Part of ANA’s Financial Bootcamp Webinar Series
Date: October 23, 2017 from 2 – 3 pm ET
Make sure you register early to take advantage of this amazing member benefit!
As a nurse, you work hard to take care of your patients every day. Now, it’s time to take care of yourself and your financial future.
Attend this FREE, live, and interactive webinar to learn how.
The American Nurses Association is proud to have Edelman Financial Services as part of the ANA Personal Benefits Program. EFS offers each ANA member a free individualized financial plan (an $800 value) and access to excellent education and resources — all with absolutely no cost and no obligation.
During this webinar, leading financial expert Ric Edelman will lead a lively discussion on how you may want to think about retirement planning in a whole new way, and will touch on several topics that are key components of a successful plan, such as:
- Retirement Accounts and IRAs
Managing your investments and generating the income you need during retirement
- Social Security
Maximizing benefits for yourself, your spouse and your children
- Estate Planning
Designating your beneficiaries properly to ensure that your assets are protected and distributed as you want, with no surprises
Who should attend: Everyone – we all need to plan for a financially sound retirement
Important information: Individual registration required. Register no later than October 22 to receive 24/7 access to this webinar – so even if you can’t attend the live webinar, you can still benefit from this information. This program is informational only; no contact hours will be awarded.
Ric Edelman, founder and executive chairman of Edelman Financial Services, is widely regarded as one of the top advisors in the field. He was ranked the nation’s #1 Independent Financial Advisor three times by Barron’s,1 named among the country’s Top 10 Wealth Advisors by Forbes magazine2 in 2016, and is the 2017 recipient of the IARFC’s Loren Dunton Memorial Award,3 which is awarded to a person who has made a substantial contribution to the financial services profession and/or the financial interests of the public. He was also named one of the “10 most influential figures” in the advisory field by RIABiz in 2013.4
Ric is an award-winning radio and television personality5 and a #1 New York Times bestselling author. His ninth book, The Truth About Your Future, was published in March and is an instant New York Times Best Seller.6 Ric is an inductee of the Financial Advisor Hall of Fame7 sponsored by Research magazine, a Distinguished Lecturer at Rowan University, a resident expert for Dr. Oz and a member of the editorial board of the Journal of Personal Finance.
With 157 financial planners and 43 offices coast-to-coast, Edelman Financial Services manages more than $18.5 billion for more than 33,000 individuals and families.8 Visit Ric online at RicEdelman.com.
Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
1 According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
2 Forbes rankings are the opinion of SHOOK Research and are based on advisor interviews, client retention, industry experience, compliance record, assets under management and revenue generated for the firm. Investment performance is not considered. Advisors do not pay to be in the ranking.
3 Presented by the International Association of Registered Financial Consultants (IARFC). Candidates must hold a professional designation and must have disseminated their comments on financial topics by having them widely published in articles, journals, books, etc. They must have provided outstanding personal service or leadership in the financial services industry. Nominees must have participated in some aspect of financial education to the public or to other members of the profession. Investor experience/returns were not considered.
4 The RIABiz listing of the 10 most influential figures in the Registered Investment Advisor industry is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be influential in the RIA business. Investor experience/returns were not considered as part of this ranking.
5 Throughout the firm’s 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.
6 The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.
7 Research magazine cover story “Advisor Hall of Fame,” December 2004 (based on serving a minimum of 15 years in the industry, having acquired substantial assets under management, demonstrating superior client service and having earned recognition from peers and the broader community for how they reflect on their profession). Investor experience/returns were not considered as part of this ranking.
8 As of March 31, 2017