| Title | Rating Sort descending | Date and Time | |
|---|---|---|---|
|
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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Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
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Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
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Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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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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Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy |
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Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
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Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital |
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Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera |
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How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA, |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency |
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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer |
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Green and Natural Burial Practices
Presented by: Jodi Clock, |
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What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management |
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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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A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne |
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|
How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, |
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|
Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers |
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The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock, |
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets |
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The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts |
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The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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|
Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
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|
Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
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Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro |
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|
|
A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis |
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|
Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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|
Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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|
Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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|
THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy |
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|
Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA |
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|
Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
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|
The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network |
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|
How ESOPs benefit Business Owners and Employees
Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. |
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|
State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers |
||
|
Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
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|
Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable |
||
|
Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management |
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|
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
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|
Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
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|
The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors |
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|
ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
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|
Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
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|
Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
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|
How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA |
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|
Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP |
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|
Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® |
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|
How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
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|
Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
||
|
How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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|
Situational Social Security
Presented by: Marc Kiner, CPA, |
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|
Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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|
Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. |
||
|
Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
||
|
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 |
||
|
Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning |
||
|
A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company |
||
|
Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy |
||
|
Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
||
|
Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
||
|
Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
||
|
How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
||
|
How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
||
|
|
Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |
||
|
Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
||
|
Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
||
|
How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
||
|
|
Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group |
||
|
A Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP |
||
|
Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
||
|
|
Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy |
||
|
Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
||
|
|
Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic |
||
|
|
Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks |
||
|
What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
||
|
Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
||
|
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 |
||
|
Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
||
|
What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp |
||
|
Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
||
|
Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
||
|
Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
||
|
11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by: John Thompson, CLA, CDLP and Todd Ballenger |
||
|
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
||
|
All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com |
||
|
Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
||
|
IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ |
||
|
How to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX |
||
|
Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
