IncomeConductor

We are proud to share that IncomeConductor has been named as a Finalist in the 2024 ThinkAdvisor Luminaries category Financial Planning Firm Award – Thought Leadership and Education! We greatly appreciate the recognition for our monthly Trailblazers webinar series and look forward to hosting more innovators in the days to come! Thanks to all of our guests, host Sheryl O'Connor and our co-host Marc R. Butler who have made each session so successful and engaging. If you haven't had a chance to attend, check out the full library on our YouTube channel: https://lnkd.in/eHwxh8nV Phil Lubinski, CFP Tom O'Connor Brett Ramsey John Halterman Kathi Balasek, MA Ron Mastrogiovanni Peter Lichtenberg Tony Steuer, CLU, LA, CPFFE Lili Vasileff, CFP, MAFF, CDFA Scott Fulton David Lau Mark Duffey #retirementincome #retirementincomeplanning

The IncomeConductor Team is thrilled to be presenting at the Financial Planning Association (FPA)'s Annual Conference next week! Please join us on Wednesday, Sept 18th @11:40 AM in the Exhibit Classroom as CMO and Co-Founder, Tom O'Connor, shares how #advisors can engage clients in creating their #retirementincome plans and bring all the complexities of retirement into clear focus! Also, please visit us at the FinTech Showcase adjacent to the dining area to see IncomeConductor in action. We look forward to meeting you and learning more about you and your firm. #retirement #financialplanners #advisors

It's a new dawn, it's a new day. So many changes have occurred in society over the past 20+ years. Which begs the question, why is our industry still stuck in the 20th century when it comes to retirement and distribution planning? Some forward looking firms like Osaic are breaking away, responding to the needs of today's clients and advisors, and leading the charge towards change.

Thank you to ThinkAdvisor's John Manganaro for having me on his podcast to talk about #retirementincomeplanning! Always a pleasure to talk with another professional who is passionate about bringing the best #retirement solutions to the marketplace. Some of the many planning topics we discussed: ?? Leaving old Rules of Thumb like the 4% 'safe withdrawal' framework behind in favor of customized, written plans based on great data, not probabilities of success ?? The new model of advisory practices where advisors more closely resemble partners and educators than sales people ?? How using guaranteed products like annuities as part of the implementation strategy of a client's retirement income plan can help them feel comfortable with taking more market risk with other assets. And a big thanks to Jackson National Life Insurance Company of New York for sponsoring these excellent podcasts!

With the tightening of regulations, it's now more important than ever for #financialprofessionals to ensure their clients are financially literate. Please join us for our upcoming #Trailblazer webinar with Tony Steuer, CLU, LA, CPFFE, a true pioneer in the fields of #financialliteracy and advocacy. Some interesting stats to ponder: - Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center show that only 57% of American adults are financially literate.?? - Younger cohorts like Gen Z and Millennials fare even worse at ~40%. We invite you to register for what will be an enlightening conversation with Tony on May 7th! 11:30 ET: https://lnkd.in/eN3UvkwA 4:30 ET: https://lnkd.in/e7x_zJRQ Sheryl Hickerson Andrew Large John Faustino AIFA?, PPC? Steve Cantalupo Jennifer Bates Conklyn, AIF? Lisa Buffington, AIF? CPFA? Kevin Marsh, CETF?, CBDA Jeffery Acheson, CPWA? CFP? CPFA? AIF?, CEPA? NQPA? CAPP? Sean Barrett Cheryl Nash Bonnie Treichel Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?Bob Herrmann Aaron Klein Dr. Kevin McGarry, CIMA, CRPC Sam Mindlin Pamela Mule`Karla Paxton Janet Purdy Levaux John Manganaro

Another excellent Trailblazers session is in the books! Ron shared some great insights and we shared a few laughs. Be sure to check out the full recording to hear Ron's take on changing client demographics and how advisors can adapt their practices to better serve them with high quality data. Watch the full 30-minute session: https://lnkd.in/etgmE_gQ Sheryl O'Connor Phil Lubinski, CFP Tom O'Connor Marc Butler Ron Mastrogiovanni Corey Dylengoski #wealthmanagement #retirement #retirementplanning #financialplanning #healthcare

Most of us are focused on solving near-term problems, making small modifications along the way to adjust to market changes.?A small number of people look into the future, solving long-term problems with innovative solutions that have revolutionized our industry. Join us on Feb 27th for the fourth installment in our Trailblazers series "A Career of Trailblazing" where we'll host a moderated discussion with Ron Mastrogiovanni, former Co-Founder of FundQuest and current Chairman and CEO of HealthView Services, Inc., a firm that provides innovative retirement planning data and applications to large institutions and individual financial professionals. Register Now: 2/27, 11:30am ET:?https://lnkd.in/eaYeigHx 2/27, 4:30pm ET:?https://lnkd.in/e6pj5w_g #retirementplanning?#financialadvisors?#trailblazers Sheryl O'Connor Marc R. Butler Ron Mastrogiovanni Corey Dylengoski

At some point, clients will experience a significant loss of a loved one and during retirement there is a high probability that the loved one will be their spouse. 80% of widows leave their financial advisor within a year of their spouse’s death because they do not feel their advisor has addressed their needs. Join us on Jan 16th for the third installment in our Trailblazers series "Retaining Your Clients Through loss" where we'll host a moderated discussion with Kathi Balasek, MA of Grief Smart Professional about attracting, retaining, and serving clients going through loss and grief. Register Now: 1/16, 11:30am ET: https://lnkd.in/e8UwEqp5 1/16, 4:30pm ET: https://lnkd.in/eWW2aR5y #retirementplanning #financialadvisors #trailblazers