Synchronize resources for financial advisors
Synchronize has educational resources to help you navigate the changing financial advice landscape. Here, you’ll find valuable insights from our newsletters, articles and webinars to help you take your business to the next level.
Webinars
All webinars have been previously recorded. To watch a webinar, follow the link provided and fill out the registration form. The recording becomes available after the form is submitted.
Understanding and navigating
risk for your business
In this informative session, you will gain valuable insights into the importance of understanding and properly navigating risk to protect your business.
Social Security savvy
Social Security Savvy is designed to educate and help financial advisors develop a comprehensive strategy for their clients that integrates Social Security benefits with other sources of retirement income.
Understanding how Kai-Zen can help your clients retire
Saving enough money to retire comfortably isn’t always easy. As a result, high-income professionals usually seek alternative methods to maximize retirement savings.
Understanding the
SECURE Act 2.0
From RMDs to student debt, the SECURE Act 2.0 will likely impact a large segment of your client base. We review the new legislation and discuss possible opportunities for you and your business.
Sunsetting The Estate Tax:
Planning ideas to consider
In this 30-minute webinar, we will delve into the current estate planning landscape and how high-net-worth clients can make the most of historically high lifetime estate tax exemptions before they expire.
Long-Term Care: Understanding
State Initiatives & Potential Tax
Is the Long-Term Care TAX Coming to Your State? Many states are struggling with a familiar problem: how to pay for long-term care costs. Several states are exploring initiatives to address and reduce long-term care spending, and this could have a direct impact on you and your clients.
Protecting the Future of
Small Businesses:
Uncovering Strategies and Solutions
in the Small Business Market
In this webinar, we focus on business-owner clients and the planning opportunities for financial advisors, including planning opportunities that exist with small businesses, the lifecycle of small businesses and planning conversations for each stage and business risks and solutions to consider.
Tax ready retirement
Do you manage your clients’ retirement assets? Do your clients plan to retire from those assets? Are you considering the impact of taxes? Traditional retirement planning focuses on tax deferral until the distribution phase. However, when retirees begin to withdraw these assets, they are often surprised at the toll of taxation. This 30-minute webinar explores common taxation surprises that can occur in retirement. We also discuss planning decisions and ideas to help manage taxes during retirement.
Long-Term Care planning:
Delivering critical advice
during a vulnerable time
If you are a financial advisor managing retirement-age clients, you will inevitably be faced with helping clients navigate a long-term care need. This 30-minute webinar features Amada Senior Care. Amada specializes in caregiving, and LTCi claims advocacy and will provide a unique perspective for advisors to consider when helping clients in this vulnerable phase of life.
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