hug
Date: Wednesday, October 9
Time: 12:00 p.m. - 1:00 p.m. CST
This webinar will add detail around developing your practice for tomorrow including easy implementable tips on greatly expanding your social media reach and how to turn this reach into viable sales, ways to increase your knowledge of a specific culture or group that you want to cultivate for business and how to use data analytics to increase your top line and bottom line.
Session takeaways:
- Usable techniques to enhance your social media presence
- Cultivation techniques to transform social media into sales
- Implementable actions to better understand specific cultures
- Understanding simple data analytics tools to better your top and bottom line
Learn an Easy-to-Implement Advice Delivery System That Creates Urgency, Avoids Client Procrastination and Differentiates Your Firm
Speaker: Chuck Hollander, CEO and Founder of Red Flag
Date: Wednesday, October 16
Time: 12:00 p.m. - 1:00 p.m. CST
One thing is certain. No matter how well planned your business strategy may be, or how appealing your product portfolio may appear, it’s the effectiveness of your sales conversations that determines whether or not your firm meets its revenue forecasts. In today’s selling environment, increased competition, complexity and commoditization are having an unprecedented impact on your ability to gain the attention of and motivate today’s client to take action.
Session takeaways:
- Learn how to identify and position for the time in the sales cycle where the probability of a successful engagement is at its absolute highest
- Understand how a single adjustment to your sales process can have a greater and more immediate impact on business growth than any other alternative activity
- Learn an easy-to-implement advice delivery system that creates urgency, avoids client procrastination and differentiates your firm even while the competition is touting similar offerings
The Power of First Impressions: Win More by Design
Speaker: Todd Fithian, The Legacy Companies, LLC
Date: Wednesday, November 13
Time: 12:00 p.m. - 1:00 p.m. CST
First impressions are critical in sales, and most people don't understand that it takes 12 additional touches and interactions to change a flawed first impression. Relying on past performance and years of success is no longer enough. We've been taught all our lives that practice makes perfect, right? Wrong. Sorry to break the news, but this is a false statement. Perfect practice makes perfect. In this webinar, learn fresh new ways to practice perfectly and win more client engagements.
Session takeaways:
- Amplify your client engagements and closing ratios
- Differentiate yourself from anyone your prospect works with or has worked with
- Get clients making bigger buying decisions, faster and with confidence
Case Study: Increasing AUM While Increasing Your Client Deductions
Speaker: Jonathan Barrera, WestPac Wealth Partners
Date: Wednesday, December 4
Time: 12:00 p.m. - 1:00 p.m. CST
In this case study, you will learn how the Super 401k enables you to increase assets obtained through planning while increasing tax benefits to for your client.
Session takeaways:
- Understand how the plan works with clients
- Understand how to increase AUM
- Understand the long-term benefits for clients
