| Title | Rating | Date and Time | |
|---|---|---|---|
 | 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 | ||
| | Tax Planning with 1031 Real Estate Exchanges Presented by: Larry Pon, CPA | ||
 | What Advisors should know about Today's Reverse Mortgages Presented by: Wade Pfau, PhD, CFA | ||
| | Rethinking Bond Investing Presented by: Steve Shaw | ||
| | ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs Presented by: Todd Rosenbluth | ||
| | Must-See FinTech for Financial Advisors Presented by: 5 Innovators | ||
| | Medicare Do-Over Options and Other Key Facts Presented by: Aaron Zolbrod | ||
 | Year-End Tax Planning Your Clients Should Do Presented by: Bob Keebler | ||
| | Filing out the Fafsa form Presented by: Mark Kantrowitz | ||
| | Understanding how Annuities Work with Wade Pfau Presented by: Wade Pfau, PhD, CFA | ||
| | Today's LTCi Options for Financial Advisors and Planners Presented by: Tom Riekse | ||
| | Help Clients Minimize College Costs and Make Informed Choices Presented by: Matt Carpenter | ||
| | Changing How Clients Pay for College Presented by: Joe Messinger, CFP®, ChFC®, CLU® | ||
| | Expert Advice on Fafsa & College Financial Aid Presented by: Mark Kantrowitz | ||
 | Get Expert Advice on Medicare Enrollment Options Presented by: Aaron Zolbrod | ||
| | What's Possible Today with Social Security: www.MaximizemySocialSecurity.com Presented by: John O'Connor | ||
| | What's Possible Today with Social Security Presented by: John O'Connor | ||
| | Retirement Income Strategies Presented by: Wade Pfau, PhD, CFA | ||
| | The Financial Impact of Boomer Housing Decisions Presented by: Tom Dickson | ||
| | Life-Cycle Financial Planning and Investing Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner | ||
| | The Impact of SAT and ACT Scores on College Financial Aid Presented by: Hoon Kim, M. Ed. | ||
| | The Search for Better Retirement Income Solutions Presented by: Michael Finke |