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Webinar title Date & Time
Help Clients Generate IMMEDIATE Tax Savings this Year from Their Future Gifts to Charity – Meet the iCLAT
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman
Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer
Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets
How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson
Joe Elsasser
Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum
How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners
Ray Giese
Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese,
Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals
Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine
The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP,
Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, Rattiner Financial
Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC
Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto
A 1031 Exchange Case Study + NEW Website Features
Presented by: Tom Dickson and Frank Piscitelli
Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard
The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman,
Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter
Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group
How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock
Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC
Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks
Melinda Caughill
What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill,
Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy
Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group
Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff
Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial
Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network
The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group
Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University
Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group
The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer
Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic
Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services
The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan
President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments
Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network
Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum
Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP®
Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP
The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun,
No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management
Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo
The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck
Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing
Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq.
Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons
Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network
Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd
Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski,
Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy
The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair
Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning
Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center
Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter
Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff
Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network
10 Ways Out of Highly Appreciated Property and Getting Off the 1031 Exchange Train Without Having to Die
Presented by: Joe Strazzeri, Esq., Strazzeri, Mancini, LLP
PayCheck Protection Loans: Are Expenses funded by "Forgiveable" PPP Loans Deductible or Not? If so, when?
Presented by: Bradley Burnett, Bradley Burnett Tax Seminars, Ltd.
Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com
Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director
The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
Annuities in the Age of COVID: How and When to Use them in a Financial Plan
Presented by: David Lau, CEO and Founder
The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons
The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor
How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners
A Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing
Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com
Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors
Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards
Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance
Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP
Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq.
Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.
COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica
New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq.
Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.
COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending
Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming
Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq.
Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP®
Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management
Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs
Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson
Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant
Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant
Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager
"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer
Expert Panel on SBA Loans under the CARES Act
Presented by: and
Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy
Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts
Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq.