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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

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  2. Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham

Elevate Your Expertise: Estate Planning Webinar Series Preview with David Graham

Jan 19, 2024

We're excited to feature David Graham, the Director of Advanced Strategies at FIG, on the podcast today. David plays a crucial role in educating advisors on advanced planning concepts that go beyond day-to-day financial planning. Today, he's here to give us insights into the upcoming estate planning webinar series hosted by FIG's Advanced Strategies division.

This series covers everything from the basics of estate planning to intricate strategies involving trusts, life insurance, and tax-efficient transfers. The aim is to provide advisors with a thorough understanding of advanced planning techniques so that they can better serve their clients.

If you're curious about how advanced strategies can elevate your financial planning expertise and want to learn more, stay tuned!

 

Here’s some of what we discuss in this episode:

  • The estate planning topics that season 2 of David’s advanced strategies webinar series will focus on
  • How this series is designed to help advisors improve their expertise and offer valuable solutions to clients of all net worths
  • The process for advisors interested in attending the estate planning seminar series

 

Learn About FIG: https://www.figmarketing.com 

800-527-1155