| Title Sort ascending | Rating | Date and Time | |
|---|---|---|---|
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Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum |
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Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones |
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Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
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Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, |
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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift, |
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Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists |
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Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
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Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff |
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Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., |
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Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. |
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Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com |
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Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo |
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Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management |
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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 |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
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State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
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Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law |
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Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65 |
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Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum |
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Situational Social Security
Presented by: Marc Kiner, CPA, |
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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
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Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff |
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Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs |
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Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq. |
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Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, |
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Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC |
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Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
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Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
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Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski, |
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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon |
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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto |
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Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA |
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Rethinking Bond Investing
Presented by: Steve Shaw |
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Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
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Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
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Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
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REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
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Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP® |
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Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP |
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Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, |
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Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
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Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
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Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq. |
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Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ® |
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Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
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President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments |
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Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
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Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP® |
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PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications |
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Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
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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® |
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Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University |
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Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks |
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Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital |
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Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall |
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Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq. |
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PayCheck Protection Loans: Are Expenses funded by "Forgiveable" PPP Loans Deductible or Not? If so, when?
Presented by: Bradley Burnett, Bradley Burnett Tax Seminars, Ltd. |
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Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
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Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair |
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|
Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law |
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|
One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot |
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|
Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC |
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No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management |
||
|
|
New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq. |
||
|
Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
||
|
|
Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO |
||
|
Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA |
||
|
Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
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|
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, |
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|
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management |
||
|
|
Must-See FinTech for Financial Advisors
Presented by: 5 Innovators |
||
|
|
Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer |
||
|
Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law |
||
|
|
Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager |
||
|
Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. |
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|
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan |
||
|
|
Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |
||
|
|
Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson |
||
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|
Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life |
||
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|
Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo |
||
|
|
Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG |
||
|
|
Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network |
||
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Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network |
||
|
Member Update and Training
Presented by: Tom Dickson, Financial Experts Network |
||
|
Medicare Optimization
Presented by: Melinda Caughill, |
