| Title | Rating | Date and Time | |
|---|---|---|---|
 | Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, | ||
 | A Program that helps you Personalize Healthcare Cost Planning for Every Client Presented by: Michael Daley, Healthview Services | ||
 | Case-of-the-Month Review with Alan Gassman, J.D., LL.M. | ||
 | The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors Presented by: Adam Whitaker, First National Bank | ||
 | Preview of Tax Planning Masterclass with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Tariffs, Trade Tensions & the Market Outlook: What Advisors Need to Know Now Presented by: Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital | ||
 | Seven Components of Longevity Planning Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | ||
 | Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions | ||
 | The Impact of AI & Emerging Technologies on America's Economic Future Presented by: Seth Benzell, Ph.D., Stanford University Human-Centered Artificial Intelligence | ||
 | 10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know Presented by: Scott Witt, Actuary, Witt Actuarial services | ||
 | Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners Presented by: Larry Blades, Oakwood Summit | ||
 | Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries Presented by: Kristin Carleton and Nick Thompson, Esq. | ||
 | Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Financial Transition Planning Presented by: Sandy Adams, CFP®, Center for Financial Planning, Inc. | ||
 | Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Financial Experts Member Update: The Social Security Guide and more Presented by: Tom Dickson and Missy Davis | ||
 | Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Early Action, Better Results: Navigating LTCI Solutions for Younger Clients Presented by: Madolyn Reynolds, CLTC, Krause & Associates | ||
 | The Mortgage & Credit Score Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life Presented by: John Thompson, CDLP, CLA and Tiffany Cross, Credit Score Expert | ||
 | Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client Presented by: Bob Chesner, CPA, Ripp Grossman & Fitte | ||
 | The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode Presented by: Cherie Stueve, Cerefi | ||
 | Estate Planning Masterclass #1: Introduction to Estate Planning Essentials Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Decoding ETFs: Essential Insights for Financial Advisors Presented by: Jon Maier, JP Morgan Asset Management | ||
 | What Laid Off Federal Employees Need To Know Presented by: Ilene Slatko, | ||
 | 2025: Another Volatile Year for Student Loan Borrowers Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial | ||
 | The Mother of All Bubbles? Presented by: Harry Mamaysky, Ph.D, | ||
 | Connections That Count: Innovation and Empathy in Financial Advice Presented by: Dr. Emily Koochel, eMoney | ||
 | How to Discuss Cognitive Decline with Clients Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | ||
 | Mastering Health Insurance Benefits Presented by: Michella Drummond and Larry Pon, CPA, | ||
 | Planning Now For the 2026 CLIFF Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M. Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Understanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | The Repeal of WEP and GPO - The Social Security Fairness Act Presented by: Kurt Czarnowski, | ||
 | Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax Presented by: Patrick Carlson, Vanilla | ||
 | Helping Clients Peacefully Manage Day-to-Day Finances Presented by: Brian Page, | ||
 | What’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return Presented by: Larry Pon, CPA, | ||
 | 2025 Tax Bill Updates: What Financial Advisors Need to Know Now Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | The Financial State of the States: Insights from Truth in Accounting CEO Sheila Weinberg Presented by: Sheila Weinberg, Truth in Accounting | ||
 | What’s Wrong with our Young Males? Presented by: Lawrence Funderburke | ||
 | Why Our Trusts Are Different than All Other Trusts Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Mastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors Presented by: Michelle Riiska, eMoney | ||
 | A Guide to Selecting an HSA Provider Presented by: Margaret Giles and Greg Carlson | ||
 | Planning for Success: Succession and Continuity Strategies for Financial Advisors Presented by: Tim Wyman, Center for Financial Planning | ||
 | Estate Planning Masterclass Preview & Member Update Presented by: Alan Gassman, J.D., LL.M. and Tom Dickson | ||
 | Common Sense Strategies for Your Caregiving Clients: Presented by: Denise Brown, Caregiving Years Training Academy | ||
 | Goals-Based Investing: Digging Deeper with Clients for Goals Presented by: Ryan O. Murphy, Ph.D. and Sam | ||
 | The Premature Demise of the Trust-Based Estate Plan Presented by: Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group | ||
 | Navigating Alternative Investments: Expanding Your Clients’ Portfolios in 2025 Presented by: Brandon Hall, J.P. Morgan Asset Management | ||
 | Helping Charitable Giving for Financial Advisor Clients Presented by: Emily Rasmussen and Jennifer Faila, CFP®, CDFA™ | ||
 | Preparing for a Successful Business Sale with Contingent Buy-Sell Agreements, Partnership Agreements, and Non-Compete Agreements Presented by: Jake Jacobsen, J.D., AdvisorLaw | ||
 | Strategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods Presented by: Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M | ||
 | Estate Planning for Advisors: From Basics… to Brain Surgery Presented by: Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC | ||
 | Understanding Pet Insurance – Protecting Your Clients' Furry Family Members Presented by: Robert Uribe, | ||
 | Maximizing College Financial Aid with the FAFSA and Student Aid Index Presented by: Mark Kantrowitz, | ||
 | Strategies for Clients & Loved Ones with Dementia Presented by: Leah Daly, Alzheimer's Foundation of America | ||
 | Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers Presented by: Dave Reichert and Janet Messer | ||
 | Medicare and Health Insurance Options for Veterans and Federal Employees Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Optimized Investor Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street | ||
 | College Funding for Multiple Generations with Dynasty Trusts and 529 Plans Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Q&A for Retirement Account Masterclass Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | ||
 | Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies Presented by: Kristin Carelton, | ||
 | Session # 5: Tax, Trusts, and Estate Planning for IRAs Presented by: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished) | ||
 | Year-end Tax Planning and more from Bob Keebler, CPA, AEP Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Premarital Preparation Presented by: Brian Page, | ||
 | Childfree Life and Financial Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth® | ||
 | Protecting Passion Investments – What Are Your Clients Collecting? Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | See How EverSafe Works to Protect Clients from Fraud, Identity Theft and Age-Related Issues Presented by: Liz Loewy, Esq. and Howard Tischler | ||
 | Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US Presented by: Larry Pon, CPA, | ||
 | The Six Stages of Caregiving Presented by: Denise Brown and Sandy Adams, CFP® | ||
 | The Fiduciary Era for Life Insurance Presented by: Steven Zeiger, KB Financial | ||
 | Session # 4: Common IRA Questions from Advisors Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | What's New with 529 College Savings Plans? Presented by: Scott Morrison, Saving for College | ||
 | What Clients Need to Know About Buying and Selling a Home After the NAR Settlement Presented by: Darrell Done, Coldwell Banker Realty | ||
 | Session # 3: Avoiding Tax Traps for Beneficiary Distributions Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | Navigating Medicare Annual Open Enrollment: Key Changes for 2025 Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | What’s New In Long-Term Care Presented by: La Rae Mills | ||
 | Session # 2: Effective Distribution Strategies Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | 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 |