| Webinar title | Date & Time | |
|---|---|---|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
