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Title Rating Date and Time
Kathleen Rehl Working Well with Widows
Presented by: Kathleen Rehl,

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92%
Denise Appleby Session # 1: Critical Rules for Moving Retirement Accounts
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,

Alan Gassman The Power of Qualified Personal Residence Trusts (QPRTs)
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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88%
Ryan Galiotto Update on President Biden's SAVE Program & Student Loan Repayment Options for Student & PARENT Borrowers
Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial

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93%
Robert Uribe The 411 on Car Rental Coverage
Presented by: Robert Uribe, BMFCE

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87%
Alexandra Nobile 5 Star Presentation on Retirement Planning
Presented by: Alexandra Nobile, J.P. Morgan Asset Management

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92%
Alan Gassman Charitable Remainder Trusts from A to Z
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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93%
Aryn Bates Insurance for Cyber Attacks
Presented by: Aryn Johnson, Marsh McLennan Agency

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91%
Jim Kernan Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors
Presented by: Jim Kernan, FNB

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80%
Ryan Murphy Unlocking the Power of Goals-Based Financial Planning
Presented by: Ryan O. Murphy, Ph.D. and Samantha Lamas

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92%
Harry Margolis Navigating Estate Planning for Clients with Diminished Capacity
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino

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85%
Joe DeMarkey Unlocking the Power of Reverse Mortgages: Advanced Strategies for Financial Advisors
Presented by: Joe DeMarkey and Michelle Riiska, ChFC

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86%
Elana Feinsmith Everything you wanted to know about Financial Therapy
Presented by: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching

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86%
Kristin Carelton Creating Opportunities for Independence in Special Needs Financial Planning
Presented by: Kristin Carelton,

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91%
Emily Rasmussen Empowering Financial Advisors to Support Giving Circles
Presented by: Emily Rasmussen and Michael Goldman, M.A., CFP®

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89%
Alan Gassman 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

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91%
Liz Loewy Elder Fraud Prevention and Cybersecurity in the Digital Age
Presented by: Liz Loewy, Esq., EverSafe

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94%
Bob Keebler Tax Strategies for Clients Selling a Business
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates

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90%
Diane Pappas Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC

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89%
Damon Wenig Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses
Presented by: Damon Wenig, MBA, CFSP, The Krause Agency

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86%
Wade Pfau Tax-Efficiency for Retirement Planning (IAR CE-eligible)
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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88%
Alan Gassman Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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83%
Tom Duffy Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

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95%
Denise Appleby Understanding the Final IRS Regulations on RMDs
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting

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97%
Melinda Unique Medicare Planning Software
Presented by: Melinda Caughill, i65 Incorporated

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93%
Tom Dickson Things Clients should KNOW before Buying in an HOA or Condo Community
Presented by: Tom Dickson, Financial Experts Network

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83%
Kevin Brady Key Facts for Clients with Qualified Small Business Stock
Presented by: Kevin Brady, CFP®, WealthSpire Advisors

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89%
Ashley Agnew Offering Financial Therapy with your Clients
Presented by: Ashley Agnew, CFT-I™, Financial Therapy Association

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92%
Erin Wood Making Client Adoption Dreams a Reality: Funding Strategies for Every Family
Presented by: Erin Wood, CFP®, CRPC®, FBS®, Carson Wealth

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90%
Clay Interesting Budgeting Tool
Presented by: Clay Raterman, Fina

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84%
Roy Ramthun Levering Health Savings Accounts for Retirement Planning
Presented by: Roy Ramthun,

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93%
Eric Ludwig Harnessing the Power of AI in Financial Planning
Presented by: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®

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87%
Bob Keebler Tax Planning Ideas for the Financial Advisor to Share with their Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA,

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91%
Alan Gassman CPA’s Guide to Estate Tax Planning – Part 1: Running the Numbers
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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87%
Denise Member Update + Retirement Account Masterclass Preview
Presented by: Tom Dickson and Denise Appleby

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Alan Gassman Estate Tax Planning from N to Z with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M.,

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88%
Kevin Clark New DOL Rules For Managing IRAs
Presented by: Kevin Clark, RF™, Plan Confidence

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90%
Liz O'Neil The Role and Responsibilities of an Executor
Presented by: Liz O'Neil. Esq.,

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90%
Lori Gubash Long Term Care Insurance Update: Part 2
Presented by: Lori Gubash, CLTC, FICF

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89%
Bob Keebler Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA,

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88%
Lori Gubash Long-Term Care Insurance Update: Part 1
Presented by: Lori Gubash, CLTC, FICF

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86%
Dave Buck Helping Clients Address Emotional and Financial Worries
Presented by: Dave Buck and Steve Krzywicki Jr., CFP®

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88%
Michelle Atlas Quinn Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw

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90%
Eric Wallace Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses
Presented by: Eric Wallace, CPA, Tax Method Changes

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88%
Nellie Akalp What Clients need to Know to Picking the Right Corporate Entity
Presented by: Nellie Akalp, CorpNet

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84%
Daniel Gleich The 411 on Owning Real Estate in A Self-Directed IRA
Presented by: Daniel Gleich, Madison Trust Company

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88%
Diane Omdahl Masterclass Session 5: Living with Medicare

94%
Alan Gassman Estate Tax Planning from A to L with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M.,

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87%
Larry Pon Masterclass Session 4: How to Avoid IRMAA
Presented by: Larry Pon, CPA,

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94%
Wade Pfau Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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93%
Diane Omdahl Masterclass Session 3: Enrolling in Medicare

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%