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Title Rating Date and Time
Diane Omdahl Masterclass Session 3: Enrolling in Medicare

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93%
Kurt Czarnowski Learn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski,

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90%
Steven Weisman Advice on How Clients Can Avoid AI Scams
Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino

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92%
Diane Omdahl Masterclass Session 2: Getting to know Medicare

91%
Michelle Atlas Quinn Ethics and Fiduciary Duties in Investment Advisory
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw

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91%
Michelle Atlas Quinn Common Compliance Deficiencies for Investment Adviser Representatives
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw

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91%
George Schein Financial Planning for LGBTQ Clients
Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute

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91%
Diane Omdahl Masterclass Session 1: Preparing for Medicare
Presented by: Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated

95%
Kristin Carelton Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by: Kristin Carelton, Special Abilities Network

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90%
Tricia Prewitt Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by: Tricia Prewitt,

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90%
Dale Krause Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by: Dale Krause, J.D., LL.M., Krause & Associates

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94%
Tiffany Cross Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv

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91%
Kathi Balasek What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek,

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90%
Mike Crossett Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank

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83%
Patrick Carlson Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla

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90%
Sean Brown Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts

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96%
Harry Mamaysky The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital

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82%
Melinda Caughill Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert,

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Larry Pon Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA,

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90%
Kate Guillen Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps

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Jessica Oliveria LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn

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88%
Matt Goren Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi

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85%
John Dolan How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan,

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80%
Wade Pfau Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers

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85%
Joe Endres What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ

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97%
Bob Keebler What Financial Planners and CPAs should know about Trusts and Estates
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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93%
Denise Appleby How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting

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93%
Nellie Akalp What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc.

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83%
Erik Hayden Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate

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83%
Matt Carpenter Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough

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87%
David Blanchett Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions

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90%
Kevin Brady Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP®

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93%
Larry Pon Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA,

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90%
Lisa Rehburg An Update on Life Insurance Settlements
Presented by: Lisa Rehburg,

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92%
Alan Gassman Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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87%
Rachel Murphy A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by: Rachel Murphy,

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83%
Paul Hamann REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc.

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95%
Ruth Schau A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company

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87%
David Gourley Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management

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89%
Multiple speakers How to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder

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75%
Tina Corner Stolz 3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz,

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96%
Mike Slaughter Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA

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82%
Larry Pon Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA,

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91%
Ilene Slatko Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko,

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86%
Rick Fingerman END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC

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92%
TD Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network

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Dave Buck 7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs

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90%
Larry K. Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com

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87%
Andy How Direct Indexing Works
Presented by: Andy Rosenberger, Orion

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81%
Megan McCoy Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University

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87%
Kristin Carelton Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski

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86%
Tim Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law

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92%
Dan Williams Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp.

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88%
John Thompson Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger

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88%
Michael Collins What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial

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81%
Lee Slavutin Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU,

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90%
Anthony Venette Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co.

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83%
Peter Linneman State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers

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86%
Bob Keebler Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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91%
Laurence Black A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Presented by: Laurence Black, The Index Standard

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86%
Larry Pon Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA

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89%
Ted Denbow Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital

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84%
Jerry Michael What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf

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73%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

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91%
Harry Mamaysky Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and

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80%
Denise Appleby Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting

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90%
Eric Brotman The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors

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86%
David Leo 8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo,

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83%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

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91%
Mark Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz,

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85%
Larry Pon How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA,

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84%
Tom Duffy Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

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95%
Amy Mullen Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient

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86%
Harry Margolis Risking Old Age in America
Presented by: Harry S. Margolis, Esq.,

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84%
Allan Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC

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81%
Ilene Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting

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85%
Kate Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps

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84%
Judy Jansen Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA

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79%
Stuart Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com

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85%
Louis Tenenbaum Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics

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88%
Paul Peeler Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group

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88%
Jennifer Reeder Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America

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92%
Nikki Buckelew Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute

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85%
David Blanchett Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions

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87%
Lori Gubash End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates

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96%
Melinda Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated

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96%
Tom Dickson Tom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson

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Shain Urwin Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones

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92%
Bob Keebler Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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90%
Scott Cloud Which Type of Retirement Plan is Best for a Business Owner
Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company

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91%
Brad Gronto A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M,

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92%
Drew Schlotter What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management

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85%
Erin Luczak Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI

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88%
Marc Butler Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT

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81%
Eido Walny Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group

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89%
Larry Pon 529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA,

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88%
Daniel Gleich Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company

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85%
Kol Peterson A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by: Kol Peterson, Accessory Dwelling Strategies

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79%
Brad Gornot A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
Presented by: Brad Gornto, JD, LL.M,

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91%
Christine Switzer How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments

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81%