| Title | Rating | Date and Time | |
|---|---|---|---|
|
Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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|
A Great Checklist for Buying a Financial Planner Practice
Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A. |
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Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices, |
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The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA, |
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|
Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
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|
Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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|
Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways |
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|
How ESOPs benefit Business Owners and Employees
Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. |
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|
Green and Natural Burial Practices
Presented by: Jodi Clock, |
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|
How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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|
Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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|
How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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|
Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC |
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|
What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay, |
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Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
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|
How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
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|
Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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|
Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable |
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|
Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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|
11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by: John Thompson, CLA, CDLP and Todd Ballenger |
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|
Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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|
How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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|
How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
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|
Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy |
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|
Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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|
How to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX |
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|
IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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|
Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
||
|
Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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|
Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
||
|
Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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|
Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
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|
The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices, |
||
|
What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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|
Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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|
Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company |
||
|
A Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP |
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|
Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
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|
Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl |
||
|
Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals |
||
|
Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy |
||
|
Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA |
||
|
Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
||
|
(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM |
||
|
Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC, |
||
|
Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ® |
||
|
Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo |
||
|
Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by: Gordon Stein, BESc, MBA, CSC, CFEI, |
||
|
How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
||
|
5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg, |
||
|
Drive Growth and Deeper Client Relationships with the RISA - Session 2
|
||
|
Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, |
||
|
Drive Growth and Deeper Client Relationships with the RISA - Session 1
|
||
|
How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
||
|
Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro |
||
|
Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law |
||
|
The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
||
|
The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock, |
||
|
Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
||
|
All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com |
||
|
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall |
||
|
The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® |
||
|
Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, |
||
|
Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®, |
||
|
How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA |
||
|
Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
||
|
The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts |
||
|
Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network |
||
|
Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked |
||
|
The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network |
||
|
What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com |
||
|
Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
||
|
How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E |
||
|
How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
||
|
How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
||
|
Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
||
|
Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Presented by: Dr. Travis Parry, Make Time Institute |
||
|
Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt |
||
|
Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank |
||
|
How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, |
||
|
Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. |
||
|
Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency |
||
|
Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera |
||
|
The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, |
||
|
The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement |
||
|
Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® |
||
|
Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
||
|
Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank |
||
|
ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
||
|
The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor |
||
|
How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
||
|
What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, |
||
|
Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
||
|
Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment |
||
|
Situational Social Security
Presented by: Marc Kiner, CPA, |
||
|
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan |
||
|
Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University |
||
|
CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC |
