During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and special guest, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, provide a framework to have informed, non-partisan conversations with your clients about investing amid political uncertainty. Analyzing decades of market performance data across election cycles and presidential parties, Lupescu dispels the notion that elections inherently impede markets. He shares strategies for initiating productive conversations that acknowledge emotions while focusing on evidence to reinforce long-term investing principles. Learn how to proactively ease your clients' minds and discourage politically-motivated trading that could derail their financial plans.

Resources:

• Elections Analysis White Label Presentation
• “Stock Marketing Investing in Election Year 2024” with Dr. Apollo Lupescu

Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning needs in this insightful episode. Host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, interviews Betsy Larson, whose personal experiences having four sisters with Down syndrome inspired her to become a financial consultant specializing in advanced special needs planning. Larson discusses key considerations for these clients, including estate planning, government benefits, ABLE accounts, documenting crucial information, and best practices for advisors. Tune in to gain practical knowledge from real-world examples that can help you enhance your skillset and improve your clients’ special needs planning experience.

Resources:

• Register for Betsy Larson’s Next Special Needs Planning Webinar
• Elizabeth “Betsy” Larson’s YouTube Channel

C2P Advisors Only:

• Connect with Betsy on MentorConnect

Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith Holistic Wealth Management, with additional insights from Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management. Discover the distinctions between 529 savings and prepaid tuition plans, state-specific tax benefits, and strategies to maximize tax savings while navigating financial aid and tax credit eligibility. Learn how to integrate 529 plans into holistic financial planning for your clients from real-world examples and best practices.

Resources:

529 Contribution Limits for 2024 by State