| Title | Rating | Date and Time | |
|---|---|---|---|
|
Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall |
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The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® |
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Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, |
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Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®, |
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How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA |
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
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The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts |
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Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network |
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Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked |
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The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network |
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|
What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com |
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Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E |
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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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How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
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Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
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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 |
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Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank |
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How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, |
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|
Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. |
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|
Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency |
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|
Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera |
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The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, |
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|
The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement |
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|
Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® |
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|
Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank |
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ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
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|
Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment |
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Situational Social Security
Presented by: Marc Kiner, CPA, |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan |
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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 |
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|
CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC |
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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, |
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|
The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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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 |
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|
Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., |
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|
Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
||
|
International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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|
Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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|
PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications |
||
|
Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University |
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|
Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair |
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|
How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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|
Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson |
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|
Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors |
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|
HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank |
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|
ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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|
How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning |
||
|
Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP |
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|
Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
||
|
Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
||
|
A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp |
||
|
Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., |
||
|
The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
||
|
Member Update and Training
Presented by: Tom Dickson, Financial Experts Network |
||
|
Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
||
|
Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
||
|
The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
||
|
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |
||
|
Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. |
||
|
What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp |
||
|
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. |
||
|
A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge |
||
|
One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot |
||
|
How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, |
||
|
Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore |
||
|
Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management |
||
|
The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, |
||
|
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 |
||
|
Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University |
||
|
Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, |
||
|
Medicare Optimization
Presented by: Melinda Caughill, |
||
|
State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
||
|
Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. |
||
|
Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services |
||
|
How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
||
|
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
||
|
A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne |
||
|
Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
||
|
Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
||
|
The Power of Health Savings Accounts
Presented by: Roy Ramthun, |
||
|
Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists |
||
|
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 |
||
|
How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
||
|
The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, |
||
|
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. |
||
|
Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
||
|
Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network |
||
|
How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
||
|
Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
||
|
Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
||
|
Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., |
||
|
Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, |
||
|
Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |