Fiduciary Risks – A Retirement Plan Checkup

  •   Live Webcast — July 25, 2019 — 1-1:45pm Retirement plan fiduciary risk is widespread - exacerbating the retirement crisis. Did you know 33% of plan sponsors do not realize they are fiduciaries? Or that 64% of all Department of Labor audited plans were fined - averaging $200,000 per plan? Our mission at Fiduciary Financial Partners is to change the world one plan at a time - and we do that through plan sponsor education and process discipline.    …

    Creating Fiduciary Financial Plans

  •   Live Webcast — August 22, 2019 — 1-1:45pm Please join us for a live, hands-on webcast on creating fiduciary financial plans for achieving personal goals we’ve set — using our well organized financial data. We’ll discuss the steps we take to help clients put their financial needs first, and share some tools we use to help.   Presenters: Nicholas Economos, CRPS®, Partner & Chief Retirement Officer Miaciah Manuel CFP®, Financial Advisor The third in a series of five webcasts to cover…

    Organizing for Fiduciary Financial Planning

  • Live Webcast — June 27, 2019 — 3:30-4:15pm Many of us have fragmented financial lives — with many accounts for many services. So it’s important to get organized to understand where we are today, before we can create a comprehensive financial plan for achieving goals we’ve set. Please join us for a live, hands-on webcast on organizing finances for fiduciary financial planning. We’ll discuss the steps we take to help clients get their finances in order, and share some tools…

    Goal Setting for Fiduciary Financial Planning

  •   Live Webcast — May 2, 2019 — 1-1:45pm In a financial world that’s often biased by conflicting interests, it’s important to use a fiduciary approach to financial planning that puts your personal goals first. Please join us for a live, hands-on webcast on goal setting for fiduciary financial planning — starting with a values exercise to help us put first things first. Attendees will take away concrete tools to kickoff their financial planning process — helping to put themselves…

    Q2 2016 Market Review

  • About this webinar A live webinar on Q2 2016 capital market performance. Brexit and the US Political Circus will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Jul 28 2016 41 mins Presented by John Eberle, Nicholas Economos

    2016 Market Preview

  • About this webinar Please join us for a live webinar on 2015 capital market performance and planning for volatility in 2016 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jan 15 2016 46 mins Presented by John Eberle, Nicholas Economos

    Q3 2015 Market Review

  • About this webinar A live webinar on Q3 2015 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Oct 22 2015 | 34 mins Presented by John Eberle, Nicholas Economos, John Hillman

    Savvy Social Security Planning for Couples

  • About this webinar What Couples Need To Know About Retirement Income and Social Security: The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime – including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system. Recorded May 28 2015 | 56 mins Presented…

    Q1 2015 Market Review

  • About this webinar A live webinar on Q1 2015 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Apr 29 2015 | 26 mins Presented by John Eberle, Nicholas Economos, John Hillman

    2015 Market Preview

  • About this webinar Please join us for a live webinar on 2014 capital market performance and planning for volatility in 2015 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jan 30 2015 | 47 mins Presented by John Eberle, Nicholas Economos

    Q3 2014 Market Review

  • About this webinar A live webinar on Q3 2014 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Oct 16 2014 | 42 mins Presented by John Eberle, Nicholas Economos, John Hillman

    2014 Halftime Market Review

  • About this webinar Provocative "financial entertainment" such as CNBC often distracts investors with its anxious and confusing 24/7 news cycle. Our quarterly market review webinars aim to help FFP clients break through market noise to gain perspective on market movements. Please join us for a live webinar on Q2 2014 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jul 17 2014…

    Q1 2014 Market Review

  • About this webinar A live webinar on Q1 2014 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Apr 23 2014 | 38 mins Presented by John Eberle, Nicholas Economos, John Hillman

    The New Way to 401(k): A Personalized Fiduciary Approach

  • About this webinar There’s a retirement crisis in America, and the statistics are grim. Most corporations moved to 401(k) plans as pensions proved to be too costly. But now these costs have been moved to employees who are burdened with more risk than ever. And employees rarely have the same level of expertise as professional pension plan managers. A little known option in many plans — the self-directed brokerage account — provides a new way to 401(k). Please join us…

    Q4 2013 Market Review

  • About this webinar A live webinar on Q4 2013 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jan 25 2014 | 38 mins Presented by John Eberle, CFA; Nicholas Economos, CRPS®

    Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans

  • About this webinar From anxiety-provoking "financial entertainment" such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own. Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in…

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