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TitleRatingDate and Time
Seth BenzellThe Impact of AI & Emerging Technologies on America's Economic Future
Presented by: Seth Benzell, Ph.D., Stanford University Human-Centered Artificial Intelligence

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Scott Witt10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
Presented by: Scott Witt, Actuary, Witt Actuarial services

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Larry BladesCash Balance Plans - A Tax & Retirement Strategy for High Income Owners
Presented by: Larry Blades, Oakwood Summit

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Kristin CareltonBeyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries
Presented by: Kristin Carleton and Nick Thompson, Esq.

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Alan GassmanEstate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

Sandy AdamsFinancial Transition Planning
Presented by: Sandy Adams, CFP®, Center for Financial Planning, Inc.

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Alan GassmanEstate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

Tom DicksonFinancial Experts Member Update: The Social Security Guide and more
Presented by: Tom Dickson and Missy Davis

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Alan GassmanEstate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

Madolyn ReynoldsEarly Action, Better Results: Navigating LTCI Solutions for Younger Clients
Presented by: Madolyn Reynolds, CLTC, Krause & Associates

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John ThompsonThe 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

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Alan GassmanEstate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

Bob ChesnerUnderstanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client
Presented by: Bob Chesner, CPA, Ripp Grossman & Fitte

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Cherie StueveThe Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode
Presented by: Cherie Stueve, Cerefi

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Alan GassmanEstate Planning Masterclass #1: Introduction to Estate Planning Essentials
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

Jon MaierDecoding ETFs: Essential Insights for Financial Advisors
Presented by: Jon Maier, JP Morgan Asset Management

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Ilene SlatkoWhat Laid Off Federal Employees Need To Know
Presented by: Ilene Slatko,

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Ryan Galiotto2025: Another Volatile Year for Student Loan Borrowers
Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial

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Harry Mamaysky, Ph.D., QuantStreet CapitalThe Mother of All Bubbles?
Presented by: Harry Mamaysky, Ph.D,

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EmilyConnections That Count: Innovation and Empathy in Financial Advice
Presented by: Dr. Emily Koochel, eMoney

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Chris HeyeHow to Discuss Cognitive Decline with Clients
Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning

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Michella DrummondMastering Health Insurance Benefits
Presented by: Michella Drummond and Larry Pon, CPA,

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Bob KeeblerPlanning Now For the 2026 CLIFF
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates

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Alan GassmanPreview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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Aryn JohnsonUnderstanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires
Presented by: Aryn Johnson, Marsh McLennan Agency

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Kurt CzarnowskiThe Repeal of WEP and GPO - The Social Security Fairness Act
Presented by: Kurt Czarnowski,

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Patrick CarlsonPlanning for the Next Gen: Navigating the Generation Skipping Transfer Tax
Presented by: Patrick Carlson, Vanilla

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Brian PageHelping Clients Peacefully Manage Day-to-Day Finances
Presented by: Brian Page,

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Larry PonWhat’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return
Presented by: Larry Pon, CPA,

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Bob Keebler2025 Tax Bill Updates: What Financial Advisors Need to Know Now
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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Sheila WeinbergThe Financial State of the States: Insights from Truth in Accounting CEO Sheila Weinberg
Presented by: Sheila Weinberg, Truth in Accounting

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Lawrence FunderburkeWhat’s Wrong with our Young Males?
Presented by: Lawrence Funderburke

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Alan GassmanWhy Our Trusts Are Different than All Other Trusts
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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MichelleMastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors
Presented by: Michelle Riiska, eMoney

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Margaret GilesA Guide to Selecting an HSA Provider
Presented by: Margaret Giles and Greg Carlson

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Tim WymanPlanning for Success: Succession and Continuity Strategies for Financial Advisors
Presented by: Tim Wyman, Center for Financial Planning

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Alan GassmanEstate Planning Masterclass Preview & Member Update
Presented by: Alan Gassman, J.D., LL.M. and Tom Dickson

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Denise BrownCommon Sense Strategies for Your Caregiving Clients:
Presented by: Denise Brown, Caregiving Years Training Academy

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Ryan MurphyGoals-Based Investing: Digging Deeper with Clients for Goals
Presented by: Ryan O. Murphy, Ph.D. and Sam

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Scott LevinThe 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

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Brandon HallNavigating Alternative Investments: Expanding Your Clients’ Portfolios in 2025
Presented by: Brandon Hall, J.P. Morgan Asset Management

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Emily RasmussenHelping Charitable Giving for Financial Advisor Clients
Presented by: Emily Rasmussen and Jennifer Faila, CFP®, CDFA™

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Jake JacobsenPreparing for a Successful Business Sale with Contingent Buy-Sell Agreements, Partnership Agreements, and Non-Compete Agreements
Presented by: Jake Jacobsen, J.D., AdvisorLaw

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Rich ArzagaStrategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods
Presented by: Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M

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Jeremy CurtisEstate Planning for Advisors: From Basics… to Brain Surgery
Presented by: Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC

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Robert UribeUnderstanding Pet Insurance – Protecting Your Clients' Furry Family Members
Presented by: Robert Uribe,

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Mark KantrowitzMaximizing College Financial Aid with the FAFSA and Student Aid Index
Presented by: Mark Kantrowitz,

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Leah DalyStrategies for Clients & Loved Ones with Dementia
Presented by: Leah Daly, Alzheimer's Foundation of America

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Dave ReichertOutsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers
Presented by: Dave Reichert and Janet Messer

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Melinda CaughillMedicare and Health Insurance Options for Veterans and Federal Employees
Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated

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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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