| Webinar title | Ratings | Date & Time | |
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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, Learn More > |
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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. Learn More > |
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Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School Learn More > |
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Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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How To Plan With the New 1040
Presented by: Larry Pon, CPA, Learn More > |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, Learn More > |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle Learn More > |
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Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., Learn More > |
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Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, Learn More > |
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., Learn More > |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, Learn More > |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex Learn More > |
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets Learn More > |
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Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP Learn More > |
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Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, Learn More > |
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The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., Learn More > |
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The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® Learn More > |
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Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital Learn More > |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan Learn More > |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, Learn More > |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing Learn More > |
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Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. Learn More > |
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Possible Changes in Tax Legislation: What You Need to Know and How to Demonstrate the Impact of Changes
Presented by: Celeste Revelli, CFP® and Michelle Riiska, ChFC® Learn More > |
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick Learn More > |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech Learn More > |
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A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) Learn More > |
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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 Learn More > |
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THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy Learn More > |
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Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair Learn More > |
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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Learn More > |
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Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau Learn More > |
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Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 Learn More > |
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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine Learn More > |
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A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, Learn More > |
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Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage Learn More > |
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FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, Learn More > |
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Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets Learn More > |
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Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) Learn More > |
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Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz Learn More > |
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Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, Learn More > |
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A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker Learn More > |
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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 Learn More > |
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Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, Learn More > |
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Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ Learn More > |
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Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., Learn More > |
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Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More > |
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Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg, Learn More > |
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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer Learn More > |
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Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP Learn More > |
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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift, Learn More > |
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A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis Learn More > |
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Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65 Learn More > |
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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 Learn More > |
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Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer Learn More > |
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Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets Learn More > |
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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson Learn More > |
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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum Learn More > |
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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners Learn More > |
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Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, Learn More > |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals Learn More > |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine Learn More > |
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The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP, Learn More > |
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Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP Learn More > |
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Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC Learn More > |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto Learn More > |
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A 1031 Exchange Case Study + NEW Website Features
Presented by: Tom Dickson and Frank Piscitelli Learn More > |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard Learn More > |
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The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman, Learn More > |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter Learn More > |
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Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group Learn More > |
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How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock Learn More > |
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Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC Learn More > |
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Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks Learn More > |
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What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill, Learn More > |
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Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy Learn More > |
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Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group Learn More > |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff Learn More > |
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Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial Learn More > |
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Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group Learn More > |
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Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University Learn More > |
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Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group Learn More > |
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The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer Learn More > |
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Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic Learn More > |
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Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services Learn More > |
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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan Learn More > |
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President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments Learn More > |
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Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum Learn More > |
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Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP® Learn More > |
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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 Learn More > |
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The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun, Learn More > |
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No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management Learn More > |
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Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo Learn More > |
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The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck Learn More > |
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Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing Learn More > |
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Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq. Learn More > |
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Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons Learn More > |
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Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network Learn More > |