| Title | Rating | Date and Time | |
|---|---|---|---|
|
Working Well with Widows
Presented by: Kathleen Rehl, |
||
|
Session # 1: Critical Rules for Moving Retirement Accounts
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
|
||
|
The Power of Qualified Personal Residence Trusts (QPRTs)
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Update on President Biden's SAVE Program & Student Loan Repayment Options for Student & PARENT Borrowers
Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial |
||
|
The 411 on Car Rental Coverage
Presented by: Robert Uribe, BMFCE |
||
|
5 Star Presentation on Retirement Planning
Presented by: Alexandra Nobile, J.P. Morgan Asset Management |
||
|
Charitable Remainder Trusts from A to Z
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Insurance for Cyber Attacks
Presented by: Aryn Johnson, Marsh McLennan Agency |
||
|
Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors
Presented by: Jim Kernan, FNB |
||
|
Unlocking the Power of Goals-Based Financial Planning
Presented by: Ryan O. Murphy, Ph.D. and Samantha Lamas |
||
|
Navigating Estate Planning for Clients with Diminished Capacity
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
||
|
Unlocking the Power of Reverse Mortgages: Advanced Strategies for Financial Advisors
Presented by: Joe DeMarkey and Michelle Riiska, ChFC |
||
|
Everything you wanted to know about Financial Therapy
Presented by: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching |
||
|
Creating Opportunities for Independence in Special Needs Financial Planning
Presented by: Kristin Carelton, |
||
|
Empowering Financial Advisors to Support Giving Circles
Presented by: Emily Rasmussen and Michael Goldman, M.A., CFP® |
||
|
Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Elder Fraud Prevention and Cybersecurity in the Digital Age
Presented by: Liz Loewy, Esq., EverSafe |
||
|
Tax Strategies for Clients Selling a Business
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates |
||
|
Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC |
||
|
Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses
Presented by: Damon Wenig, MBA, CFSP, The Krause Agency |
||
|
Tax-Efficiency for Retirement Planning (IAR CE-eligible)
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
||
|
Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
||
|
Understanding the Final IRS Regulations on RMDs
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting |
||
|
Unique Medicare Planning Software
Presented by: Melinda Caughill, i65 Incorporated |
||
|
Things Clients should KNOW before Buying in an HOA or Condo Community
Presented by: Tom Dickson, Financial Experts Network |
||
|
Key Facts for Clients with Qualified Small Business Stock
Presented by: Kevin Brady, CFP®, WealthSpire Advisors |
||
|
Offering Financial Therapy with your Clients
Presented by: Ashley Agnew, CFT-I™, Financial Therapy Association |
||
|
Making Client Adoption Dreams a Reality: Funding Strategies for Every Family
Presented by: Erin Wood, CFP®, CRPC®, FBS®, Carson Wealth |
||
|
Interesting Budgeting Tool
Presented by: Clay Raterman, Fina |
||
|
Levering Health Savings Accounts for Retirement Planning
Presented by: Roy Ramthun, |
||
|
Harnessing the Power of AI in Financial Planning
Presented by: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF® |
||
|
Tax Planning Ideas for the Financial Advisor to Share with their Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, |
||
|
CPA’s Guide to Estate Tax Planning – Part 1: Running the Numbers
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Member Update + Retirement Account Masterclass Preview
Presented by: Tom Dickson and Denise Appleby |
||
|
Estate Tax Planning from N to Z with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., |
||
|
New DOL Rules For Managing IRAs
Presented by: Kevin Clark, RF™, Plan Confidence |
||
|
The Role and Responsibilities of an Executor
Presented by: Liz O'Neil. Esq., |
||
|
Long Term Care Insurance Update: Part 2
Presented by: Lori Gubash, CLTC, FICF |
||
|
Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, |
||
|
Long-Term Care Insurance Update: Part 1
Presented by: Lori Gubash, CLTC, FICF |
||
|
Helping Clients Address Emotional and Financial Worries
Presented by: Dave Buck and Steve Krzywicki Jr., CFP® |
||
|
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
||
|
Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses
Presented by: Eric Wallace, CPA, Tax Method Changes |
||
|
What Clients need to Know to Picking the Right Corporate Entity
Presented by: Nellie Akalp, CorpNet |
||
|
The 411 on Owning Real Estate in A Self-Directed IRA
Presented by: Daniel Gleich, Madison Trust Company |
||
|
Masterclass Session 5: Living with Medicare
|
||
|
Estate Tax Planning from A to L with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., |
||
|
Masterclass Session 4: How to Avoid IRMAA
Presented by: Larry Pon, CPA, |
||
|
Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
||
|
Masterclass Session 3: Enrolling in Medicare
|
||
|
Learn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski, |
||
|
Advice on How Clients Can Avoid AI Scams
Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino |
||
|
Masterclass Session 2: Getting to know Medicare
|
||
|
Ethics and Fiduciary Duties in Investment Advisory
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
||
|
Common Compliance Deficiencies for Investment Adviser Representatives
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
||
|
Financial Planning for LGBTQ Clients
Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute |
||
|
Masterclass Session 1: Preparing for Medicare
Presented by: Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated
|
||
|
Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by: Kristin Carelton, Special Abilities Network |
||
|
Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by: Tricia Prewitt, |
||
|
Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
||
|
Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv |
||
|
What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek, |
||
|
Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank |
||
|
Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla |
||
|
Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
||
|
The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
||
|
Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
||
|
Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA, |
||
|
Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
||
|
LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
||
|
Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
||
|
How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
||
|
Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers |
||
|
What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ |
||
|
What Financial Planners and CPAs should know about Trusts and Estates
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting |
||
|
What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc. |
||
|
Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
||
|
Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
||
|
Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
||
|
Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
||
|
Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
||
|
An Update on Life Insurance Settlements
Presented by: Lisa Rehburg, |
||
|
Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by: Rachel Murphy, |
||
|
REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
||
|
A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company |
||
|
Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management |
||
|
How to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder |
||
|
3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz, |
||
|
Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA |
||
|
Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
||
|
Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
||
|
END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC |
||
|
Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network |
||
|
7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
||
|
Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
||
|
How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
||
|
Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |