Profile

This webinar, hosted by Troy Thompson and Elizabeth Buffardi, is part of a series of monthly gatherings providing informal mentorship and fellowship for new advisors building their practices. Experienced advisors will share anecdotes from their own practices and help identify ways to overcome barriers ...

Presented by: Timothy R. Jackson, Financial Planner Channel - Sales Manager Reverse Mortgage Funding Leading retirement researchers, like Wade Pfau from the American College, have concluded that today's reverse mortgage can improve a client's retirement income efficiency, retirement sustainability ...

Learn about the new partnership between ACP and TD Ameritrade Institutional (TDAI). This webinar will include an overview of the partnership benefits, an explanation of how ACP and TDAI will work together, and a demonstration of the TDAI online portal (VEO) and rebalancing platform (iRebal).

This webinar, hosted by Troy Thompson and Elizabeth Buffardi, will be part of a series of monthly gatherings providing informal mentorship and fellowship for new advisors building their practices. Experienced advisors will share anecdotes from their own practices, and help identify ways to overcome barriers ...

This webinar, hosted by Troy Thompson and Elizabeth Buffardi will be part of a series of monthly gatherings providing informal mentorship and fellowship for new advisors building their practices. Experienced advisors will share anecdotes from their own practices, and help identify ways to overcome barriers ...