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Webinar title Date & Time
Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
Marc Kiner
Situational Social Security
Presented by: Marc Kiner, CPA,
Griffin Kale
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan
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
Tom Duffy
CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC
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,
Joe Messinger
The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro
Josh Yager
The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
Heather Jarvis
Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq.,
Larry Pon
Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA,
International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs
Jody Lowe
PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications
Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University
Tiffany Cross
Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair
Jimmy Atkinson
How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler
Larry Pon
Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson
Brian Leitner
Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors
Kevin Robertson
HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank
ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University
George Kinder
How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning
Carla Donnelly
Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP
Gary Zimmerman
Interesting Short-Term Investments
Presented by: Gary Zimmerman,
Scott Stolz
Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets
Beau McBride
A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp
Alan Gassman
Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M.,
Greg Geisler
The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
Tom Dickson
Member Update and Training
Presented by: Tom Dickson, Financial Experts Network
Annalee Kruger
Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc.
Bill Greiner
Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
Greg Geisler
The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
Jeff Rattiner
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner,
Chris Brady
Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp.
Brett Munster
What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp
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.
Marcus Foote
A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge
Dave Francis
One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot
Larry Pon
How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA,
Steve Mancini
Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore
Chris Abbott
Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management
Laurie Steiner
The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner,
Edward McQuarrie
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
Derek Horstmeyer
Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University
Larry Ponn
Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA,
Melinda Caughill
Medicare Optimization
Presented by: Melinda Caughill,
Andrea Feirstein
State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow
Diane Pearson
Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq.
Wade Pfau
Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services
Scott Stolz
How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets
Steve Loeb
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb,
Ed Mercier
A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne
Dale Krause
Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial
Larry Pon
Early Distribution Exceptions
Presented by: Larry Pon, CPA,
Roy Ramthun
The Power of Health Savings Accounts
Presented by: Roy Ramthun,
Saki Kurose
Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists
Frank Piscitelli
1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Presented by: Frank Piscitelli and Chris Carr
Joe Messinger
How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro
Tiffany Cross
The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross,
Brad Gornot
IMMEDIATE Tax Savings from Future Annual Charitable Gifts – NOW is the Time to Take a Closer Look at the “iCLAT”
Presented by: Brad Gornto, Esq., LL.M and Sam Landman, Esq.
Jim Dilellio
Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School
Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network
Larry Pon
How To Plan With the New 1040
Presented by: Larry Pon, CPA,
Chris Hastings
Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings,
Jed Collins
Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle
Dale Krause
Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M.,
Larry Pon
Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA,
Laurien Steiner
Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq.,
Larry Kotlikoff
Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff,
Dave Goldman
Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex
Scott Stolz
Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets
Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP
Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network
Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz,
Heather Jarvis
The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq.,
The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP®
Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital
Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan
Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon,
Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing
Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
Possible Changes in Tax Legislation: What You Need to Know and How to Demonstrate the Impact of Changes
Presented by: Celeste Revelli, CFP® and Michelle Riiska, ChFC®
Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick
Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech
Bob Vandy
A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy
Tiffany Cross
Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair
Mark Wilson
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®,
Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau
Melinda Caughill
Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65
Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine
Steve Mancini
A Case Study in Advanced Estate Planning
Presented by: Steve Mancini,
Elizabeth Rose
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage
FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz,
Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets
Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)
Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz
Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski,
A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker
The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman