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At Advicent, we develop, implement and provide ongoing support for our innovative financial software solutions with the goal of helping financial advisors and financial planners strengthen their foundation for success. Learn more about how Advicent Solutions can transform your practice by reading about our products below, calling 855.890.5900 or requesting a sales demo.
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Join Kurt Czarnowski, former Director of the Social Security Administration, as he presents important considerations regarding Social Security benefit calculations and strategies for married couples, high-earner/low-earner couples, divorced clients, and widowed clients.
Jennifer Priestley, Product Director for Naviplan, will also show how to integrate Social Security strategies in a client’s retirement plan. Plus, Jennifer will highlight the impact on survivors of early claiming strategies in the event of an untimely death.
Join Advicent Solutions and AppCrown in a webinar where we will show you how the NaviPlan® financial planning tool integrates with AppCrown Wealth Plus. Representatives from each company will give a company and product overview, demo the integration and leave some time for Q&A. Spend a little time with us, and we’ll show you how you can gain that time and even more back with this integration!
February 25, 2015
The Retail Distribution Review (RDR), a set of rules from the UK's FCA (Financial Conduct Authority) that stipulate how investment advisors are categorized and how they divulge this information to clients, is expected to be one of the biggest shake-ups to hit the financial advice industry in South Africa. RDR lessons from across Europe will be beneficial as South African regulators look to implement new legislation, as the RDR UK experience is expected to mirror the South African experience. Advicent Sales Director of EMEA Marc Knaap will give his expert opinion on this subject during a live interview on the Open Exchange show on CNBC Africa. The interview will be broadcast live at 8:20 AM SAST. With a 25-year track record in the industry, Marc…Read More