Webinars now available without APViewpoint membership: REGISTER BELOW

Upcoming Webinars:

Now is a great time to transform your business for growth and enjoyment. This webinar will help you utilize Jen Goldman’s process-driven solutions to reclaim time and clarity to develop a powerful team and thriving business. Additionally, you will learn:

  • The benefits of transforming your business
  • How to quickly identify and solve burnout and capacity gaps
  • Design a better processes and tech stack to service your clients and reduce workload
  • Improve your operating methods and eliminate time wasters

Jen will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. Register Now.

Jennifer Goldman

Jennifer Goldman

Jennifer is a CFP with 25 years experience transforming advisory businesses through best use of processes, people, and tech. Jennifer's career path included Quality Control specialist at M&T Bank, first woman rookie advisor at Boston's Smith Barney, Senior Planner at the largest multi family fee-only advisory firm in the 90s, Advisor to angel and venture investors, and COO at several advisory firms. She has spent the past 11 years as a transformation consultant for advisory firms and broker dealers, is published, presents at conferences, and holds half-day retreats for executives. In her spare time, Jen travels to family in Buffalo NY, manages a home of 2 kids and one very understanding man in Massachusetts, is Vice Chair of her town's Finance Committee, and founder of her town's Personal Finance Program for middle school kids.

On-demand Webinars:

As we enter 2018, the macro environment remains supportive for fixed income markets. However, with full valuations and diminished monetary policy support, the margin for error is razor thin as fixed income investors identify potential risks.

Voya Investment Management's CIO of Fixed Income, Matt Toms, CFA breaks down the major themes of 2018 and discusses the key market trends that are likely to lead to a return of volatility.

Matt will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. Watch Now.

Matt Toms

Matt Toms

Matt Toms is chief investment officer of fixed income at Voya Investment Management. He serves as lead portfolio manager on many of Voya’s multi-sector fixed income strategies. Before becoming CIO, Matt was head of public fixed income at Voya Investment Management, overseeing the investment teams responsible for investment grade corporate, high yield corporate, structured products, mortgage-backed securities, emerging market debt. Prior to joining the firm, Matt worked with Calamos Investments, Northern Trust, and Lincoln National across corporate markets as well as multi-sector portfolio management. Matt received a BBA from the University of Michigan and holds the Chartered Financial Analyst® designation.

Many advisors invest large amounts of time developing financial plans for clients – yet research shows that most clients see limited value in their plans and 80% of recommendations in financial plans aren’t acted on.

In this webinar, 30-year industry veteran Dan Richards will outline the flaws in financial planning as practiced today and the changes needed to fix those flaws. Among the things Dan will talk about:

  • Eliminating the words “financial plan” from your vocabulary
  • Incorporating updates into the center of annual reviews
  • How planning as currently practiced breaks a fundamental law of motivation
  • Why you should incorporate non-financial issues into the planning process
  • The best possible positioning you can have in your clients’ eyes

Dan Richards is author of the best seller Getting Clients Keeping Clients: The Essential Guide for Tomorrow’s Financial Advisor, recognized as the best resource for client communication by leading industry association LIMRA. Dan built and sold two businesses in the financial industry and served as CEO of a broker dealer with 3500 advisors. Today he is an award winning instructor in the MBA program at the University of Toronto. Dan will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. Watch Now.

Dan Richards

Dan Richards

Dan Richards is one of the leading authorities on today’s changing investor mindset and on what it takes to build deep relationships with existing clients and to attract new ones. In that role he’s challenged and engaged advisors at top rated talks in the United States, Europe, Asia and Australia.

A 30 year veteran of the investment industry, since 2009 Dan has written widely followed articles for Advisor Perspectives and is also author of the international best seller Getting Clients Keeping Clients, winner of LIMRA’s award as the best resource for client communication.

In the 1990s Dan built companies that were sold to a prominent research firm and to a leading publishing conglomerate. In 2002 he was recruited to serve as CEO of a broker dealer with 3500 advisors, where he led a team that stabilized the firm’s situation and in 2004 led its sale.

Dan holds an MBA from Harvard Business School and is an award winning faculty member in the MBA program at the Rotman School of Management, ranked among the top 10 global finance schools by the Financial Times.

Dan sits on the board of four charities and for the last 10 years has co – chaired a dinner that raises $100,000 annually for a children’s home in Tanzania that he encountered during a climb up Mount Kilimanjaro.

How much can clients spend sustainably in retirement? This presentation provides an overview of Wade Pfau’s new book, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, which focuses on sustainable spending from investments. He will explain the financial planning research on sustainable spending from investment portfolios in the face of a variety of retirement risks. You will also learn:

  • The origins of the 4% rule
  • How various assumptions impact the 4% rule
  • Whether 4% rule is appropriate for today’s retirees

Wade will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. Watch Now.

Wade Pfau

Wade Pfau, Ph.D., CFA

Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, PA. He also serves as a principal and director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

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Advisors no longer need to be a member of APViewpoint to attend our webinars. However, advisors are encouraged to click the JOIN NOW button above to become a member of APViewpoint and participate in the follow-up Q&A and discussion.

Many of our live webinars are continuing education certified by the CFP Board® and IMCA® towards the CFP®, CIMA®, CIMC® and CPWA® certifications. If you provide the required identification information during the webinar registration process and stay for the entire session, we will report your attendance to these organizations.

Additionally, IMCA® accepts CE credit for recorded webinars towards the CIMA®, CIMC® and CPWA® certifications. If you watch an IMCA CE-credit approved recorded webinar, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. for the IMCA® webinar ID to self-report your attendance.