LIVE Educational Webinars with Financial Experts

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Fred Saide
Decision Triage: Advising Clients in Crisis with Fred Saide, Ph.D., MA, NSSA
CE Eligible
Guest Expert: Fred Saide, Ph.D., MA, NSSA
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Michelle Atlas-Quinn
The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Brennan Barnard
Early Action and Early Decision: Helping Families Navigate College Admission & Affordability
CE Eligible
Guest Expert: Rick Clark and Brennan Barnard
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Melinda
Medicare Open Enrollment 2027: All Three Legs of the Medicare Stool Are Cracking at Once — and the C…
CE Eligible
Guest Expert: Melinda Caughill, i65
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Phillip Levine
Hidden Tuition: An Insider's Guide to College Pricing and Financial Aid
CE Eligible
Guest Expert: Phillip Levine, Wellesley College
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Russell James
Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Ann…
CE Eligible
Guest Expert: Dr. Russell James, Ph.D., J.D., CFP®, Texas Tech University
Register
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