| Title | Rating Sort ascending | Date and Time | |
|---|---|---|---|
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, |
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Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals |
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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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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
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Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla |
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Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank |
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Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
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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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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, |
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Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law |
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Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University |
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group |
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Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA |
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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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How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
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The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
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What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, |
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Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl |
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Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
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IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ |
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How to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX |
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Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
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Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger |
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529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA, |
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Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices, |
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Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. |
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LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
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What is the ‘Right’ Option for a Spouse Beneficiary?
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting |
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Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University |
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Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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Medicare Optimization
Presented by: Melinda Caughill, |
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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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The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, |
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How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
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Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
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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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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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Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
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All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com |
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Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
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Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group |
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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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Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
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Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy |
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Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
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Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic |
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Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks |
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What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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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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Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
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|
What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp |
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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
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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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|
Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
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|
Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning |
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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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|
Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy |
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|
Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
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Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
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How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
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|
How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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|
Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |
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|
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
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|
Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
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|
The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors |
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|
ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
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|
Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
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|
Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
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|
How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA |
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|
Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP |
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|
Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® |
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|
How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
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Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
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|
How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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Situational Social Security
Presented by: Marc Kiner, CPA, |
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|
Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. |
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|
Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
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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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|
Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
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The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network |
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How ESOPs benefit Business Owners and Employees
Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. |
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State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
