WheelerFrost Speaking Topics
Examines the benefits of tax-deferral & tax-free withdrawals for higher education. Also addresses who can contribute and how much.
For more information or to request a speaker, please contact us at firstname.lastname@example.org or call 619-491-0225.
How much money you will really need for a comfortable retirement and what does that mean for saving today? Which type of Retirement Plan is right for you? The benefits and differences between a 401k plan, SEP IRA, Roth IRA & Traditional IRA, and how to know which one might be a good fit for […]
This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]
SEC registered investment advisers are required to conduct annual reviews of their business operations and practices. Proof of these reviews is a key item for SEC examiners. Many compliance review firms offer services to provide RIAs with professional evaluations for meeting the “annual review” requirements. In some cases, these reviews are promoted […]
“Wealth Management” is not just a title, it’s a process. It means knowing more about your clients and taking on new responsibilities. It means finding an efficient way to work with other advisors, manage the process and provide feedback. Without the right technology, this is a daunting task. Technology frees advisors to have more face […]
Efficiency is now virtual. Cloud based computing provides process options not dreamed of a few years ago. This presentation for professionals is on the use of web services to provide comprehensive services and improve client/advisor data integration (to create the virtual office). Based on Mr. Wheeler’s white paper “An Industry in Transition […]
Collaboration means the act of working together. For years wealth advisor professionals have talked about working together. In reality, few do. This presentation discusses the advantages of collaborative work for clients and advisors. It reviews the inhibitors to effective collaboration. Why do attorneys, accountants, insurance agents, financial planners and others […]
Transaction based planning misses the point. Money and the things it buys are only by-products of the meaning of our lives. This presentation educates advisors on the process of helping clients fulfill their life goals by focusing on dreams and bringing their activities and things in line with their dreams. This presentation […]