ADVISOR WEBINAR
HOW TO USE REVERSE MORTGAGES TO SECURE YOUR RETIREMENT
Meet Wade Pfau, Ph.D., CFP
About the Speaker:
Your presenter for this live professional development webinar is Wade Pfau, Ph.D., CFA, a Professor
of Retirement Income for the American College of Financial Services and the Director of Retirement
Research for
McLean Asset Management, as well as the author of…
We solved efficiency. Nobody told us what comes next.
Everyone in the room has already won the first game.
You brought AI into your business. You got faster. Leaner. More efficient.
So why does it feel like you’re working more, not less?
This workshop starts with a contradiction most leaders haven’t been able to name:
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Pastori | Krans is pleased to share that Attorney Terri Pastori has been selected as a panelist for the NH Bar Association’s program, Navigating Sexual Harassment Law: Key Updates & Compliance Tips. Terri brings decades of experience in employment law and workplace investigations, offering valuable insight into compliance challenges facing employers today. Those interested in strengthening their understanding of this…
Introduction
CMS program-integrity contractors increasingly rely on data analytics and statistical sampling to identify suspected improper payments. When an audit uses extrapolation, a small set of claim denials can be projected to a much larger ‘universe’ of claims, producing a repayment demand that is disproportionate to the sampled dollars. Effective audit defense therefore depends on (1) operational readiness to respond…
A Deep Dive Into Good Chaos, Bad Chaos, and How to Actively Manage Both
Author: Waqar B. Hashim is a veteran product development leader with over 30 years of experience bringing complex hardware-software integrated products to market, generating more than $5 billion in sales worldwide.
Every startup begins with a spark of creativity, a founder sees a problem, imagines a solution,…
Even the most skilled attorneys can unintentionally lose clients, not because of their legal expertise, but because of how they manage communication, expectations, and follow-through. In this 30-minute session, Maggie Ishak and Anthonia Berry unpack the simple, science-backed habits that make or break client loyalty. Using real examples and pillars of the Trust Edge framework, they show how small, consistent…
In honor of Estate Planning Awareness Week, we’re hosting a special webinar to help high-net-worth families reduce estate taxes, preserve wealth, and safeguard their legacies because the IRS shouldn’t inherit more than your family. Discover how to protect your wealth and secure your legacy in this exclusive event.
The landscape for social impact companies has never been more challenging—or more important.
Dina Wolfman Baker, Area Managing Partner at Chief Outsiders and lead creator of ‘The Changemaker’s Toolbox’, appears on Dream & Soar! with Chuck Dushman, for a candid, practical conversation on navigating today’s unprecedented headwinds. She shares stories and insights from the front lines, including:
– What’s really…
Even as the US goes back to the office, new “norms” such as the wearing of masks, avoiding handshaking, and the expansion of “personal distance” will become commonplace. With those norms, it will also be much more common that businesspeople work from home. With a significant increase in work from home arrangements, businesses will suffer a far more increased risk…
Join us for a ProVisors Panel discussion that leads a practical, actionable discussion on how ProVisors members can jump start their marketing and business development efforts and position themselves for even greater success in the months ahead. Attendees will come away with:
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