| Webinar title | Ratings | Date & Time | |
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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 > |
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Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd Learn More > |
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Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski, Learn More > |
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Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy Learn More > |
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The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair Learn More > |
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Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning Learn More > |
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Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center Learn More > |
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Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter Learn More > |
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Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff Learn More > |
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Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network Learn More > |
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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 Learn More > |
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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. Learn More > |
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Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life Learn More > |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com Learn More > |
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Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director Learn More > |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) Learn More > |
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Annuities in the Age of COVID: How and When to Use them in a Financial Plan
Presented by: David Lau, CEO and Founder Learn More > |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) Learn More > |
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The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons |
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The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor Learn More > |
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How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners Learn More > |
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A Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing Learn More > |
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Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell Learn More > |
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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management Learn More > |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com |
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Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors Learn More > |
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Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards Learn More > |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance Learn More > |
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Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University Learn More > |
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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon Learn More > |
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Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq. Learn More > |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. Learn More > |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica Learn More > |
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New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq. Learn More > |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. Learn More > |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica Learn More > |
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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending Learn More > |
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Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming Learn More > |
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Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq. Learn More > |
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Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP® Learn More > |
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Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management Learn More > |
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Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs Learn More > |
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Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson Learn More > |
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Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant Learn More > |
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Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant Learn More > |
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Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager Learn More > |
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"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer Learn More > |
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Expert Panel on SBA Loans under the CARES Act
Presented by: and Learn More > |
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Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy Learn More > |
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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts Learn More > |
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Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq. Learn More > |
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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts Learn More > |
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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 Learn More > |
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Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum Learn More > |
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The Impact of Presidential Politics on The Markets
Presented by: Ben Phillips, CFA Learn More > |
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How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau Learn More > |
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Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena Learn More > |
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Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson Learn More > |
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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 Learn More > |
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A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding Learn More > |
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Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer Learn More > |
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Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG Learn More > |
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Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer Learn More > |
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Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® Learn More > |
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Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO Learn More > |
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Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA Learn More > |
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What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA Learn More > |
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Rethinking Bond Investing
Presented by: Steve Shaw Learn More > |
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ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth Learn More > |
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Must-See FinTech for Financial Advisors
Presented by: 5 Innovators Learn More > |
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Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod Learn More > |
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Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler Learn More > |
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Filing out the Fafsa form
Presented by: Mark Kantrowitz Learn More > |
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Understanding how Annuities Work with Wade Pfau
Presented by: Wade Pfau, PhD, CFA Learn More > |
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Today's LTCi Options for Financial Advisors and Planners
Presented by: Tom Riekse Learn More > |
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Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter Learn More > |
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Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU® Learn More > |
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Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz Learn More > |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod Learn More > |
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What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor Learn More > |
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What's Possible Today with Social Security
Presented by: John O'Connor Learn More > |
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Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA Learn More > |
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The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson Learn More > |
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Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner Learn More > |
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The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed. Learn More > |