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Webinar title Ratings Date & Time
Louise Schroeder Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder,
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Kevin McNee Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company
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Matthew Rappaport A Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP
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Dale Krause Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates
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Diane Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl
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Ric Edelman Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals
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Stevyn Guinnip Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy
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Karen Weiskopf Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA
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Laurie Steiner Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
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David Blanchett (Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM
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Robert Laura Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC,
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Tim Burke Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ®
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Test for Add-on Charge with Missy

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Sue Chesney Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo
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Bob Keebler Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Gordon Stein Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by: Gordon Stein, BESc, MBA, CSC, CFEI,
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Michelle Atlas Quinn How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Lisa Rehburg 5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg,
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Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 2

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Edward McQuarrie Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie,
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Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 1

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Andy Panko How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial
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Matt Carpenter Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro
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Kevin Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law
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Laurie Steiner The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
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Jodi Clock The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock,
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Harry Margolis Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
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Ben Lacomis All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com
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Bob Keebler Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Aryn Bates Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall
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Christina Livadary The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner®
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Larry Pon Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA,
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Wade Pfau Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®,
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Scott Snider How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA
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Jim Dilellio Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University
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Jan The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts
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Tom Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network
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Patty Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked
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Tom The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network
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Corey What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com
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Bill Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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Fox How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E
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Derek How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business
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Lisa Rehburg How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements
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Olivia Summerhill Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill,
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Travis Parry Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Presented by: Dr. Travis Parry, Make Time Institute
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George Kinder Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt
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Kevin Robertson Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank
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Ben Lacomis How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®,
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Phil Lubinski Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D.
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Lori Gubash Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency
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Peter Nolan Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera
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Libby Boatwright The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,
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Nate Wilson The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement
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Tiffany Ballard Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP®
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Mark Wilson Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com
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Kevin Robertson Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank
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Bruce Bond ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management
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Aryn Bates The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor
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Mark Kantrowitz How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz,
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Larry Pon What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA,
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Joe Elsasser Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP,
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Jean Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
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Marc Kiner Situational Social Security
Presented by: Marc Kiner, CPA,
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Griffin Kale Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan
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Megan McCoy Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University
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Tom Duffy CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC
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Ric Edelman Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman,
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Joe Messinger The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro
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Josh Yager The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
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Heather Jarvis Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq.,
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Larry Pon Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA,
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Bill International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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Graham Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs
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Jody Lowe PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications
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Edward Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University
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Tiffany Cross Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair
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Jimmy Atkinson How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler
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Larry Pon Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson
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Brian Leitner Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors
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Kevin Robertson HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank
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Derek ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University
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George Kinder How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning
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Carla Donnelly Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP
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Gary Zimmerman Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com
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Scott Stolz Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets
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Beau McBride A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp
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Alan Gassman Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M.,
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Greg Geisler The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
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Tom Dickson Member Update and Training
Presented by: Tom Dickson, Financial Experts Network
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Annalee Kruger Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc.
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Bill Greiner Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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Greg Geisler The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
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Jeff Rattiner CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner,
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Chris Brady Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp.
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Brett Munster What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp
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Lori Gubash The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M.
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Marcus Foote A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge
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Dave Francis One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot
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Larry Pon How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA,
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