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TitleRatingDate and Time
Amos NadlerThe Optimized Investor
Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street

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Alan GassmanCollege Funding for Multiple Generations with Dynasty Trusts and 529 Plans
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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Denise ApplebyQ&A for Retirement Account Masterclass
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Kristin CareltonSpecial Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies
Presented by: Kristin Carelton,

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Bob KeeblerSession # 5: Tax, Trusts, and Estate Planning for IRAs
Presented by: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished)

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Bob KeeblerYear-end Tax Planning and more from Bob Keebler, CPA, AEP
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates

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Brian PagePremarital Preparation
Presented by: Brian Page,

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JayChildfree Life and Financial Planning
Presented by: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth®

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Aryn JohnsonProtecting Passion Investments – What Are Your Clients Collecting?
Presented by: Aryn Johnson, Marsh McLennan Agency

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Liz See How EverSafe Works to Protect Clients from Fraud, Identity Theft and Age-Related Issues
Presented by: Liz Loewy, Esq. and Howard Tischler

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Larry PonRedemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US
Presented by: Larry Pon, CPA,

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Denise BrownThe Six Stages of Caregiving
Presented by: Denise Brown and Sandy Adams, CFP®

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Steven ZeigerThe Fiduciary Era for Life Insurance
Presented by: Steven Zeiger, KB Financial

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Denise ApplebySession # 4: Common IRA Questions from Advisors
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,

Scott MorrisonWhat's New with 529 College Savings Plans?
Presented by: Scott Morrison, Saving for College

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Darrell DoneWhat Clients Need to Know About Buying and Selling a Home After the NAR Settlement
Presented by: Darrell Done, Coldwell Banker Realty

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Denise ApplebySession # 3: Avoiding Tax Traps for Beneficiary Distributions
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,

Melinda CaughillNavigating Medicare Annual Open Enrollment: Key Changes for 2025
Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated

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La Rae MillsWhat’s New In Long-Term Care
Presented by: La Rae Mills

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Denise ApplebySession # 2: Effective Distribution Strategies
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,

Kathleen RehlWorking Well with Widows
Presented by: Kathleen Rehl,

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

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

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Ryan GaliottoUpdate 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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Robert UribeThe 411 on Car Rental Coverage
Presented by: Robert Uribe, BMFCE

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Alexandra Nobile5 Star Presentation on Retirement Planning
Presented by: Alexandra Nobile, J.P. Morgan Asset Management

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

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Aryn BatesInsurance for Cyber Attacks
Presented by: Aryn Johnson, Marsh McLennan Agency

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

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

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

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

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

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Kristin CareltonCreating Opportunities for Independence in Special Needs Financial Planning
Presented by: Kristin Carelton,

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

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Alan GassmanEstate 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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Liz LoewyElder Fraud Prevention and Cybersecurity in the Digital Age
Presented by: Liz Loewy, Esq., EverSafe

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

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Diane PappasNavigating 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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Damon WenigFunding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses
Presented by: Damon Wenig, MBA, CFSP, The Krause Agency

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

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

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Tom DuffyEthics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

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

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MelindaUnique Medicare Planning Software
Presented by: Melinda Caughill, i65 Incorporated

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

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

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

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

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ClayInteresting Budgeting Tool
Presented by: Clay Raterman, Fina

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Roy RamthunLevering Health Savings Accounts for Retirement Planning
Presented by: Roy Ramthun,

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Eric LudwigHarnessing 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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Bob KeeblerTax Planning Ideas for the Financial Advisor to Share with their Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA,

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Alan GassmanCPA’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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DeniseMember Update + Retirement Account Masterclass Preview
Presented by: Tom Dickson and Denise Appleby

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

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Kevin ClarkNew DOL Rules For Managing IRAs
Presented by: Kevin Clark, RF™, Plan Confidence

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

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Lori GubashLong Term Care Insurance Update: Part 2
Presented by: Lori Gubash, CLTC, FICF

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

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Lori GubashLong-Term Care Insurance Update: Part 1
Presented by: Lori Gubash, CLTC, FICF

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

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Michelle Atlas QuinnNavigating 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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Eric WallaceTax Method Changes for Clients with Real Estate and/or Middle-Market Businesses
Presented by: Eric Wallace, CPA, Tax Method Changes

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

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

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Diane OmdahlMasterclass Session 5: Living with Medicare

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

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Larry PonMasterclass Session 4: How to Avoid IRMAA
Presented by: Larry Pon, CPA,

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Wade PfauWade 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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Diane OmdahlMasterclass Session 3: Enrolling in Medicare

Kurt CzarnowskiLearn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski,

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Steven WeismanAdvice 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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Diane OmdahlMasterclass Session 2: Getting to know Medicare

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

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

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

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

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

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

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

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Tiffany CrossOptimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv

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

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

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Patrick CarlsonBasis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla

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Sean BrownPowerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts

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Harry MamayskyThe Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital

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

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

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Kate GuillenOrganization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps

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

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

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John DolanHow Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan,

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Wade PfauEvaluating 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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Joe EndresWhat Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ

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Bob KeeblerWhat 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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Denise ApplebyHow to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting

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

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Erik HaydenRoth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate

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Matt CarpenterHelp Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough

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