Join Timothy Uecker, CIMA®, and Managing Director for PGIM Intermediary Distribution, as he speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for clients. He’ll cover four key areas, which he refers to as “RSVP”: Recession—our perspective on current economic activity Shocks—market resilience to unpredictable elements […]

Join Ed Slott, CPA, for The 2025 IRA revolution: guide to helping turn tax challenges into maximum client value. You’ll learn about: Impacts a new tax agenda could have on your clients' retirement strategies and ways to help them navigate potential changes Traditional IRAs' diminishing value and ways to pivot for modern estate planning Advanced […]

Join Athene’s Suitability Team for the latest suitability process updates. They’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene