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Webinar title Date & Time
The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons
The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor
How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners
A Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing
Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com
Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors
Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards
Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance
Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP
Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq.
Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.
COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica
New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq.
Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.
COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending
Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming
Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq.
Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP®
Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management
Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs
Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson
Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant
Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant
Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager
"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer
Expert Panel on SBA Loans under the CARES Act
Presented by: and
Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy
Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts
Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq.
Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts
Expert Panel on 401(k), IRA and SBA Loans under the CARES Act
Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP
Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum
The Impact of Presidential Politics on The Markets
Presented by: Ben Phillips, CFA
How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau
Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena
Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson
Expert Insights on College Admissions, Financial Aid and SAT/ACT Tests
Presented by: Leslie Watson, College Admissions Counselor: Matt Carpenter, College Financial Aid Expert; Hoon Kim, Test Prep Expert
A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding
Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer
CFP® Board Ethics CE Program (2 hours)
Presented by: Jeff Rattiner
Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG
Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer
Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS®
Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO
Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA
What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA
Rethinking Bond Investing
Presented by: Steve Shaw
ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth
Must-See FinTech for Financial Advisors
Presented by: 5 Innovators
Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod
Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler
Filing out the Fafsa form
Presented by: Mark Kantrowitz
Understanding how Annuities Work with Wade Pfau
Presented by: Wade Pfau, PhD, CFA
Today's LTCi Options for Financial Advisors and Planners
Presented by: Tom Riekse
Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter
Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU®
Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz
Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod
What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor
What's Possible Today with Social Security
Presented by: John O'Connor
Financial Planner's Ethical Dominance: 2 CE Ethics Credits
Presented by: Jeff Rattiner, CFP
Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA
The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson
Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner
The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed.
The Search for Better Retirement Income Solutions
Presented by: Michael Finke