| Title | Rating | Date and Time | |
|---|---|---|---|
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The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors |
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Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications |
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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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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson |
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Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors |
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HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning |
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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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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
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Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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Member Update and Training
Presented by: Tom Dickson, