HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

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Tue, 03 Jan 2012 17:12:58 GMT





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Required Video: 01 - Living a Life of Significance
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/LA/QeQQ8MVzcv1ovjiVEy4-8uRQvNYgG1f0Uw8JJOdVc/110808_wc_metlife_barton_jordan_seg1_book-732x412-limelight.mp4
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Joe Jordan, author of the “Living a Life of Significance” discusses the human side of life insurance.

Thu, 08 Sep 2011 17:57:45 GMT
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author, book, cap, chief executive officer, clinical, disconnected, family influence, human side, joe jordan, know where you came from, larry barton, laurence barton, legacy, life insurance., living a life of significance, metlife, nourish soul, o. alfred granum chair in management, phd, president, professor of management, senior vice president of behavioral strategies, the american college, the wealth channel
Joe Jordan, author of the “Living a Life of Significance” discusses the human side of life insurance.


Required Video: 02 - Fiduciary Responsibility in Retirement Planning
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/zW/SURZtbkGp0J1l6WQL_iSGh-mYdPSDZeSWRAQN-1oM/110311_wc_0195-732x412-limelight--m-.mp4
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Professor Craig Lemoine speaks with Jeffrey DeLone, a Financial Advisor with the DeLone Financial Group, about fiduciary responsibility when planning for a client’s retirement, and recent problems stemming from financial advisors not fulfilling their fiduciary role.

Fri, 04 Mar 2011 21:22:15 GMT
b86b6e0b7dc3472baed31f1147a27780
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assistant professor of financial planning, broker dealers and fiduciary, cfp, cost effective plans, craig lemoine, delone financial group, fiduciary responsibility, financial engineering, jarrett davis distinguished professor of finance, jeff delone, jeffrey delone, retirement planning, the american college, the wealth channel, who holds the fiduciary responsibility in retirement plans
Professor Craig Lemoine speaks with Jeffrey DeLone, a Financial Advisor with the DeLone Financial Group, about fiduciary responsibility when planning for a client’s retirement, and recent problems stemming from financial advisors not fulfilling their fiduciary role.


Required Video: 03 - Compensation Conflicts – Plan Monitoring
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/0J/4riTzLishfHntgxsaIs5FcWKb7Kxx21H3q22Mb9KE/wt_11168-732x412-limelight.mp4
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Professors Craig Lemoine and Julie Ragatz discuss the different conflicts when it comes to compensation as an advisor monitors the plan created for their client.

Fri, 07 Jan 2011 19:41:45 GMT
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abandon plan, assistant professor of ethics, associate director, author, cap, casl, center for ethics in financial services, cfp, chfc, clu, compensation models, conflicts of interest, craig lemoine, establishing trustworthiness, ethical conflicts in compensation models, extremes of bad behavior, final stage of financial planning process, jarrett davis distinguished professor of finance, kevin lynch, liz lavin, lutcf, mary quist-newins, matters of trust, monitoring client plan, rebc, rhu, the american college, the wealth channel, wealth today julie ragatz, women and money
Professors Craig Lemoine and Julie Ragatz discuss the different conflicts when it comes to compensation as an advisor monitors the plan created for their client.


Required Video: 04 - Put Me in Coach, I'm Ready to Plan
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/0C/l-UKgZEWgJkZMAYm9ZMljMjF5jwSSgAQz2kuHyJeA/110112_wc_0154.mp4
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Fri, 07 Jan 2011 19:41:45 GMT
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2015 Comprehensive Case: 01 - Kevin and Christine Introduction
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/-r/6EbM80xp8hQKX7eUMZKpGjs9ywad96v1xePdUC6Cc/120220_hs_333_scenarios_video_1-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
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2015 Comprehensive Case: 02 - Meet the Planner: Goals and Objectives
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/jU/YP-EwYCgsg4y-mZiPAuj6r4bdpS35MmHeZzKeu-1U/120220_hs_333_scenarios_video_2-732x412-limelight.mp4
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Fri, 04 May 2012 20:36:15 GMT
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2015 Comprehensive Case: 03 - Data Gathering and Detailed Goals
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/WS/TEvTtfvUEeLBvx7CsRq_-bzLh8eoClamLyDS7H0C8/120220_hs_333_scenarios_video_3-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
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2015 Comprehensive Case: 04 - Kevin and Christine Make a Decision
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/DB/Kr3qFsM1mwPK7fGa7ecKdSCVNz79F-Nsr5es_ozY0/120220_hs_333_scenarios_video_4-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
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2015 Comprehensive Case: 05 - Kevin Followup
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/TZ/Wukt-i_vQ0TXp9C_JJFY08tCVIB1nXaQMgnXjTX4U/120220_hs_333_scenarios_video_5-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
e909aea480fa4249bc0f8bd4565dc6d4
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2015 Comprehensive Case: 06 - Christine Followup
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/mU/VseftJX1bk8X6xTLkge8xuIgDwYxbVOwu3LXW30zc/120220_hs_333_scenarios_video_6-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
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2015 Comprehensive Case: 07 - Case Study Conslusion
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/II/fQMPjE0Tw2gSZvPXhjcFQ0xnJtnuKZSsQd_edqYyM/120220_hs_333_scenarios_video_7-732x412-limelight.mp4
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Fri, 23 Mar 2012 16:18:45 GMT
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Overview: 0 - Class Introduction
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/9v/2FuKogXtLDCWkHkazs94nlrNbgdS-0_q0ZbyIomgg/hs_332_01_class_intro-732x412-limelight.mp4
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Thu, 22 Mar 2012 21:35:45 GMT
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Overview: 00 - The Final Exam
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Thu, 22 Mar 2012 21:35:45 GMT
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Overview: 01 - CFP Topic List
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/6H/-skHwaRQS7sZZHkqyiFt7a-wnXmjLXK8R3x1iQ5HQ/hs_332_03_cfp_topic_list-732x412-limelight.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 02 - Three Approaches
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/bG/GH7B7vA7Yv46_g0A_1TCtKNYjQ0wXwKLDrwfp13Aw/hs_332_04_three_approaches-732x412-limelight-1.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 03 - Financial Planning Software
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/1M/nX1Avog0zD9qpBwn0sN9tBUfxohSJsKHU9c5Ybv-c/hs_332_05_financial_planning_software-732x412-limelight-1.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 04 - Prospecting
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Al/4OiYnNgo-WQg4r3MabTPH8EBrMpvntufaW2yCxI-0/hs_332_06_prospecting-732x412-limelight.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 05 - Steps in Planning
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/LQ/oJPpp7eDluG2wVy1cEO5gVZoSlgS0F79Bw5zjtvNk/hs_332_07_steps_in_planning-732x412-limelight-1.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 06 - Life Cycle Planning
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/2C/QGbRgaT1GmI2lKFXX2AE3Ojtt88acB6mTw7wJ2M7c/hs_332_08_life_cycle_planning-732x412-limelight.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
0d8f100d07e24e588dc34e0840f2853c
00:04:38
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Overview: 07 - Planning Partners
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/oo/w54TGX8jh_W5XS0GVsijcbaqp205m_c3cOEsk66Cs/hs_332_09_planning_partners-732x412-limelight.mp4
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Tue, 03 Jan 2012 17:05:45 GMT
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Overview: 08 - Ethics
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/bA/2vjjGIrhSd1Mf03auDmvJdOHLETiD9s5eh8RLKRoI