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.


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.

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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.

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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.

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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.

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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.

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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.

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Can’t find what you’re looking for?

Contact our dedicated, supportive team who know the risks financial professionals face. Whether you have questions about industry events, insurance or risk management, we can help!

Contact Synchronize