Annuities in a Fee Based Practice
Wed, June 7th | 2:00 - 3:00pm EDT
Learn how to use annuities in your practice with FIDx and Jamie Hopkins of Carson Group. Gain valuable insights into how to best serve your clients with annuities. Take your practice to the next level with this unique opportunity!
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This is a Continuing Education (CE) webinar.
Stress Test Your Retirement Income Plan
Wed, August 16th | 2:00 - 3:00pm EDT
Retirement planning is crucial, and to ensure your clients have a secure retirement, it's essential to test their retirement income plans for any unforeseen difficulties. Join us as we gather a group of specialists to discuss this vital topic. Don't miss out on this opportunity to learn more!
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Rewirement: Rewiring The Way You Think About Retirement
Wed, April 12th | 2:00 - 3:00pm EDT
Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, and the team at FIDx discuss common misconceptions and assumptions that affect retirement plans. Learn how to match your clients’ retirement goals and behaviors to the right approach.
The SECURE 2.0 Act: What Financial Advisors Need to Understand
Wed, May 3rd | 2:00 - 3:00pm EDT
Join FIDx and Jamie Hopkins of Carson Group to learn about the SECURE 2.0 Act - a game-changer for retirement savings. This act helps Americans save, aids those in or near retirement, and incentivizes small biz to offer plans. Advisors will gain insights into RMDs, Roth provisions, and more.
Replay Now Available ←
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