Request Event
Please fill out the Event Request Form and email to [email protected]
Audience: FCs
Note: These can be used for CE credit. Information on how to facilitate the credit is listed inside each event.
Please update the RPP Event Tracker each time you schedule an event.
Download the list of events available for the Schwab Advisor Network.
Follow-up Emails
In order to be more efficient and speed up the follow-up process after an event, we have created standard follow-up emails that you can customize with your event name and your contact information. These have been approved by compliance and can be utilized without going back through compliance if you only update the variable fields. If you make additional changes you are responsible for obtaining compliance approval. With these standard emails, you are able to quickly follow up and no longer need to go through marketing to facilitate the project.
Emails Included:
Email #1: Thank you for attending. Audience: Prospect
Email #2: Thank you for attending. Audience: Schwab FC
Email #3: Thank you for attending. Audience: Fidelity FC
Email #4: Sorry we missed you. Audience: Schwab FC
Email #5: Sorry we missed you. Audience. Fidelity FC
NOTE: It is important that you read and update the email before sending it. Right now we have “dummy” information included for the event name, signature, etc. To update, select the appropriate link above, download the file and update the copy.
A GLANCE AT THE TCJA OF 2017
Navigating the Tax Law Changes as they Relate to Your Financial Future
The Tax Cuts and Jobs Act of 2017 (TCJA) had far-reaching implications for individuals, families and businesses. In this presentation, we walk clients through how TCJA’s changes may impact their financial future.
INTRA-FAMILY LOANS
Is providing a loan to a family member a good idea or a bad one?
From a gift tax perspective, it’s important to follow the correct steps so the IRS doesn’t consider the loan a gift instead. The presentation includes an overview on the special rules for a gift loan.
SECURITIES BASICS
Securities…what they are, how they are regulated and how they are taxed at purchase and sale.
The presentation also covers the Netting Rules Matrix, the ordering rules and navigating the wash sale rules.
TAX PLANNING FOR CHARITABLE CONTRIBUTIONS
With the new tax plan, it is important to understand the implications of charitable contributions on your tax plan.
Trust basics
This presentation covers trusts, definitions of the different types of trusts, fiduciary income taxation, trustee basics, and an overview of the process when a death occurs.
Managed Volatility
An advisor will provide insight on how to create a more optimal portfolio using the Managed Volatility Strategy, which is not dependent on single stock selection, sector selection, or beta exposure, making it a true alternative to equity risk exposure.
Audience: Clients & Prospects
Unless noted inside the individual event, these decks have not been approved by our referral channels. You will need to go through the proper approval channels prior to using them.
Download the list of events available for the Schwab Advisor Network.
SOCIALLY RESPONSIBLE INVESTING
Socially Responsible Investing (SRI) is a way to align investments with values, do good with your money, make the world a better place, get in front of an investment trend, and much more. This presentation is an overview of SRI and our approach.
Succession Planning
Transitioning ownership and/or leadership of a company may be the single most important business decision, business leaders make. This event will cover topics including unexpected economic downturns, business heirs, estate planning, sentimental value of the business and buy-sell agreements.
Social Security & Medicare 101
This event covers the common questions and misconceptions of both social security and Medicare. For example, how to know when to enroll in Medicare, or if you eligible. When it comes to Social Security, Baby Boomers want to know: Will it be there for me? And if it is, how much will I receive and when should I apply?
Social Security Overview
Socially Responsible Investing (SRI) is a way to align investments with values, do good with your money, make the world a better place, get in front of an investment trend, and much more. This presentation is an overview of SRI and our approach.
Estate and Retirement Planning Panel
Regardless whether retirement is right around the corner or years away it is important to begin the planning process. Additionally, ensuring your wealth is there to provide for your family for generations to come is an important part of your holistic wealth plan. This presentation will discuss valuable considerations when going through retirement and estate planning.
DEBT AND EDUCATION PLANNING
As advisors, it’s imperative to help clients through the rollercoaster of education and debt planning, especially when their child(ren) is in their senior year. This event will cover topics related to student loans, credit cards, auto and mortgage debts, methods for debt management, guidance for college savings and more.
ECONOMIC AND CAPITAL MARKET UPDATES
One of Mariner Wealth Advisors’ senior investment professionals will provide insight into today’s economic environment and capital markets, including the impact it could have for your clients.
HOW TO BE HEALTHY IN YOUR WEALTH AND WEALTHY IN YOUR HEALTH
Tips for improving your physical and financial well-being.
Financial and physical health are inextricably linked. Do your clients and prospects understand how their health can have an impact on their wealth?
INTRODUCTION TO WEALTH PLANNING
A detailed approach to why it’s important to create a plan to help you reach your financial goals.
This presentation breaks down the components of a wealth plan into manageable, actionable steps. It helps clients begin the process of planning for their financial future and illustrates to prospects the value of working with Mariner Wealth Advisors.
PROTECT YOUR DATA TO PROTECT YOUR FUTURE
Practical tips for ensuring your personal security
This presentation discusses personal security and tips for securing your guests’ personal information.
CHARITABLE GIVING
Tips to Help You Identify Causes and Maximize Your Impact
In this two-part event, we begin by offering tips to help clients choose a charity to support while maximizing their impact. The presentation is followed by a charity fair, providing clients an opportunity to meet with representatives from different charities and learn about their organizations.
LONG-TERM CARE
Long-Term Care Decisions – Your Family’s Most Difficult Conversation
In this interactive discussion, we address various long-term care options, provide strategies for how to begin this difficult conversation with your loved ones, and highlight the most important issues to consider as you begin to plan. This event includes two versions – one for caregivers and one for care recipients.
BUSINESS OWNER SYMPOSIUM
Advisors will discuss various topics relating specifically to business owners. These topics can include retirement, investment, business, trust and estate, philanthropy and charitable, insurance, gifting to family and tax and cash flow planning. This symposium will also help business owners explore their business goals.
A GLANCE AT THE TCJA OF 2017
Navigating the Tax Law Changes as they Relate to Your Financial Future
The Tax Cuts and Jobs Act of 2017 (TCJA) had far-reaching implications for individuals, families and businesses. In this presentation, we walk clients through how TCJA’s changes may impact their financial future.
It Takes A Village
Real women. Real conversations. Real solutions.
A series of events created specifically for women that focus on personal and professional topics. By sharing solutions to common challenges, these events are a great way to strengthen relationships.
10 Topics To Optimize Your Financial Situation
Say goodbye to long PowerPoint presentations and industry jargon. This is a conversation where Brian Leitner, head of wealth management, shares advice and stories from conversations he has had with clients over his career. The information will not only be easy to understand but will enable individuals to take immediate action to optimize their financial situation. Topics include: Lack of organization, retirement tax planning (including updates from the SECURE Act), poor investments or investment discomfort, lack of or poor communication, poorly executed estate plan, risk management, inefficiency in charitable giving, aimless vs. directional retirement planning and the “I’m fine” lack of a stress test.
How You Can Take Advantage of Recent Tax Law Changes
There have been a large number of tax changes in the last few years (TCJA, SECURE Act, CARES Act, etc.) This presentation is an overview of those recent tax law changes and our approach.