| Webinar title | Ratings | Date & Time | |
|---|---|---|---|
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Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, Learn More > |
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Drive Growth and Deeper Client Relationships with the RISA - Session 1
Learn More > |
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How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial Learn More > |
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Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro Learn More > |
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Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law Learn More > |
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The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. Learn More > |
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The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock, Learn More > |
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Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino Learn More > |
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All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com Learn More > |
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Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More > |
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Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall Learn More > |
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The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® Learn More > |
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Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, Learn More > |
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Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®, Learn More > |
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How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA Learn More > |
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University Learn More > |
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The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts Learn More > |
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Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked Learn More > |
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The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com Learn More > |
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Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors Learn More > |
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How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E Learn More > |
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How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business Learn More > |
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How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements Learn More > |
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Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, Learn More > |
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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 Learn More > |
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Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt Learn More > |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank Learn More > |
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How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, Learn More > |
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Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. Learn More > |
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Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency Learn More > |
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Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera Learn More > |
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The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, Learn More > |
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The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement Learn More > |
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Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® Learn More > |
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Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com Learn More > |
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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank Learn More > |
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ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management Learn More > |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor Learn More > |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, Learn More > |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, Learn More > |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, Learn More > |
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Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment Learn More > |
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Situational Social Security
Presented by: Marc Kiner, CPA, Learn More > |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan Learn More > |
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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 Learn More > |
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CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC Learn More > |
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Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman, Learn More > |
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The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro Learn More > |
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The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors Learn More > |
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Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., Learn More > |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, Learn More > |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors Learn More > |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs Learn More > |
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PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications Learn More > |
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Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University Learn More > |
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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair Learn More > |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler Learn More > |
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Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson Learn More > |
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Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors Learn More > |
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HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank Learn More > |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University Learn More > |
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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning Learn More > |
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Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP Learn More > |
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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com Learn More > |
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Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets Learn More > |
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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp Learn More > |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., Learn More > |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University Learn More > |
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Member Update and Training
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. Learn More > |
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Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors Learn More > |
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University Learn More > |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, Learn More > |
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Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. Learn More > |
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What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp Learn More > |
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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. Learn More > |
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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge Learn More > |
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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot Learn More > |
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How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, Learn More > |
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Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore Learn More > |
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Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management Learn More > |
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, Learn More > |
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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 Learn More > |
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Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University Learn More > |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, Learn More > |
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Medicare Optimization
Presented by: Melinda Caughill, Learn More > |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow Learn More > |
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Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. Learn More > |
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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 Learn More > |
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How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets Learn More > |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, Learn More > |
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A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne Learn More > |
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Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial Learn More > |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, Learn More > |
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The Power of Health Savings Accounts
Presented by: Roy Ramthun, Learn More > |
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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists Learn More > |
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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 Learn More > |
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro Learn More > |