Title | Rating | Date and Time | |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets |
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Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP |
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Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
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The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., |
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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® |
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Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
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Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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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® |
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
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A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning |
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THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy |
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Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair |
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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, |
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Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
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Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 |
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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
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A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, |
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Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
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FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, |
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Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets |
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Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz |
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Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, |
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A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker |
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The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman |
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Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, |
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Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ |
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Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., |
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Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, |
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Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg, |
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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer |
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Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP |
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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift, |
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A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis |
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Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65 |
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Help Clients Generate IMMEDIATE Tax Savings this Year from Their Future Gifts to Charity – Meet the iCLAT
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman |
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Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer |
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Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets |
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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson |
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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum |
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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners |
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Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine |
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The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP, |
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Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP |
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Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto |
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A 1031 Exchange Case Study + NEW Website Features
Presented by: Tom Dickson and Frank Piscitelli |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard |
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The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman, |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter |
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Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group |
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How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock |
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Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC |
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Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks |
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What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill, |
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Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy |
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Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff |
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Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |
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Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network |
|||
The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group |
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Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University |
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Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group |
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The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer |
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Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic |
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Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services |
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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan |
|||
President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments |
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Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network |
|||
Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum |
|||
Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP® |
|||
Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP |
|||
The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun, |
|||
No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management |
|||
Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo |
|||
The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck |
|||
Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing |
|||
Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq. |
|||
Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons |
|||
Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network |
|||
Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd |
|||
Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski, |
|||
Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy |
|||
The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair |
|||
Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning |
|||
Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center |
|||
Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter |
|||
Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff |
|||
Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network |
|||
10 Ways Out of Highly Appreciated Property and Getting Off the 1031 Exchange Train Without Having to Die
Presented by: Joe Strazzeri, Esq., Strazzeri, Mancini, LLP |