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Webinar title Date & Time
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP,
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP,
Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan
Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon,
Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing
Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
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®
Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick
Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech
Bob Vandy
A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
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
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy
Tiffany Cross
Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®,
Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau
Melinda Caughill
Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65
Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine
A Case Study in Advanced Estate Planning
Presented by: Steve Mancini,
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage
FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz,
Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets
Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz
Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski,
A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker
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
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP,
Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®,
Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™
Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq.,
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg,
What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer
Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP
Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift,
A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis
Melinda Caughill
Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65
Rescue My 401(k)
Presented by: Pamela Donin, J.D. and Charles Scott, AIF®
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
Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer
Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets
How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson
Joe Elsasser
Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum
How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners
Ray Giese
Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese,
Jody Bruns
Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals
Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine
The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP,
Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, Rattiner Financial
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
Melinda Caughill
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
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz,