| Title | Rating | Date and Time | |
|---|---|---|---|
 | 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 | ||
 | What’s Wrong with our Young Males? Presented by: Lawrence Funderburke | ||
 | Why Our Trusts Are Different than All Other Trusts Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Mastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors Presented by: Michelle Riiska, eMoney | ||
 | A Guide to Selecting an HSA Provider Presented by: Margaret Giles and Greg Carlson | ||
 | Planning for Success: Succession and Continuity Strategies for Financial Advisors Presented by: Tim Wyman, Center for Financial Planning | ||
 | Estate Planning Masterclass Preview & Member Update Presented by: Alan Gassman, J.D., LL.M. and Tom Dickson | ||
 | Common Sense Strategies for Your Caregiving Clients: Presented by: Denise Brown, Caregiving Years Training Academy | ||
 | Goals-Based Investing: Digging Deeper with Clients for Goals Presented by: Ryan O. Murphy, Ph.D. and Sam | ||
 | The Premature Demise of the Trust-Based Estate Plan Presented by: Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group | ||
 | Navigating Alternative Investments: Expanding Your Clients’ Portfolios in 2025 Presented by: Brandon Hall, J.P. Morgan Asset Management | ||
 | Helping Charitable Giving for Financial Advisor Clients Presented by: Emily Rasmussen and Jennifer Faila, CFP®, CDFA™ | ||
 | Preparing for a Successful Business Sale with Contingent Buy-Sell Agreements, Partnership Agreements, and Non-Compete Agreements Presented by: Jake Jacobsen, J.D., AdvisorLaw | ||
 | Strategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods Presented by: Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M | ||
 | Estate Planning for Advisors: From Basics… to Brain Surgery Presented by: Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC | ||
 | Understanding Pet Insurance – Protecting Your Clients' Furry Family Members Presented by: Robert Uribe, | ||
 | Maximizing College Financial Aid with the FAFSA and Student Aid Index Presented by: Mark Kantrowitz, | ||
 | Strategies for Clients & Loved Ones with Dementia Presented by: Leah Daly, Alzheimer's Foundation of America | ||
 | Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers Presented by: Dave Reichert and Janet Messer | ||
 | Medicare and Health Insurance Options for Veterans and Federal Employees Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Optimized Investor Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street | ||
 | College Funding for Multiple Generations with Dynasty Trusts and 529 Plans Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Q&A for Retirement Account Masterclass Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | ||
 | Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies Presented by: Kristin Carelton, | ||
 | Session # 5: Tax, Trusts, and Estate Planning for IRAs Presented by: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished) | ||
 | Year-end Tax Planning and more from Bob Keebler, CPA, AEP Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates |