| Title Sort descending | Rating | Date and Time | |
|---|---|---|---|
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
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Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., |
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Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
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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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Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services |
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Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®, |
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Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson |
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Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group |
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Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment |
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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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What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay, |
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What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA |
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What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc. |
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What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ |
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What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill, |
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What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank |
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What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp |
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What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com |
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What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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What 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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What is the ‘Right’ Option for a Spouse Beneficiary?
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting |
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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, |
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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer |
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What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek, |
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What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management |
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What's Possible Today with Social Security
Presented by: John O'Connor |
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What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor |
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What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial |
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When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University |
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Which Type of Retirement Plan is Best for a Business Owner
Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company |
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Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. |
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Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
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Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler |
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Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network |
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Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy |
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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, |
