HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

en Tue, 03 Jan 2012 17:12:58 GMT no 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 1 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 da96078822a84809be0750ffbeb44857 00:06:05 no 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 2 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 00:07:50 no 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 3 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 9a87ea3b98d84812aafe233d32186d87 00:04:55 no 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 4 Fri, 07 Jan 2011 19:41:45 GMT 6a7501c88e3749c88c11ee1bf05042de 00:05:39 no 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 5 Fri, 23 Mar 2012 16:18:45 GMT 77b529025c55418d8a7fd8659e5ece5d 00:07:20 no 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 6 Fri, 04 May 2012 20:36:15 GMT d78b1243169041cb8ec4f6584fc1397d 00:12:07 no 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 7 Fri, 23 Mar 2012 16:18:45 GMT 9998cf8407624d5ca5a4f3fb273988d1 00:31:17 no 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 8 Fri, 23 Mar 2012 16:18:45 GMT 52c8c7f25b7841ec905a941438ab0232 00:08:44 no 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 9 Fri, 23 Mar 2012 16:18:45 GMT e909aea480fa4249bc0f8bd4565dc6d4 00:07:07 no 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 10 Fri, 23 Mar 2012 16:18:45 GMT 3004759d29664cfab390b045b84f52e6 00:05:06 no 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 11 Fri, 23 Mar 2012 16:18:45 GMT 9389f3721fb04ff6bc79cc15d0fdd7e2 00:01:27 no Overview: 0 - Class Introduction http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/9v/2FuKogXtLDCWkHkazs94nlrNbgdS-0_q0ZbyIomgg/hs_332_01_class_intro-732x412-limelight.mp4 12 Thu, 22 Mar 2012 21:35:45 GMT c585d8bab42a4d7389cc70d77d7703f8 00:02:10 no Overview: 00 - The Final Exam http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Ow/GjH843ZFxd1RvoDJ9h5znn6NVj7jI8XZI7M-lIYRg/hs_332_02_the_final_exam-732x412-limelight.mp4 13 Thu, 22 Mar 2012 21:35:45 GMT 5a7bea51f6e14708a45e3ce4a788d63a 00:02:55 no 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 14 Tue, 03 Jan 2012 17:05:45 GMT fe638c0d44b14d10bdd4f3fdaabf19e2 00:03:25 no 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 15 Tue, 03 Jan 2012 17:05:45 GMT 0658c9f442264e1f8fb7148fc8c8c8e0 00:02:15 no 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 16 Tue, 03 Jan 2012 17:05:45 GMT cbc0f8b2e8c54bc5a855bb4ddd6641ba 00:03:35 no Overview: 04 - Prospecting http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Al/4OiYnNgo-WQg4r3MabTPH8EBrMpvntufaW2yCxI-0/hs_332_06_prospecting-732x412-limelight.mp4 17 Tue, 03 Jan 2012 17:05:45 GMT 88c84b0a598d468892f7a24a4de0d088 00:05:52 no 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 18 Tue, 03 Jan 2012 17:05:45 GMT 9b14e2e3b45f413ea588f897c4d19f5f 00:05:51 no Overview: 06 - Life Cycle Planning http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/2C/QGbRgaT1GmI2lKFXX2AE3Ojtt88acB6mTw7wJ2M7c/hs_332_08_life_cycle_planning-732x412-limelight.mp4 19 Tue, 03 Jan 2012 17:05:45 GMT 0d8f100d07e24e588dc34e0840f2853c 00:04:38 no Overview: 07 - Planning Partners http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/oo/w54TGX8jh_W5XS0GVsijcbaqp205m_c3cOEsk66Cs/hs_332_09_planning_partners-732x412-limelight.mp4 20 Tue, 03 Jan 2012 17:05:45 GMT e5dee16cce844f9c848b06872de8b2e5 00:02:48 no Overview: 08 - Ethics http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/bA/2vjjGIrhSd1Mf03auDmvJdOHLETiD9s5eh8RLKRoI