Wealth Management
Discover wealth planning and tax strategies for your complete spectrum of clients.
2020 Essentials of Wealth Planning
Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.
OUR PROGRAMS
Engage and retain the next generation of clients, millennials. This program includes a suite of resources to help advisors engage their clients’ children and prepare millennials for retirement.
Stay up to date on the changing guidelines and lasting effects of tax reform.
This program shows advisors how to retain and grow their business with female clients facing difficult life transitions, such as divorce and widowhood.
Learn to highlight the value of your relationship by helping clients prepare for the many difficult decisions that often affect families across generations.
The Three Tiers of Retirement Income is a simple, yet powerful, tool to help investors allocate money to generate the cash flow they need.
Retirement readiness planning can be daunting, we believe it's important to ask the right questions in order to make sound decisions.
Knowledge Labs
Engage with our wide curriculum of innovative programs designed to meet your goals.
Resources to enhance your performance and grow your practice.
Stay informed about the latest defined contribution strategies.
Form a partnership with Janus Henderson and gain access to analytical resources.
RELATED CONTENT
Continuing Education
We offer accredited continuing education (CE) seminars available to financial advisors, CPAs, human resources professionals and other retirement and financial industry participants.
Ask Matt:
Are Your Clients Financially Protected in the Case of Incapacitation?
Retirement and wealth strategies expert Matt Sommer answers questions like this from advisors on market events, legislation and trends that may impact their clients’ investments.
Knowledge Labs Alert
Exceed expectations - in business and in life - with monthly insights from our experts.
Contact Your Sales Director
To implement any of these solutions or to find out more about how they can help you excel, contact your Janus Henderson sales director.
Podcasts
Explore our podcasts featuring professional development coaching, retirement perspectives and market insights.