| Title | Rating Sort descending | Date and Time | |
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Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services |
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Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler |
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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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Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter |
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Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer |
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Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University |
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The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck |
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Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA |
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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq. |
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Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center |
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Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®, |
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Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
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A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance |
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Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo |
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The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement |
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Drive Growth and Deeper Client Relationships with the RISA - Session 2
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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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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
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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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A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, |
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A Great Checklist for Buying a Financial Planner Practice
Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A. |
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FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, |
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Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer |
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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf |
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Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP |
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Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University |
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How to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder |
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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift, |
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Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar |
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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning |
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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp |
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The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
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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 |
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Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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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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Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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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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How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E |
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Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA |
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Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt |
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A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by: Kol Peterson, Accessory Dwelling Strategies |
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Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment |
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Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, |
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Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and |
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Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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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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The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices, |
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Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
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How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter |
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How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
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Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
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What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay, |
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Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC, |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
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The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked |
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Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by: Gordon Stein, BESc, MBA, CSC, CFEI, |
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Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan |
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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 |
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Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company |
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Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine |
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Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
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Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc. |
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Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, |
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What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank |
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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 |
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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners |
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8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo, |
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A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by: Rachel Murphy, |
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Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. |
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Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank |
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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson |
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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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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
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A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker |
