| Title | Rating | Date and Time | |
|---|---|---|---|
 | Who Uses Reverse Mortgages and Optimal Uses of Them Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. | ||
 | Mastering the Art of Liability Repayment Techniques Presented by: John Thompson, CDLP, CLA and Todd Ballenger | ||
 | What’s Your Tech Stack? Presented by: Michael Collins, WinCap Financial | ||
 | Life Insurance Planning in 2024: A Guide For Financial Advisors Presented by: Lee J. Slavutin, MD, CLU, | ||
 | Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. | ||
 | State of the Commercial Real Estate Market and the Road Ahead Presented by: Dr, Peter Linneman and Louis Rogers | ||
 | Creative Tax and Estate Planning Strategies with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket Presented by: Laurence Black, The Index Standard | ||
 | Analyzing 1040s for Financial Planning Opportunities Presented by: Larry Pon, CPA | ||
 | Top 5 Retirement Planning Questions Advisors Get Asked Presented by: Ted Denbow, Right Capital | ||
 | What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale Presented by: Jerry Michael, SmartLeaf | ||
 | ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions | ||
 | Tax-loss Harvesting: A Primer Presented by: Professor Harry Mamaysky and | ||
 | Critical 2023 Year-End Planning for IRAs and Employer Plans Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting | ||
 | The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors | ||
 | 8 Ways Clients Can Help You Serve Them Better Presented by: David Leo, | ||
 | ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions | ||
 | Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey" Presented by: Mark Kantrowitz, | ||
 | How Clients can Navigate the SALT Cap Presented by: Larry Pon, CPA, | ||
 | Ethics CE for CFPs Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC | ||
 | Bringing Science to the Art of the Relationship Presented by: Amy Mullen, CFP®, Money Quotient | ||
 | Risking Old Age in America Presented by: Harry S. Margolis, Esq., | ||
 | Inflation-Proof your Retirement with TIPS Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC | ||
 | Ethics and Seniors: Understanding the Mature Market Presented by: Ilene Slatko, DSS Consulting | ||
 | Mastering Workflows in Your Practice Presented by: Kate Guillen, SimplicityOps | ||
 | Active versus Passive ETFs Presented by: Michael Curtis and Judy Jansen, CFA | ||
 | Student and Parent Loans: The Good, The Bad, and the Ugly Presented by: Stuart Siegel, FinancialAidNow.com | ||
 | Redesigning Home for Aging in Place Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics | ||
 | Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers Presented by: Paul Peeler, Integrated Financial Group | ||
 | Alzheimer’s Disease: What You Should Know, and What to do Next Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America | ||
 | Downsizing and Moving is Different for Seniors Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute | ||
 | Estimating the End of Retirement Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions | ||
 | End-of-Year LTCi Strategies for Clients Presented by: Lori Gubash, CLTC, FICF, Krause & Associates | ||
 | Here comes Medicare’s Open enrollment period… Learn what’s new Presented by: Melinda Caughill, i65 Incorporated | ||
 | Tom Dickson Update For Financial Experts Subscribers Presented by: Tom Dickson | ||
 | Tax Planning with Reverse Mortgages Presented by: Shain Urwin and Carrie Jones | ||
 | Tax Strategies for Upper-Middle Class Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Which Type of Retirement Plan is Best for a Business Owner Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company | ||
 | A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits Presented by: Brad Gornto, JD, LL.M, | ||
 | What You Should Know About The New Student Loan Repayment Option Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management | ||
 | Insuring the Sharing Economy Presented by: Erin K. Luczak, CPRIA, USI | ||
 | Artificial Intelligence "AI" Tool Built for Financial Advisors Presented by: Marc Butler, Wealth Management GPT | ||
 | Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group | ||
 | 529 Plan Tax Benefits and New Rules on Roth Conversions Presented by: Larry Pon, CPA, | ||
 | Learn about Self-Directed IRAs for Alternative Assets Presented by: Daniel Gleich, Madison Trust Company | ||
 | A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites) Presented by: Kol Peterson, Accessory Dwelling Strategies | ||
 | A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT Presented by: Brad Gornto, JD, LL.M, | ||
 | How to Evaluate Nonprofits and Smarter Giving Practices Presented by: Maeve Miccio, Fidelity Investments | ||
 | Industry Leader On ESOPs Presented by: Phillip DeDominicis, The Menke Group | ||
 | What every Advisor should know about VA Loans Presented by: Michael Crossett, The Federal Savings Bank | ||
 | Everything You Wanted To Know About Artificial Intelligence (A.I.) Presented by: Bryan Kelly, AQR Capital | ||
