Month / Theme / Possible topics to be covered
January / Technology / How technology affects the planner-client relationship;
Mobile and robo planning; software and systems integration
February / Estate Planning / Up-to-date estate tax planning issues and strategies
March / Behavioral Finance / Behavioral finance concepts and implications on the financial planning process
April / College Funding / Income-based repayment and loan forgiveness options/strategies; refinancing student loans, etc.
May / Health Care/Long-Term Care / Planning implications and strategies of the Affordable Care Act/ latest LTCI products and strategies
June / Trends in Investing / Insight on latest strategies (tactical asset allocation, investing for specific interest rate environments, etc.) and products (ETFs, REITs, alternative investments, international investing, etc.)
July / Marketing / Comprehensive marketing strategies; latest in social media strategies and techniques
August / Risk Management / Life insurance products and strategies, risk-management techniques/research
September / NexGen (of planners and clients) / Exploring issues and opportunities for the next generation of planning professionals. as well as opportunities for serving the next generation of clients
October / Retirement Income Planning / The latest on retirement income planning research, safe withdrawal rates, and distribution rules and strategies
November / Client Trust and Communication / Effective client communication skills; creating client-centered relationships
December / Succession Planning / Mergers and acquisitions, creating career paths, supporting the next generation of planners
* Calendar is subject to change without notice.