| Title | Rating | Date and Time Sort descending | |
|---|---|---|---|
|
Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
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Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network |
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END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC |
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Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
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Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
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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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3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz, |
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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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Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management |
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A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company |
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|
REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
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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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|
Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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An Update on Life Insurance Settlements
Presented by: Lisa Rehburg, |
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|
Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
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|
Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
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|
Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
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|
Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
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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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|
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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|
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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|
What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ |
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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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How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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|
Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
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|
LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
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|
Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
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|
Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA, |
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|
Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
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|
The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
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|
Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
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|
Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla |
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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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|
What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek, |
