Skip to main content
Title Rating Date and Time Sort descending
The Search for Better Retirement Income Solutions
Presented by: Michael Finke

VIEW REPLAY

The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed.

VIEW REPLAY

Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner

VIEW REPLAY

The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson

VIEW REPLAY

Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA

VIEW REPLAY

What's Possible Today with Social Security
Presented by: John O'Connor

VIEW REPLAY

What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor

VIEW REPLAY

Craig Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod

VIEW REPLAY

Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz

VIEW REPLAY

Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU®

VIEW REPLAY

Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter

VIEW REPLAY

Today's LTCi Options for Financial Advisors and Planners
Presented by: Tom Riekse

VIEW REPLAY

Understanding how Annuities Work with Wade Pfau
Presented by: Wade Pfau, PhD, CFA

VIEW REPLAY

Filing out the Fafsa form
Presented by: Mark Kantrowitz

VIEW REPLAY

Bob Keebler Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler

VIEW REPLAY

Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod

VIEW REPLAY

95%
Must-See FinTech for Financial Advisors
Presented by: 5 Innovators

VIEW REPLAY

ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth

VIEW REPLAY

Rethinking Bond Investing
Presented by: Steve Shaw

VIEW REPLAY

Wade Pfau What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA

VIEW REPLAY

Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA

VIEW REPLAY

Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO

VIEW REPLAY

Barry Flagg Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS®

VIEW REPLAY

92%
Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer

VIEW REPLAY

Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG

VIEW REPLAY

Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer

VIEW REPLAY

A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding

VIEW REPLAY

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

VIEW REPLAY

Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson

VIEW REPLAY

Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena

VIEW REPLAY

How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau

VIEW REPLAY

The Impact of Presidential Politics on The Markets
Presented by: Ben Phillips, CFA

VIEW REPLAY

Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum

VIEW REPLAY

Expert Panel on 401(k), IRA and SBA Loans under the CARES Act
Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA

VIEW REPLAY

Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq.

VIEW REPLAY

Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts

VIEW REPLAY

Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts

VIEW REPLAY

Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy

VIEW REPLAY

Expert Panel on SBA Loans under the CARES Act
Presented by: and

VIEW REPLAY

"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer

VIEW REPLAY

Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager

VIEW REPLAY

Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant

VIEW REPLAY

Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant

VIEW REPLAY

Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson

VIEW REPLAY

Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs

VIEW REPLAY

Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management

VIEW REPLAY

Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP®

VIEW REPLAY

Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq.

VIEW REPLAY

Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming

VIEW REPLAY

Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending

VIEW REPLAY

New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq.

VIEW REPLAY

COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica

VIEW REPLAY

COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica

VIEW REPLAY

Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.

VIEW REPLAY

Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.

VIEW REPLAY

Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq.

VIEW REPLAY

Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon

VIEW REPLAY

Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University

VIEW REPLAY

Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance

VIEW REPLAY

Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards

VIEW REPLAY

Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors

VIEW REPLAY

Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com

Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management

VIEW REPLAY

Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell

VIEW REPLAY

A Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing

VIEW REPLAY

How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners

VIEW REPLAY

Frank The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor

VIEW REPLAY

Melissa The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons

The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

VIEW REPLAY

Annuities in the Age of COVID: How and When to Use them in a Financial Plan
Presented by: David Lau, CEO and Founder

VIEW REPLAY

The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

VIEW REPLAY

Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director

VIEW REPLAY

Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com

VIEW REPLAY

Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life

VIEW REPLAY

PayCheck Protection Loans: Are Expenses funded by "Forgiveable" PPP Loans Deductible or Not? If so, when?
Presented by: Bradley Burnett, Bradley Burnett Tax Seminars, Ltd.

VIEW REPLAY

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

VIEW REPLAY

Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network

VIEW REPLAY

Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff

VIEW REPLAY

94%
Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter

VIEW REPLAY

Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center

VIEW REPLAY

Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning

VIEW REPLAY

Tiffany The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair

VIEW REPLAY

Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy

VIEW REPLAY

Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski,

VIEW REPLAY

Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd

VIEW REPLAY

Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network

VIEW REPLAY

Melissa Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons

VIEW REPLAY

Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq.

VIEW REPLAY

Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing

VIEW REPLAY

The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck

VIEW REPLAY

Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo

VIEW REPLAY

No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management

VIEW REPLAY

Roy The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun,

VIEW REPLAY

93%
Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP

VIEW REPLAY

Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP®

VIEW REPLAY

Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum

VIEW REPLAY

Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network

VIEW REPLAY

President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments

VIEW REPLAY

The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan

VIEW REPLAY

82%
Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services

VIEW REPLAY