Education and training programs for practice growth
If you would like more information about the course materials, or would like to review a presentation, please contact your consultant or the Putnam Client Engagement Center at 1-800-354-4000.
(Approved for 1 Hour of CFP, CPE, CRPC, CRPS, FPQP, CIMA, CPWA, RMA, and PACE): The presentation covers the critical data impacting capital markets. It provides an overview of the global and U.S. economies and the key drivers of growth. The presentation reviews equity and fixed income markets along with commodities and volatility, examines risks, and provides a conclusion.
(Approved for 1 Hour of CFP, CPE, CRPC, CRPS, FPQP, CIMA, CPWA, RMA, and PACE as well as Insurance in all states EXCEPT CO, MA, NJ, NV, & VA): In late 2019 Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019). With a broad range of provisions impacting retirement plans, plan participants, and individuals, this legislation represents the most significant changes to the retirement industry since the Pension Protection Act (PPA) of 2006. While the legislation introduces many benefits for retirement plans, participants, and individual savers, many heirs of retirement accounts will be required to fully distribute funds from those accounts much sooner that under previous law. This presentation explores the key provisions of the law and presents planning strategies in response to the repeal of the “Stretch IRA” option including:
- Tax-efficient strategies around distributing retirement funds
- Alternative planning with charitable trusts and life insurance
- Other considerations including disclaimers and strategic beneficiary designations
(Approved for 1 Hour of CFP, CPE, CRPC, CRPS, FPQP, CIMA, CPWA, RMA, and PACE as well as Insurance in all states EXCEPT MA, MO, NJ, TX): 10 million small businesses are projected to be transferred or closed over the next decade, and most owners do not have a formal succession plan in place. A comprehensive plan for succession can increase the value of a business now and provide financial security for the business owner and family for the future. During this workshop we will explore critical steps in the succession planning process and other related topics including:
- Different approaches for business valuation
- Key considerations around structuring a deal
- Advanced strategies for transferring wealth in closely-held businesses including defective trusts and ESOPs
(Approved for 1 Hour of CFP, CPE, CRPC, CRPS, FPQP, CIMA, CPWA, RMA, and PACE as well as Insurance in all states EXCEPT CO, MA, NJ, NV, & VA): Learn how financial professionals are finding new approaches for client acquisition and asset gathering. In this presentation, we will go over timely wealth management ideas with actionable planning strategies, as well as practice management ideas to uncover new relationships—all in today’s virtual environment.
(Approved for 1 Hour of CPE): Our trainers can help financial professionals with the biggest opportunities on LinkedIn including intergenerational wealth transfer, rollovers, targeted warm referrals, client engagement, and asset retention. We can also help you find your next best client through advanced search features.
A world-class client experience is more necessary than ever before in an industry of constant change. In this presentation, we discuss why experience matters and what a world-class experience feels like. We define the three foundational values on which top financial professionals build a world-class client experience. And lastly, we outline how to create a world-class experience. Learn actionable strategies that financial professionals and their staff use to develop a repeatable process that yields remarkable moments and long-term clients.
From recent changes due to the Tax Cuts and Jobs Act (TCJA), CARES Act, and the SECURE Act, to the risk of higher taxes in the near future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This seminar examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and finding efficient means of transferring wealth.
Partner with Putnam to learn about an active approach to social media.
- Creating and optimizing your social media presence — Learn how to establish and optimize a profile that will build your brand to attract prospects
- Developing your LinkedIn network — Best practices for developing and growing your network and how to retain assets across multiple generations
- Prospecting and generating revenue using social media
Women control roughly 51% of personal wealth in the United States, and are increasingly in charge of financial decision-making and investing. At the same time, they face specific challenges to financial planning including longevity and earnings inequality. Speak directly to your clients about these unique challenges and opportunities and ways they can work with you moving forward.