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Title Rating Date and Time
Phil DeDominicis Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group

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87%
Mike Crossett What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank

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83%
Bryan Kelly Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital

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87%
Matthew Rappaport Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law

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78%
Scott Stolz Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital

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88%
Denise Appleby 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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88%
Andrew Gray Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown

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81%
Carrie Jones How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning

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85%
Brian Thorp SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq.

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83%
Fred Amrein Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd

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88%
Bob Keebler 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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90%
George Kinder Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute

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79%
John Rekenthaler Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar

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75%
Marcella Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group

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81%
Wade Pfau Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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92%
Michelle Atlas Quinn 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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72%
Diana Cabrices Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices,

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88%
Larry Pon The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA,

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90%
Kevin Clark Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™

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87%
Rich Arzaga Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP,

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82%
Ray Giese Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways

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Leslie Laurer 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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86%
Jodi Clock Green and Natural Burial Practices
Presented by: Jodi Clock,

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85%
Ed Smith How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth

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89%
Alan Gassman Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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85%
Megan McCoy How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University

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86%
John Biebel Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC

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69%
Michael Kay What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay,

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81%
David Blanchett Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM

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88%
Patrick Cleary How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect

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87%
Gary Zimmerman Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com

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93%
Dennis Ladd Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable

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86%
Kate Guillen Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops

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80%
John Thompson 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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88%
Jim Dilellio Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School

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83%
Steve Mancini How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq.,

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88%
Joe DeMarkey How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey,

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90%
Denise Brown Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy

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84%
Alan Gassman Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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84%
Lacey Shrum 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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88%
Bob Keebler IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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88%
Derek Horstmeyer Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business

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77%
Bill Greiner Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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82%
Lori Gubash Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates

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87%
Wade Pfau Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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88%
Michelle O'Haren 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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86%
Diana Cabrices The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices,

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81%
Andy Panko 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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87%
Louise Schroeder Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder,

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78%
Kevin McNee Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company

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82%
Matthew Rappaport 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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87%
Dale Krause 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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89%
Diane Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl

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89%
Ric Edelman Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals

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90%
Stevyn Guinnip Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy

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87%
Karen Weiskopf Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA

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85%
Laurie Steiner Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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85%
David Blanchett (Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM

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88%
Robert Laura Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC,

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81%
Tim Burke Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ®

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84%
Sue Chesney Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo

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Bob Keebler 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

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93%
Gordon Stein 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,

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82%
Michelle Atlas Quinn How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw

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87%
Lisa Rehburg 5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg,

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91%
Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 2

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Edward McQuarrie Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie,

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83%
Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 1

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Andy Panko How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial

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84%
Matt Carpenter Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro

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85%
Kevin Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law

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89%
Laurie Steiner The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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85%
Jodi Clock The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock,

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85%
Harry Margolis Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino

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86%
Ben Lacomis All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com

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88%
Bob Keebler Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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88%
Aryn Bates Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall

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92%
Christina Livadary The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner®

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88%
Larry Pon Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA,

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81%
Wade Pfau Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®,

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Scott Snider How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA

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86%
Jim Dilellio Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University

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81%
Jan The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts

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85%
Tom Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network

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Patty Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked

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82%
Tom The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network

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86%
Corey What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com

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89%
Bill Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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90%
Fox How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E

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79%
Derek How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business

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77%
Lisa Rehburg How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements

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86%
Olivia Summerhill Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill,

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86%
Travis Parry 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

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82%
George Kinder Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt

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79%
Kevin Robertson Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank

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89%
Ben Lacomis How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®,

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85%
Phil Lubinski Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D.

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90%
Lori Gubash Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency

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85%
Peter Nolan Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera

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84%
Libby Boatwright The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,

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88%