| Title Sort descending | Rating | Date and Time | |
|---|---|---|---|
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"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer |
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(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM |
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10 Ways Out of Highly Appreciated Property and Getting Off the 1031 Exchange Train Without Having to Die
Presented by: Joe Strazzeri, Esq., Strazzeri, Mancini, LLP |
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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 |
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11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by: John Thompson, CLA, CDLP and Todd Ballenger |
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3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz, |
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5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg, |
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529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA, |
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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
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8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo, |
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A 1031 Exchange Case Study + NEW Website Features
Presented by: Tom Dickson and Frank Piscitelli |
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A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding |
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A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, |
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A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis |
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A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
Presented by: Brad Gornto, JD, LL.M, |
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A Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP |
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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp |
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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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A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker |
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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 |
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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 Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing |
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A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne |
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A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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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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A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M, |
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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge |
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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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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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Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA |
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All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com |
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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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Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America |
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An Update on Life Insurance Settlements
Presented by: Lisa Rehburg, |
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Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA |
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Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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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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Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets |
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Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
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Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., |
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Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl |
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Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. |
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Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
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Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer |
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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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Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter |
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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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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair |
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Bob Keebler's Best Tax Planning Ideas for 2023
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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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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Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., |
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Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
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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 |
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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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Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, |
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Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways |
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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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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts |
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CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |
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Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU® |
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Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd |
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Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica |
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Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable |
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Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting |
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Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets |
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Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
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Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
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Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman, |
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Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC, |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals |
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Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
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Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, |
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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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Drive Growth and Deeper Client Relationships with the RISA - Session 1
|
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Drive Growth and Deeper Client Relationships with the RISA - Session 2
|
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
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Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, |
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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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Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
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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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End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |