How 2010 Federal Benefit Changes Will Impact Your Clients
Free Webinar
The audio of this webinar was recorded.
1. To download the handouts click here (16-page PDF).
2. To listen to the audio (approx. 30 minutes) click here (5.22 MB MP3 -- this will launch your computer's media player for MP3 files).
Presented by:
Chris Lennan, ProFeds
Chris Lennan is the federal market's highly acclaimed go-to trainer for financial professionals. Chris has supported hundreds of financial advisors to help them grow their business since 2001, and has analyzed thousands of federal employee retirement cases.
What you will learn:
In this webinar session, Chris Lennan will address the financial impact felt by federal employees due to prominent legislative changes that went into effect for 2010. Although knowing what the new rules are is important, most financial professionals are more interested in the true affect that these changes will have on their federal clients. This webinar will focus on just that.
Key take-aways include:
- Highlighting official guidance from the Office of Personnel Management that outlines the changes from the National Defense Authorization Act of 2010.
- Exploring real-life scenarios of employees who are affected and what financial impact they face due to the recent changes.
- Reviewing all of the new planning figures (pay raises, COLAs, rates of return, etc.) for 2010.
This will help you to:
- Recognize who is and who is not affected by the recent changes.
- Reengage with prospective clients to update them on changes and show that you are “in the know” when it comes to their benefits.
- Be able to apply the new benefit information in a meaningful way to help your existing clients adjust their course as necessary.
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