| Webinar title | Ratings | Date & Time | |
|---|---|---|---|
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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 Learn More > |
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Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt Learn More > |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank Learn More > |
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How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, Learn More > |
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Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. Learn More > |
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Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency Learn More > |
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Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera Learn More > |
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The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, Learn More > |
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The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement Learn More > |
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Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® Learn More > |
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Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com Learn More > |
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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank Learn More > |
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ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management Learn More > |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor Learn More > |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, Learn More > |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, Learn More > |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, Learn More > |
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Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment Learn More > |
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Situational Social Security
Presented by: Marc Kiner, CPA, Learn More > |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan Learn More > |
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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 Learn More > |
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CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC Learn More > |
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Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman, Learn More > |
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The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro Learn More > |
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The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors Learn More > |
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Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., Learn More > |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, Learn More > |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors Learn More > |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs Learn More > |
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PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications Learn More > |
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Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University Learn More > |
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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair Learn More > |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler Learn More > |
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Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson Learn More > |
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Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors Learn More > |
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HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank Learn More > |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University Learn More > |
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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning Learn More > |
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Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP Learn More > |
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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com Learn More > |
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Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets Learn More > |
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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp Learn More > |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., Learn More > |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University Learn More > |
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Member Update and Training
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. Learn More > |
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Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors Learn More > |
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University Learn More > |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, Learn More > |
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Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. Learn More > |
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What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp Learn More > |
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The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M. Learn More > |
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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge Learn More > |
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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot Learn More > |
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How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, Learn More > |
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Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore Learn More > |
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Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management Learn More > |
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, Learn More > |
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When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University Learn More > |
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Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University Learn More > |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, Learn More > |
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Medicare Optimization
Presented by: Melinda Caughill, Learn More > |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow Learn More > |
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Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. Learn More > |
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Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services Learn More > |
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How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets Learn More > |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, Learn More > |
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A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne Learn More > |
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Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial Learn More > |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, Learn More > |
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The Power of Health Savings Accounts
Presented by: Roy Ramthun, Learn More > |
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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists Learn More > |
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1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Presented by: Frank Piscitelli and Chris Carr Learn More > |
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro Learn More > |
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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, Learn More > |
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IMMEDIATE Tax Savings from Future Annual Charitable Gifts – NOW is the Time to Take a Closer Look at the “iCLAT”
Presented by: Brad Gornto, Esq., LL.M and Sam Landman, Esq. Learn More > |
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Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School Learn More > |
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Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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How To Plan With the New 1040
Presented by: Larry Pon, CPA, Learn More > |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, Learn More > |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle Learn More > |
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Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., Learn More > |
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Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, Learn More > |
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., Learn More > |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, Learn More > |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex Learn More > |
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets Learn More > |
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Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP Learn More > |
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Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, Learn More > |
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The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., Learn More > |
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The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® Learn More > |
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Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital Learn More > |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan Learn More > |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, Learn More > |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing Learn More > |
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Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. Learn More > |
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Possible Changes in Tax Legislation: What You Need to Know and How to Demonstrate the Impact of Changes
Presented by: Celeste Revelli, CFP® and Michelle Riiska, ChFC® Learn More > |
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick Learn More > |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech Learn More > |