Brady's Continuing Education

 

J. Brady Stamps

EDUCATION: 

Auburn University                       BS, Finance

College for Financial Planning             

  • CFP I - Financial Planning Process & Insurance
  • CFP II - Investment Planning
  • CFP III - Income Tax Planning
  • CFP IV - Retirement Planning & Employee Benefits

Continuing Education Highlights                       

  • Asset Allocation
  • Core Investing
  • International Investing
  • Small Cap Investing Seminar
  • Tax-Efficient Strategies in Muni Bond Investing
  • Basic Estate Planning Concepts
  • Understanding Qualified Plans & Annuities
  • Nonqualified Benefits and COLI
  • Small Business Retirement Plan Opportunities
  • Fixed and Variable Annuities
  • Practical Estate Planning
  • Variable Annuity Costs:  Dispelling the Myths
  • Advanced Principals of VA Portfolio Performance
  • Life Insurance Protection for Business Owners
  • Contract Structure and Taxation of Annuities
  • Adv. Asset Protection & Tax Reduction Strategies
  • Trust & Estate Planning
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts
  • Tax-Efficient Investing
  • Managing Risk in the Municipal Bond Portfolio
  • Seminar in Managed Money Research
  • Asset Allocation and the Taxable Investor
  • Effective Client Education and Service Initiatives
  • Tax-Managed Equity Diversification Strategies
  • Tax-Efficient Investing Alternatives
  • Developing & Monitoring Investment Strategies
  • History and Future of the Multi-Style Account
  • The Perpetual Debate:  Active vs. Passive  
  • Risks of Bond Investing
  • Adding Hedge Funds to Long-Only Portfolios