| Title | Rating Sort descending | Date and Time | |
|---|---|---|---|
|
CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
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What Financial Planners and CPAs should know about Trusts and Estates
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting |
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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
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Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff |
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Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services |
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Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff |
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Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., |
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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair |
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Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC |
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Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets |
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|
Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 |
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Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod |
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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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|
Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
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|
REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
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|
HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard |
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|
Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson |
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|
Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated |
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|
End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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|
3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz, |
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|
How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock |
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|
Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
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Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., |
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|
Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65 |
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|
What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ |
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|
How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, |
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|
Help Clients Generate IMMEDIATE Tax Savings this Year from Their Future Gifts to Charity – Meet the iCLAT
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman |
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|
How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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|
What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill, |
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|
Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore |
