| Title | Rating | Date and Time | |
|---|---|---|---|
 | Roth IRA Conversions: Pay Taxes Once and Never Again Presented by: Jim Lange, Lange Financial Group, LLC | ||
| | Retirement Lessons from a Retiree! Presented by: Fritz Gilbert, The Retirement Manifesto | ||
| | A 1031 Exchange Case Study + NEW Website Features Presented by: Tom Dickson and Frank Piscitelli | ||
| | Leveraging a Virtual Paraplanner Within Your Firm Presented by: Alex Hopkin and Jen Pritchard | ||
| | The Ultimate Buy and Hold Strategy with Paul Merriman Presented by: Paul Merriman, | ||
| | Beyond Cash: Planning Strategies for Complex Charitable Contributions Presented by: Arthur Maginas and Jim Carpenter | ||
| | Media Points for Financial Advisors Presented by: Jody Lowe, The Lowe Group | ||
 | How Credit Scores Impact Your Mortgage Interest Rate... and other Factors Presented by: Tiffany Cross and Terry Hancock | ||
 | Tax-Efficient Special Needs Planning Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC | ||
| | Planning for Special Needs Clients with ABLE Accounts Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks | ||
 | What Clients Should Consider when Buying OR Renewing a Medicare Plan Presented by: Melinda Caughill, | ||
| | Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims Presented by: Adria Gross, MedWise Insurance Advocacy | ||
| | Ways to Make the Most of Business Valuations Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group | ||
| | Sequel: Quantifying the Use of Reverse Mortgages Presented by: Tom Dickson and Larry Kotlikoff | ||
| | Minimize Taxes with Asset Location Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial | ||
| | 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 | ||
| | Highly Respected Economist changes his view of Reverse Mortgages Presented by: Larry Kotlikoff, Boston University | ||
| | Understanding Charitable Remainder Trusts Presented by: Steve Mancini, Esq., The Founders Group | ||
| | The Four Pillars of Life & Legacy Planning Presented by: Abby Schneiderman and Adam Seifer | ||
| | Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic | ||
| | Health Savings Account Expert Takes YOUR Questions Presented by: Roy Ramthun, HSA Consulting Services | ||
| | 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 | ||
| | 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 | ||
| | PayCheck Protection Loans: Are Expenses funded by "Forgiveable" PPP Loans Deductible or Not? If so, when? Presented by: Bradley Burnett, Bradley Burnett Tax Seminars, Ltd. | ||
| | Members Only Updates and Training + Cash Flow Planning Case Studies Presented by: Melissa Tosetti, The Savvy Life | ||
| | Expert Advice on the FAFSA form and College Financial Aid Presented by: Mark Kantrowitz, Savingforcollege.com | ||
| | Today’s Reverse Mortgage and Retirement Planning Presented by: Terry Hancock, Director | ||
| | The Latest in Long Term Care Planning Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) | ||
| | Annuities in the Age of COVID: How and When to Use them in a Financial Plan Presented by: David Lau, CEO and Founder | ||
| | The Latest in Long Term Care Planning Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) | ||
 | The Power of Cash Flow Planning Presented by: Melissa Tosetti and Kevin Gibbons | ||
 | The 411 on 1031 Real Estate Exchanges and DSTs Presented by: Frank Piscitelli, Real Estate Investor | ||
| | How to Use Annuities and How to Model them in Financial Planning Software Presented by: Jonathan Barth, DPL FInancial Partners | ||
| | A Guide to Evaluating Medicare Plans Presented by: Jacob Fyrster, Ritter Insurance Marketing | ||
| | Medicare Case Studies + Member Updates Presented by: Joanne Giardini-Russell | ||
| | Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP® Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management | ||
| | Expert Advice on the FAFSA form and College Financial Aid Presented by: Mark Kantrowitz, SavingforCollege.com | ||
| | Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know Presented by: Mabel Guzman, National Association of Realtors | ||
| | Employer Student Loan Repayment Programs under The CARES Act and MORE Presented by: Jantz Hoffman, CSLP Board of Standards | ||
