| Title | Rating | Date and Time | |
|---|---|---|---|
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Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
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Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA |
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Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com |
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Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
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Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America |
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Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute |
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Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated |
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Tom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson |
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Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones |
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Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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|
Which Type of Retirement Plan is Best for a Business Owner
Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company |
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A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M, |
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What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management |
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Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group |
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|
529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA, |
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Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by: Kol Peterson, Accessory Dwelling Strategies |
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A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
Presented by: Brad Gornto, JD, LL.M, |
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|
How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
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What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank |
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Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
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Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law |
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|
Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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What is the ‘Right’ Option for a Spouse Beneficiary?
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting |
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Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq. |
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Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
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|
Bob Keebler's Best Tax Planning Ideas for 2023
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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|
Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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|
Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar |
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|
Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
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|
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 |
||
|
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., |
||
|
How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
||
|
Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy |
||
|
Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
How to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX |
||
|
IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
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 |
||
|
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 |
||
|
Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
||
|
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 |
||
|
Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
||
|
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 |
||
|
Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
||
|
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 |