| Title | Rating | Date and Time | |
|---|---|---|---|
 | New SEC AML Rule for Investment Adviser Reps and RIAs Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner Presented by: Mark Wilson, APA, CFP®, Mile Wealth | ||
 | 8 Steps To Leave Your Business In Style Presented by: Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners | ||
 | Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by: Dale Krause, J.D., LL.M., Krause & Associates | ||
 | Federal Retirement Benefits Explained: For Current and Former Employees Presented by: Ilene Slatko, | ||
 | The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia Presented by: Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP® | ||
 | Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors Presented by: Kristin Carleton and Mary Morris | ||
 | A Deeper Dive into 529 Plan Data and Tools Presented by: Scott Morrison, Saving for College | ||
 | Wade Pfau: Leveraging Whole Life Insurance for Income + Retirement Security Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Breaking Down the Big, Bold Tax Bill: What Every Advisor Needs to Know Now Presented by: Larry Pon, CPA, | ||
 | Transforming Client Acquisition with FINNY AI Presented by: Eden Ovadia and Josh Brown | ||
 | Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, | ||
 | A Program that helps you Personalize Healthcare Cost Planning for Every Client Presented by: Michael Daley, Healthview Services | ||
 | Case-of-the-Month Review with Alan Gassman, J.D., LL.M. | ||
 | The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors Presented by: Adam Whitaker, First National Bank | ||
 | Preview of Tax Planning Masterclass with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Tariffs, Trade Tensions & the Market Outlook: What Advisors Need to Know Now Presented by: Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital | ||
 | Seven Components of Longevity Planning Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | ||
 | Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions | ||
 | The Impact of AI & Emerging Technologies on America's Economic Future Presented by: Seth Benzell, Ph.D., Stanford University Human-Centered Artificial Intelligence | ||
 | 10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know Presented by: Scott Witt, Actuary, Witt Actuarial services | ||
 | Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners Presented by: Larry Blades, Oakwood Summit | ||
 | Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries Presented by: Kristin Carleton and Nick Thompson, Esq. | ||
 | Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Financial Transition Planning Presented by: Sandy Adams, CFP®, Center for Financial Planning, Inc. | ||
 | Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Financial Experts Member Update: The Social Security Guide and more Presented by: Tom Dickson and Missy Davis | ||
 | Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Early Action, Better Results: Navigating LTCI Solutions for Younger Clients Presented by: Madolyn Reynolds, CLTC, Krause & Associates | ||
 | The Mortgage & Credit Score Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life Presented by: John Thompson, CDLP, CLA and Tiffany Cross, Credit Score Expert | ||
 | Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client Presented by: Bob Chesner, CPA, Ripp Grossman & Fitte | ||
 | The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode Presented by: Cherie Stueve, Cerefi | ||
 | Estate Planning Masterclass #1: Introduction to Estate Planning Essentials Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Decoding ETFs: Essential Insights for Financial Advisors Presented by: Jon Maier, JP Morgan Asset Management | ||
 | What Laid Off Federal Employees Need To Know Presented by: Ilene Slatko, | ||
 | 2025: Another Volatile Year for Student Loan Borrowers Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial | ||
 | The Mother of All Bubbles? Presented by: Harry Mamaysky, Ph.D, | ||
 | Connections That Count: Innovation and Empathy in Financial Advice Presented by: Dr. Emily Koochel, eMoney | ||
 | How to Discuss Cognitive Decline with Clients Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | ||
 | Mastering Health Insurance Benefits Presented by: Michella Drummond and Larry Pon, CPA, | ||
 | Planning Now For the 2026 CLIFF Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M. Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Understanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | The Repeal of WEP and GPO - The Social Security Fairness Act Presented by: Kurt Czarnowski, | ||
 | Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax Presented by: Patrick Carlson, Vanilla | ||
 | Helping Clients Peacefully Manage Day-to-Day Finances Presented by: Brian Page, | ||
 | What’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return Presented by: Larry Pon, CPA, | ||
 | 2025 Tax Bill Updates: What Financial Advisors Need to Know Now Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | The Financial State of the States: Insights from Truth in Accounting CEO Sheila Weinberg Presented by: Sheila Weinberg, Truth in Accounting |