| Title Sort descending | Rating | Date and Time | |
|---|---|---|---|
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |
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Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices, |
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Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP |
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Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth |
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ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |
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Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
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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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Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
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Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com
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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 |
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Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena |
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Expert Panel on 401(k), IRA and SBA Loans under the CARES Act
Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA |
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Expert Panel on SBA Loans under the CARES Act
Presented by: and |
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Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming |
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Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter |
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FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
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Filing out the Fafsa form
Presented by: Mark Kantrowitz |
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Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA |
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Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network |
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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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Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network |
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Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
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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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Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals |
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Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy |
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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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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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Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance |
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Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg, |
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Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP |
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Green and Natural Burial Practices
Presented by: Jodi Clock, |
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Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services |
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Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. |
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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 |
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Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
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Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
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Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked |
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Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, |
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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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Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
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Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated |
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Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University |
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Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning |
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How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau |
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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners |
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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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How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA, |
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How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock |
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How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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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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How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
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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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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson |
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How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
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How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E |
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How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
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How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, |
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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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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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning |
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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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How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
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How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®, |
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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners |
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How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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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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HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank |
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Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center |
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Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz |
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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. |
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Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
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Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
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Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine |
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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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Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, |
