| Title | Rating | Date and Time | |
|---|---|---|---|
 | Mastering the §199A Qualified Business Income Deduction Presented by: Clark Randall, CFP®, MJur, Creekmur Wealth Advisors | ||
 | Session 1 of CP MC: Foundations of College Planning for High-Income Clients Presented by: Beth Walker, Carson Wealth | Center for College Solutiions | ||
 | Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens Presented by: Edward Cole, | ||
 | Introducing Financial Transition Literacy: The Human-side Essentials for Supporting Clients Through Life Changing Events Presented by: Susan Bradley, CFP®, CeFT®, Sudden Money Institute | ||
 | Unlocking Home Equity: Innovative Strategies for Retirement Planning Presented by: Craig Corn and Don Prehn | ||
 | Life Insurance Planning Changes After the Big Beautiful Tax Act Presented by: Alan Gassman, J.D., LL.M. and Barry Flagg, CFP®, CLU, ChFC | ||
 | Protecting Your Clients in High-Stakes Moments: A Guide to Valuation Red Flags Presented by: Anthony Venette, CPA, Withum | ||
 | Comparing Medicare Plans & Tips for Signing Up Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Six Steps of Medicare Presented by: Melinda Caughill, i65 Incorporated | ||
 | AI Search Engine Optimization (AEO + GEO) for Advisors Presented by: Brent Carnduff, Advisor Rankings | ||
 | The 1040 in 2025: OBBBA Changes and Planning Opportunities Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, | ||
 | From Advisor to Influencer: Secrets Behind a Planner’s 1,000s of Substack Subscribers Presented by: Michael Collins, CFA, WinCap Financial | ||
 | Using AI to Monitor Client Portfolios: A Smarter Way to Stay Informed Presented by: Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital | ||
 | A Sequel: Best Practices for Protection against Cyber Threats Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by: Jordan Grumet, | ||
 | Strategic Estate Planning Under the Big, Beautiful Tax Law Presented by: Alan Gassman, J.D., LL.M. and Brandon Ketron | ||
 | Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations Presented by: Anthony Venette, CPA, Withum | ||
 | Master the New Rules of College Planning in 2025 Presented by: Beth Walker, Center for College Solutions | ||
 | How Much Do I Need To Retire? Presented by: Wade Pfau, PhD, CFA, RICP®, | ||
 | Attracting the Female Dollar Presented by: Beth Fitzgerald and Holly Reimel | ||
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Session 4 of Tax Planning Masterclass: Roth Conversion Planning and Charitable Gifting Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Opportunity Zone Funds After the Big, Beautiful Tax Bill Presented by: Louis Roger, Capital Square | ||
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Session 3 of Tax Planning Masterclass: Strategies for Business Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Understanding Trustee Responsibilities and Liabilities Presented by: Bill Waller, Esq. and Dave Long, J.D. | ||
 | Creditor Protection Strategies Presented by: Alan Gassman, J.D., LL.M., Gassman Law P.A. | ||
 | Incorporating Short-Term Care Insurance into a Client's Financial Plan Presented by: Madolyn Reynolds, CLTC, Krause & Associates | ||
 | Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by: Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable) | ||
 | Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital Presented by: Harry Mamaysky, Ph.D., QuantStreet Capital | ||
 | Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles Presented by: Michael Goldman, CFP®, MA, EP Wealth | ||
 | How To Leverage AI To Improve Client Conversations Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | ||
 | ONE, BIG, BEAUTIFUL BILL ACT Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | ||
 | Session 1 of Tax Planning Masterclass: Tax Bracket Management Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | ||
 | AI Note-Taking Tools for Financial Advisors: Insights from the Oasis Group's 2025 Report Presented by: John O'Connell, The Oasis Group | ||
 | A Powerful Tool for Advisors to Analyze Government Spending & Debt Presented by: Sheila Weinberg, Truth in Accounting | ||
 | Case-of-the-Month Review with Alan Gassman, J.D., LL.M. | ||
 | Member Update Presented by: Tom Dickson and Bob Keebler, CPA, AEP (Distinguished) | ||
 | End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation Presented by: Veronica Darling | ||
 | 2025 Insurance State of the Market: Regional Trends, Risks & Resilience Presented by: Aryn Johnson, CPRIA, CAPI, Marsh McLennan Agency | ||
 | Navigating Senior Living...Understanding the Options Presented by: Kristy Kennedy, Silver Bridges Consulting | ||
 | New SEC AML Rule for Investment Adviser Reps and RIAs Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner Presented by: Mark Wilson, APA, CFP®, Mile Wealth | ||
 | 8 Steps To Leave Your Business In Style Presented by: Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners | ||
 | Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by: Dale Krause, J.D., LL.M., Krause & Associates | ||
 | Federal Retirement Benefits Explained: For Current and Former Employees Presented by: Ilene Slatko, |