 | Opportunity Zones and Qualified Small Business Stock Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law | ||
 | Innovative Allocation Strategies with Indexed Annuities Presented by: Scott Stolz, CFP, RICP, iCapital | ||
 | What is the ‘Right’ Option for a Spouse Beneficiary? Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting | ||
 | Managing a Client’s Dynamic Withdrawals Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown | ||
 | How to Track Client Spending Presented by: Carrie Jones, CFP, Delegated Planning | ||
 | SEC's New Marketing Rule and What's Possible with Client Reviews Presented by: Brian Thorp and Leila Shaver, Esq. | ||
 | Student Loan Repayment Restart and the Impact Of Legislative Changes Presented by: Fred Amrein, PayforEd | ||
 | Bob Keebler's Best Tax Planning Ideas for 2023 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Holistic Life Planning: More Important Than Ever! Presented by: George Kinder, The Kinder Institute | ||
 | Is Direct Indexing Right for your Clients? Presented by: John Rekenthaler, Morningstar | ||
 | Premarital Financial Counseling Best Practices Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group | ||
 | Annuities and Risk Pooling Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | A Great Checklist for Buying a Financial Planner Practice Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A. | ||
 | Estate Planning Technology for Financial Advisors Presented by: Diana Cabrices, | ||
 | The Pros and Cons of using an S Corp. Presented by: Larry Pon, CPA, | ||
 | Managing Held-Away Assets and ERISA Responsibilities Presented by: Kevin T Clark, RF™ | ||
 | Better Advice for clients who own Investment Property Presented by: Rich Arzaga, CFP, | ||
 | Career Planning as a Pathway to Financial Wellness Presented by: Ray Giese, CFP, Career Pathways | ||
 | How ESOPs benefit Business Owners and Employees Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. | ||
 | Green and Natural Burial Practices Presented by: Jodi Clock, | ||
 | How Medicare “Fits” In Retirement Planning Presented by: Ed Smith, CFP®, MBA, Valor Wealth | ||
 | Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | How Financial Anxiety Impacts the Planner-Client relationship. Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University | ||
 | Not So Obvious Mega Back-Door Strategy from Financial Planner Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC | ||
 | What a Financial Advisor Learned from Retiring Presented by: Michael F. Kay, | ||
 | Redefining the Optimal retirement Income Strategy Presented by: David Blanchett, PGIM | ||
 | How RIAs launch their OWN ETFs Presented by: Patrick Cleary, ETF Architect | ||
 | Innovative Ways to Capture Greater FDIC Insurance Presented by: Gary Zimmerman, MaxMyInterest.com | ||
 | Creative Charitable Planning Strategies for 2023 Presented by: Dennis Ladd, Fidelity Charitable | ||
 | Streamlining Operations and Workflows with the CRM as the Hub Presented by: Kate Guillen, Simplicity Ops | ||
 | 11 Factors to Consider: To Carry a Big, Long Mortgage...or Not Presented by: John Thompson, CLA, CDLP and Todd Ballenger | ||
 | Valuing a Roth Conversion under Tax and Return Uncertainty Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School | ||
 | How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer Presented by: Steve Mancini, Esq., | ||
 | How Government Guarantees work with Reverse Mortgages Presented by: Joe DeMarkey, | ||
 | Financial Planning to Help Solve Three Caregiving Challenges Presented by: Denise M. Brown, The Caregiver Years Training Academy | ||
 | Mathematics of Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | How to determine and execute THE BEST fee billing method for your clients and firm. Presented by: Lacey Shrum, Smart KX | ||
 | IRAs at Death & Beyond Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds Presented by: Professor Derek Horstmeyer, George Mason University School of Business | ||
 | Insights on the "New" Economy Presented by: Bill Greiner, CFA, Mariner Wealth Advisors | ||
 | Breaking Down LTCI Partnership Policies Presented by: Lori Gubash, CLTC, FICF, Krause & Associates | ||
 | Sustainable Spending from Investments in Retirement Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Seven Ideas to Manage the Required Minimum Distribution Rules for Owners Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life | ||
 | The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice Presented by: Diana Cabrices, | ||
 | What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial | ||
 | Long Term Services and Supports Systems: The Aging and Disability Networks Presented by: Louise Schroeder, | ||
 | Best States for setting up a Trust + The 411 on Directed Trusts Presented by: Kevin McNee, Madison Trust Company | ||
 | A Crash Course on 1031 Exchanges for Financial Advisors Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP | ||
 | Avoiding Devastating Medicare Mistakes Presented by: Melinda Caughill and Diane Omdahl |