| Title | Rating | Date and Time | |
|---|---|---|---|
 | What’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return Presented by: Larry Pon, CPA, | ||
 | 2025 Tax Bill Updates: What Financial Advisors Need to Know Now Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | The Financial State of the States: Insights from Truth in Accounting CEO Sheila Weinberg Presented by: Sheila Weinberg, Truth in Accounting | ||
 | What’s Wrong with our Young Males? Presented by: Lawrence Funderburke | ||
 | Why Our Trusts Are Different than All Other Trusts Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Mastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors Presented by: Michelle Riiska, eMoney | ||
 | A Guide to Selecting an HSA Provider Presented by: Margaret Giles and Greg Carlson | ||
 | Planning for Success: Succession and Continuity Strategies for Financial Advisors Presented by: Tim Wyman, Center for Financial Planning | ||
 | Estate Planning Masterclass Preview & Member Update Presented by: Alan Gassman, J.D., LL.M. and Tom Dickson | ||
 | Common Sense Strategies for Your Caregiving Clients: Presented by: Denise Brown, Caregiving Years Training Academy | ||
 | Goals-Based Investing: Digging Deeper with Clients for Goals Presented by: Ryan O. Murphy, Ph.D. and Sam | ||
 | The 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 | ||
 | Navigating Alternative Investments: Expanding Your Clients’ Portfolios in 2025 Presented by: Brandon Hall, J.P. Morgan Asset Management | ||
 | Helping Charitable Giving for Financial Advisor Clients Presented by: Emily Rasmussen and Jennifer Faila, CFP®, CDFA™ | ||
 | Preparing for a Successful Business Sale with Contingent Buy-Sell Agreements, Partnership Agreements, and Non-Compete Agreements Presented by: Jake Jacobsen, J.D., AdvisorLaw | ||
 | Strategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods Presented by: Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M | ||
 | Estate Planning for Advisors: From Basics… to Brain Surgery Presented by: Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC | ||
 | Understanding Pet Insurance – Protecting Your Clients' Furry Family Members Presented by: Robert Uribe, | ||
 | Maximizing College Financial Aid with the FAFSA and Student Aid Index Presented by: Mark Kantrowitz, | ||
 | Strategies for Clients & Loved Ones with Dementia Presented by: Leah Daly, Alzheimer's Foundation of America | ||
 | Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers Presented by: Dave Reichert and Janet Messer | ||
 | Medicare and Health Insurance Options for Veterans and Federal Employees Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Optimized Investor Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street | ||
 | College Funding for Multiple Generations with Dynasty Trusts and 529 Plans Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Q&A for Retirement Account Masterclass Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | ||
 | Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies Presented by: Kristin Carelton, | ||
 | Session # 5: Tax, Trusts, and Estate Planning for IRAs Presented by: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished) | ||
 | Year-end Tax Planning and more from Bob Keebler, CPA, AEP Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Premarital Preparation Presented by: Brian Page, | ||
 | Childfree Life and Financial Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth® | ||
 | Protecting Passion Investments – What Are Your Clients Collecting? Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | See How EverSafe Works to Protect Clients from Fraud, Identity Theft and Age-Related Issues Presented by: Liz Loewy, Esq. and Howard Tischler | ||
 | Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US Presented by: Larry Pon, CPA, | ||
 | The Six Stages of Caregiving Presented by: Denise Brown and Sandy Adams, CFP® | ||
 | The Fiduciary Era for Life Insurance Presented by: Steven Zeiger, KB Financial | ||
 | Session # 4: Common IRA Questions from Advisors Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | What's New with 529 College Savings Plans? Presented by: Scott Morrison, Saving for College | ||
 | What Clients Need to Know About Buying and Selling a Home After the NAR Settlement Presented by: Darrell Done, Coldwell Banker Realty | ||
 | Session # 3: Avoiding Tax Traps for Beneficiary Distributions Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | Navigating Medicare Annual Open Enrollment: Key Changes for 2025 Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | What’s New In Long-Term Care Presented by: La Rae Mills | ||
 | Session # 2: Effective Distribution Strategies Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | Working Well with Widows Presented by: Kathleen Rehl, | ||
 | Session # 1: Critical Rules for Moving Retirement Accounts Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | The Power of Qualified Personal Residence Trusts (QPRTs) Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Update on President Biden's SAVE Program & Student Loan Repayment Options for Student & PARENT Borrowers Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial | ||
