| Title | Rating Sort ascending | Date and Time | |
|---|---|---|---|
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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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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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
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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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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp |
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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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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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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf |
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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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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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A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, |
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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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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
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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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Filing out the Fafsa form
Presented by: Mark Kantrowitz |
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Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management |
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Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG |
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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon |
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Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing |
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Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC |
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The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson |
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Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq. |
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The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons
|
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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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What's Possible Today with Social Security
Presented by: John O'Connor |
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Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy |
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Annuities in the Age of COVID: How and When to Use them in a Financial Plan
Presented by: David Lau, CEO and Founder |
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The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer |
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Must-See FinTech for Financial Advisors
Presented by: 5 Innovators |
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Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming |
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Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning |
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Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
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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 |
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Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards |
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No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management |
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Drive Growth and Deeper Client Relationships with the RISA - Session 1
|
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What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor |
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|
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Expert Panel on SBA Loans under the CARES Act
Presented by: and |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group |
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Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital |
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ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth |
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|
|
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending |
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|
The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair |
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|
|
Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson |
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|
|
Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors |
||
|
Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod |
||
|
|
"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer |
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|
|
Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director |
||
|
|
Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University |
||
|
|
Rethinking Bond Investing
Presented by: Steve Shaw |
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|
|
Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. |
||
|
|
Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy |
||
|
|
Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group |
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|
|
Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena |
||
|
|
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com
|
||
|
|
Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP |
||
|
|
Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz |
||
|
|
Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager |
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|
|
Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com |
||
|
What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA |
||
|
|
COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica |
||
|
|
Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski, |
||
|
|
How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau |
||
|
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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management |
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|
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Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP® |
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|
|
Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU® |
||
|
|
Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant |
||
|
|
Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life |
||
|
|
Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network |
