Professional Development Tag

Social Security changes may affect us all. Are you discussing these changes? At a recent seminar for professional advisors hosted by the Community Foundation, Stephanie Curry, from Pacific Life, presented an overview of Social Security which knocked the socks off our advisor partners. It was so...

Get ready for National Financial Literacy Month (April 2016). Elite Advisors have a unique opportunity to improve financial literacy and awareness and thereby increase the quality of life of clients, friends, and family. The Financial Awareness Foundation (FAF), a national organization based in Sonoma County, offers toolkits,...

At the April Professional Advisor Seminar, family philanthropy expert, Sharna Goldseker shared research pertaining to how different generations’ world view. The original study has been adapted for use by professional advisors. This guide to multigenerational clients provides valuable insight into their world views and tips to best...

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