 | The 411 on Car Rental Coverage Presented by: Robert Uribe, BMFCE | ||
 | 5 Star Presentation on Retirement Planning Presented by: Alexandra Nobile, J.P. Morgan Asset Management | ||
 | Charitable Remainder Trusts from A to Z Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Insurance for Cyber Attacks Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors Presented by: Jim Kernan, FNB | ||
 | Unlocking the Power of Goals-Based Financial Planning Presented by: Ryan O. Murphy, Ph.D. and Samantha Lamas | ||
 | Navigating Estate Planning for Clients with Diminished Capacity Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino | ||
 | Unlocking the Power of Reverse Mortgages: Advanced Strategies for Financial Advisors Presented by: Joe DeMarkey and Michelle Riiska, ChFC | ||
 | Everything you wanted to know about Financial Therapy Presented by: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching | ||
 | Creating Opportunities for Independence in Special Needs Financial Planning Presented by: Kristin Carelton, | ||
 | Empowering Financial Advisors to Support Giving Circles Presented by: Emily Rasmussen and Michael Goldman, M.A., CFP® | ||
 | 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 | ||
 | Elder Fraud Prevention and Cybersecurity in the Digital Age Presented by: Liz Loewy, Esq., EverSafe | ||
 | Tax Strategies for Clients Selling a Business Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC | ||
 | Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses Presented by: Damon Wenig, MBA, CFSP, The Krause Agency | ||
 | Tax-Efficiency for Retirement Planning (IAR CE-eligible) Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026 Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Ethics CE for CFPs Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC | ||
 | Understanding the Final IRS Regulations on RMDs Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting | ||
 | Unique Medicare Planning Software Presented by: Melinda Caughill, i65 Incorporated | ||
 | Things Clients should KNOW before Buying in an HOA or Condo Community Presented by: Tom Dickson, Financial Experts Network | ||
 | Key Facts for Clients with Qualified Small Business Stock Presented by: Kevin Brady, CFP®, WealthSpire Advisors | ||
 | Offering Financial Therapy with your Clients Presented by: Ashley Agnew, CFT-I™, Financial Therapy Association | ||
 | Making Client Adoption Dreams a Reality: Funding Strategies for Every Family Presented by: Erin Wood, CFP®, CRPC®, FBS®, Carson Wealth | ||
 | Interesting Budgeting Tool Presented by: Clay Raterman, Fina | ||
 | Levering Health Savings Accounts for Retirement Planning Presented by: Roy Ramthun, | ||
 | Harnessing the Power of AI in Financial Planning Presented by: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF® | ||
 | Tax Planning Ideas for the Financial Advisor to Share with their Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, | ||
 | CPA’s Guide to Estate Tax Planning – Part 1: Running the Numbers Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Member Update + Retirement Account Masterclass Preview Presented by: Tom Dickson and Denise Appleby | ||
 | Estate Tax Planning from N to Z with Alan Gassman Presented by: Alan Gassman, J.D., LL.M., | ||
 | New DOL Rules For Managing IRAs Presented by: Kevin Clark, RF™, Plan Confidence | ||
 | The Role and Responsibilities of an Executor Presented by: Liz O'Neil. Esq., | ||
 | Long Term Care Insurance Update: Part 2 Presented by: Lori Gubash, CLTC, FICF | ||
 | Estate Planning for IRAs in Second Marriages: Navigating Complexities Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, | ||
 | Long-Term Care Insurance Update: Part 1 Presented by: Lori Gubash, CLTC, FICF | ||
 | Helping Clients Address Emotional and Financial Worries Presented by: Dave Buck and Steve Krzywicki Jr., CFP® | ||
 | Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses Presented by: Eric Wallace, CPA, Tax Method Changes | ||
 | What Clients need to Know to Picking the Right Corporate Entity Presented by: Nellie Akalp, CorpNet | ||
 | The 411 on Owning Real Estate in A Self-Directed IRA Presented by: Daniel Gleich, Madison Trust Company | ||
 | Masterclass Session 5: Living with Medicare | ||
 | Estate Tax Planning from A to L with Alan Gassman Presented by: Alan Gassman, J.D., LL.M., | ||
 | Masterclass Session 4: How to Avoid IRMAA Presented by: Larry Pon, CPA, | ||
 | Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Masterclass Session 3: Enrolling in Medicare | ||
 | Learn Social Security from A to Z from an Expert Presented by: Kurt Czarnowski, | ||
 | Advice on How Clients Can Avoid AI Scams Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino | ||
 | Masterclass Session 2: Getting to know Medicare | ||
 | Ethics and Fiduciary Duties in Investment Advisory Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Common Compliance Deficiencies for Investment Adviser Representatives Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Financial Planning for LGBTQ Clients Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute | ||
 | Masterclass Session 1: Preparing for Medicare Presented by: Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated |