Past Webinars

Topic

Ratings

Speaker

Title	Rating Sort ascending	Date and Time
Trustee Training: Rights and Responsibilities Presented by: Steve Mancini and Kate Langmore VIEW REPLAY	99%	Thu, 05/19/2022 - 13:00
What Clients Should Consider when Buying OR Renewing a Medicare Plan Presented by: Melinda Caughill, VIEW REPLAY	99%	Tue, 04/27/2021 - 16:00
How Living Benefits with Annuities Work Presented by: Scott Stolz, CFP, RICP, Simon Markets VIEW REPLAY	98%	Thu, 04/07/2022 - 11:30
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 VIEW REPLAY	98%	Tue, 07/27/2021 - 13:00
How SECURE 2.0 can Change Retirement Planning Presented by: Larry Pon, CPA, VIEW REPLAY	97%	Wed, 05/25/2022 - 12:00
Special Medicare Q&A Session with TRUE Expert Presented by: Melinda Caughill, i65 VIEW REPLAY	97%	Tue, 08/03/2021 - 13:00
What Clients Need to Know when Changing their Residency Presented by: Joseph Endres, Esq., Hodgson Russ VIEW REPLAY	97%	Wed, 03/27/2024 - 13:00
Student Loan Payment Options during the Pandemic Pause AND Beyond Presented by: Heather Jarvis, Esq., VIEW REPLAY	96%	Thu, 08/26/2021 - 13:00
Here comes Medicare’s Open enrollment period… Learn what’s new Presented by: Melinda Caughill, i65 Incorporated VIEW REPLAY	96%	Tue, 10/17/2023 - 13:00
End-of-Year LTCi Strategies for Clients Presented by: Lori Gubash, CLTC, FICF, Krause & Associates VIEW REPLAY	96%	Wed, 10/18/2023 - 13:00
3 Strategies for Advisors to Unlock Growth and AUM with CEOs Presented by: Tina Corner Stolz, VIEW REPLAY	96%	Wed, 02/14/2024 - 13:00
How Credit Scores Impact Your Mortgage Interest Rate... and other Factors Presented by: Tiffany Cross and Terry Hancock VIEW REPLAY	96%	Wed, 05/05/2021 - 13:00
Powerful Findings from Advisor-Client Communication Survey from YCharts Presented by: Sean Brown, YCharts VIEW REPLAY	96%	Wed, 04/17/2024 - 13:00
Leveraging a Virtual Paraplanner Within Your Firm Presented by: Alex Hopkin and Jen Pritchard VIEW REPLAY	95%	Thu, 05/20/2021 - 16:00
Ways to Help Child Buy a Home & Gift Tax Reporting Requirements Presented by: Larry Pon, CPA and Noah Patterson VIEW REPLAY	95%	Thu, 08/11/2022 - 12:00
Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans Presented by: Melinda Caughill, i65 VIEW REPLAY	95%	Thu, 10/14/2021 - 12:00
Medicare Do-Over Options and Other Key Facts Presented by: Aaron Zolbrod VIEW REPLAY	95%	Tue, 01/07/2020 - 16:00
Optimize Your FICO Score & Prepare for Possible Changes to FICO Presented by: Tiffany Cross, Dedicated Credit Repair VIEW REPLAY	95%	Thu, 10/21/2021 - 15:00
Ethics CE for CFPs Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC VIEW REPLAY	95%	Thu, 11/16/2023 - 13:00
REASONABLE COMPENSATION FOR S CORPS Presented by: Paul Hamann, RCReports, Inc. VIEW REPLAY	95%	Tue, 02/27/2024 - 13:00
HSAs Unlock Savings for Sole Proprietors and Small Businesses Presented by: Kevin Robertson, The HSA Bank VIEW REPLAY	95%	Tue, 08/09/2022 - 12:00
Student Loan Repayment Options After The CARES Act Presented by: Heather Jarvis, Esq. and Larry Kotlikoff VIEW REPLAY	94%	Tue, 01/05/2021 - 12:00
Quantifying the Financial Benefits of Roth Conversions Presented by: Joe Elsasser, CFP®, VIEW REPLAY	94%	Thu, 09/02/2021 - 12:00
Asset Protection from A to Z Presented by: Alan Gassman, J.D., LL.M., VIEW REPLAY	94%	Wed, 06/22/2022 - 12:00
Crisis Medicaid Planning and Medicaid Compliant Annuities Presented by: Dale Krause, J.D., LL.M., Krause & Associates VIEW REPLAY	94%	Wed, 05/01/2024 - 13:00
Big Changes to FICO Scores and Credit Reports Presented by: Tiffany Cross, Dedicated Credit Repair VIEW REPLAY	94%	Wed, 08/17/2022 - 13:00
Annuity Q&A with Expert Scott Stolz Presented by: Scott Stolz, CFP, RICP, Simon Markets VIEW REPLAY	94%	Tue, 07/12/2022 - 13:00
Tax-Efficient Special Needs Planning Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC VIEW REPLAY	94%	Tue, 05/04/2021 - 12:00
Cutting through the Complexity of Structured Annuities Presented by: Scott Stolz, Simon Markets VIEW REPLAY	94%	Tue, 09/28/2021 - 16:00
Economist on Risk of Stagflation Presented by: Bill Greiner, CFA, Mariner Wealth Advisors VIEW REPLAY	94%	Wed, 06/15/2022 - 13:00
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions Presented by: Steven Loeb, VIEW REPLAY	93%	Tue, 04/05/2022 - 12:00
Innovative Ways to Capture Greater FDIC Insurance Presented by: Gary Zimmerman, MaxMyInterest.com VIEW REPLAY	93%	Wed, 05/17/2023 - 13:00
Sequel: Quantifying the Use of Reverse Mortgages Presented by: Tom Dickson and Larry Kotlikoff VIEW REPLAY	93%	Wed, 04/07/2021 - 11:00
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 VIEW REPLAY	93%	Tue, 01/31/2023 - 13:00
Wade Pfau’s Latest Research on Reverse Mortgages Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services VIEW REPLAY	93%	Tue, 04/19/2022 - 12:00
Helping Clients with Restricted Stock Units (RSUs) Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® VIEW REPLAY	93%	Thu, 03/14/2024 - 12:00
The Art & Science of Settlement Planning Presented by: Joseph Di Gangi, CFP, VIEW REPLAY	93%	Thu, 06/10/2021 - 12:00
The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy Presented by: Roy Ramthun, VIEW REPLAY	93%	Thu, 02/11/2021 - 12:00
Divorce Mortgage Planning and More Successful Divorces Presented by: Jody Bruns, Certified Divorce Lending Professionals VIEW REPLAY	93%	Thu, 06/24/2021 - 16:00
CFP® Board Code of Ethics CE Program (2 hours) Presented by: Jeff Rattiner, VIEW REPLAY	93%	Thu, 06/09/2022 - 13:00
Early Distribution Exceptions Presented by: Larry Pon, CPA, VIEW REPLAY	93%	Thu, 03/24/2022 - 12:00
What Financial Planners and CPAs should know about Trusts and Estates Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates VIEW REPLAY	93%	Tue, 03/26/2024 - 13:00
How to Avoid The Top 10 Costly IRA Mistakes Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting VIEW REPLAY	93%	Tue, 03/26/2024 - 10:30
Social Security Strategies for Possible Changes Ahead Presented by: Joe Elsasser, CFP®, Covisum VIEW REPLAY	93%	Tue, 07/13/2021 - 13:00
The Future of Financial Aid Presented by: Joe Messinger, CFP®, College Aid Pro VIEW REPLAY	92%	Tue, 09/13/2022 - 13:00
Tax Planning with Reverse Mortgages Presented by: Shain Urwin and Carrie Jones VIEW REPLAY	92%	Wed, 10/04/2023 - 13:00
Life Insurance Advice Under New CFP Practice Standards Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® VIEW REPLAY	92%	Wed, 03/04/2020 - 11:00
END OF LIFE FINANCIAL PLANNING GUIDE Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC VIEW REPLAY	92%	Thu, 02/01/2024 - 13:00
Annuity Expert: The 411 on Fixed and Indexed Annuities Presented by: Scott Stolz, CFP®, RICP®, Simon Markets VIEW REPLAY	92%	Tue, 07/20/2021 - 13:00
An Update on Life Insurance Settlements Presented by: Lisa Rehburg, VIEW REPLAY	92%	Tue, 03/12/2024 - 13:00
The Current State of LTCI and How it Fits in Your Client’s Retirement Plan Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M. VIEW REPLAY	92%	Thu, 06/02/2022 - 12:00
Multi-Generational Planning for Second Homes and Heirloom Properties Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law VIEW REPLAY	92%	Tue, 01/16/2024 - 13:00
Insight on Solvency of Social Security from Former Social Security Director Presented by: Kurt Czarnowski, VIEW REPLAY	92%	Thu, 09/16/2021 - 16:30
Taxes for Those Who’ve Lost a Spouse Presented by: Larry Pon, CPA, VIEW REPLAY	92%	Thu, 01/20/2022 - 12:00
Annuities and Risk Pooling Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile VIEW REPLAY	92%	Thu, 07/06/2023 - 13:00
Alzheimer’s Disease: What You Should Know, and What to do Next Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America VIEW REPLAY	92%	Wed, 10/25/2023 - 13:00
Understand the True Cost Of College and How To Pay For It Presented by: Mark Salisbury and Joe Messinger, CFP VIEW REPLAY	92%	Tue, 08/17/2021 - 13:00
A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits Presented by: Brad Gornto, JD, LL.M, VIEW REPLAY	92%	Wed, 09/27/2023 - 16:00
Personal Insurance: Asset Protection for Affluent Clients Presented by: Aryn Bates, Overmyer Hall VIEW REPLAY	92%	Thu, 01/05/2023 - 13:00
The New Rules On Public Service Loan Forgiveness Presented by: Heather Jarvis, Esq., VIEW REPLAY	92%	Wed, 12/15/2021 - 12:00
Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness Presented by: Heather Jarvis, Esq., VIEW REPLAY	92%	Thu, 09/01/2022 - 11:30
The Ultimate Buy and Hold Strategy with Paul Merriman Presented by: Paul Merriman, VIEW REPLAY	92%	Tue, 05/18/2021 - 12:00
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, VIEW REPLAY	92%	Tue, 08/24/2021 - 12:00
A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT Presented by: Brad Gornto, JD, LL.M, VIEW REPLAY	91%	Wed, 08/30/2023 - 13:00
Quantifying The True "Net" Cost Of College Presented by: Joe Messenger, CFP VIEW REPLAY	91%	Tue, 01/04/2022 - 12:00
Optimizing Credit Scores to Lower Insurance Premiums and MORE Presented by: Tiffany Cross, CredEvolv VIEW REPLAY	91%	Tue, 04/30/2024 - 13:00
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions VIEW REPLAY	91%	Mon, 12/11/2023 - 15:00
One-of-a-Kind Medicare Plan Comparison and Shopping Tool Presented by: Dave Francis, Healthpilot VIEW REPLAY	91%	Thu, 05/26/2022 - 12:00
Tax Planning for the Expiration of the TCJA Presented by: Larry Pon, CPA, VIEW REPLAY	91%	Thu, 02/08/2024 - 13:00
The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman VIEW REPLAY	91%	Tue, 09/14/2021 - 12:00
A Solution for Large 401(k)s: The In Marriage QDRO® Presented by: Marcus Foote and Stephanie Prestridge VIEW REPLAY	91%	Tue, 05/31/2022 - 12:00
Employer Retirement Plans and Net Unrealized Appreciation Presented by: Larry Pon, VIEW REPLAY	91%	Tue, 11/30/2021 - 12:00
Essential Estate Planning Documents & Probable Avoidance Presented by: Laurie Steiner, Esq., VIEW REPLAY	91%	Wed, 01/19/2022 - 12:00
Using Annuities to Accelerate Medicaid Eligibility Presented by: Dale Krause, J.D. LL.M., VIEW REPLAY	91%	Thu, 02/03/2022 - 12:00
The Power of Health Savings Accounts Presented by: Roy Ramthun, VIEW REPLAY	91%	Tue, 03/22/2022 - 12:00
Creative Tax and Estate Planning Strategies with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates VIEW REPLAY	91%	Thu, 12/21/2023 - 13:00
5 Things to know about Life Insurance Settlements Presented by: Lisa Rehburg, VIEW REPLAY	91%	Wed, 01/25/2023 - 13:00
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions VIEW REPLAY	91%	Mon, 12/04/2023 - 13:00
Which Type of Retirement Plan is Best for a Business Owner Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company VIEW REPLAY	91%	Thu, 09/28/2023 - 13:00
The financial advisors role in the administration of long-term trusts Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors VIEW REPLAY	91%	Thu, 09/08/2022 - 13:00
Life Insurance Planning in 2024: A Guide For Financial Advisors Presented by: Lee J. Slavutin, MD, CLU, VIEW REPLAY	90%	Tue, 01/09/2024 - 15:00
What to say to Clients who've lost a Loved One Presented by: Kathi Balasek, VIEW REPLAY	90%	Wed, 04/24/2024 - 13:00
Critical 2023 Year-End Planning for IRAs and Employer Plans Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting VIEW REPLAY	90%	Thu, 12/07/2023 - 13:00
Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin Presented by: Ric Edelman, VIEW REPLAY	90%	Wed, 09/14/2022 - 13:00
IMMEDIATE Tax Savings from Future Annual Charitable Gifts – NOW is the Time to Take a Closer Look at the “iCLAT” Presented by: Brad Gornto, Esq., LL.M and Sam Landman, Esq. VIEW REPLAY	90%	Wed, 03/02/2022 - 12:00
Medicare and Health Savings Accounts (HSAs) Presented by: Kevin Robertson, The HSA Bank VIEW REPLAY	90%	Tue, 10/11/2022 - 13:00
Understanding Medicaid Planning Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. VIEW REPLAY	90%	Tue, 11/16/2021 - 12:00
Decoding Tax Reporting for DSTs (Delaware Statutory Trusts) Presented by: Larry Pon, CPA, VIEW REPLAY	90%	Wed, 03/13/2024 - 12:00
The Pros and Cons of using an S Corp. Presented by: Larry Pon, CPA, VIEW REPLAY	90%	Tue, 06/27/2023 - 13:00
Key Factors to Consider with any Divorce Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. VIEW REPLAY	90%	Thu, 04/21/2022 - 12:00
Guaranteed Income: The Forgotten Household Asset Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions VIEW REPLAY	90%	Tue, 03/19/2024 - 13:00
How Government Guarantees work with Reverse Mortgages Presented by: Joe DeMarkey, VIEW REPLAY	90%	Wed, 05/03/2023 - 13:00
PR and Media Tips for Financial Planners Presented by: Jody Lowe, Lowe Communications VIEW REPLAY	90%	Wed, 08/24/2022 - 13:00
Tax Planning for an Early Retirement Presented by: Larry Pon, CPA, VIEW REPLAY	90%	Tue, 05/03/2022 - 12:00
Economic Update and Impact of Mid-term Elections Presented by: Bill Greiner, CFA, Mariner Wealth Advisors VIEW REPLAY	90%	Wed, 11/30/2022 - 13:00
Ideas to Pay it Forward Presented by: Steve Greene and Rick Swartz VIEW REPLAY	90%	Tue, 09/21/2021 - 12:00
Key Birthdays for Tax and Retirement Planning Presented by: Larry Pon, CPA, VIEW REPLAY	90%	Tue, 04/09/2024 - 13:00
A Refresher on Today's Long-Term Care Insurance Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) VIEW REPLAY	90%	Tue, 11/02/2021 - 12:00
Avoiding or Reducing Additional Medicare Premiums (IRMAA) Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. VIEW REPLAY	90%	Tue, 11/01/2022 - 13:00
The Pros and Cons of Revocable Trusts Presented by: Laurie Steiner, VIEW REPLAY	90%	Thu, 05/12/2022 - 12:00