| | Get Expert Advice on Medicare Enrollment Options Presented by: Craig Ritter, Ritter Insurance | ||
| | Is Now the Time to Use your 401(k) to Pay Off Your Mortgage? Presented by: Larry Kotlikoff, Boston University | ||
| | Review of Paycheck Protection Loan Forgiveness Application Presented by: Scott Graham and Mike Amon | ||
| | Protecting Against Scams During COVID-19 Presented by: Elizabeth Loewy, Esq. | ||
| | Student Loan Case Study and Member Updates Presented by: Heather Jarvis, Esq. | ||
| | COVID-19 Outbreak: Updated Guidance for Financial Professionals Presented by: Dr. Bill Lloyd, Transamerica | ||
| | New Bankruptcy Provisions That Can Impact Clients Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq. | ||
| | Student Loan Case Study and Member Updates Presented by: Heather Jarvis, Esq. | ||
| | COVID-19 Outbreak: Updated Guidance for Financial Professionals Presented by: Dr. Bill Lloyd, Transamerica | ||
| | Review of Paycheck Protection Loan Forgiveness Application Presented by: Mike Amon, Dir. SBA Lending | ||
| | Expert Panel with The Latest Guidelines Paycheck Protection Loans Presented by: John Fleming | ||
| | Life Insurance Case Studies and Member Updates Presented by: Steve Gibbs, Esq. | ||
| | Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities Presented by: Scott Bishop, CPA/PFS, CFP® | ||
| | Life Insurance Planning after the SECURE Act Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management | ||
| | Selling & Buying Homes Now + Mortgages under the CARES Act Presented by: Mabél Guzmán, VP of Association Affairs | ||
| | Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates Presented by: Tom Dickson | ||
| | Insights, Opportunities and Trends in 529 Plans Presented by: Christopher Stack, Esq., Managing Consultant | ||
| | Student Loan Options under The CARES Act and BEYOND Presented by: Heather Jarvis, Esq., Student Loan Consultant | ||
| | Move your client meetings and prospecting online without skipping a beat Presented by: Erica Maki, Senior Engagement Programs Manager | ||
| | "Sure Things" that may impact 2020 Market Returns Presented by: Larry Swedroe, Chief Research Officer | ||
| | Expert Panel on SBA Loans under the CARES Act Presented by: and | ||
| | Capital Market Assumptions and Financial Plans in Today's Time Presented by: Kevin Grogan, Dir. of Investment Strategy | ||
| | Case Studies: Portfolio Management and Rebalancing Strategies Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts | ||
| | Lawyerly Advice on Financial Advisor Obligations under The SECURE Act Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq. | ||
| | Case Studies: Portfolio Management and Rebalancing Strategies Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts | ||
| | Expert Panel on 401(k), IRA and SBA Loans under the CARES Act Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA | ||
| | Coping with Stress, Disruption and Loss of Control in Time of Crisis Presented by: Paul Nussbaum | ||
| | The Impact of Presidential Politics on The Markets Presented by: Ben Phillips, CFA | ||
| | How and When to Use No-Load Annuities in a Financial Plan Presented by: David Lau | ||
| | Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL Presented by: John Mirlisena | ||
| | Members-Only Updates + Tips on Using Gotomeeting & Zoom Presented by: Tom Dickson | ||
| | Expert Insights on College Admissions, Financial Aid and SAT/ACT Tests Presented by: Leslie Watson, College Admissions Counselor: Matt Carpenter, College Financial Aid Expert; Hoon Kim, Test Prep Expert | ||
| | A Buyer's Guide to Long-Term Care Facilities to include CCRCs Presented by: Brad Breeding | ||
| | Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients Presented by: Larry Swedroe, Chief Research Officer | ||
| | Member's Case Studies: Quantifying College Choices Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG | ||
| | Best Practices for Managing Risk through Black Swan Events (See Coronavirus) Presented by: Larry Swedroe, Chief Research Officer | ||
 | Life Insurance Advice Under New CFP Practice Standards Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® | ||
| | Navigating Student Loan Options Presented by: Jantz Hoffman, Chairman and CEO |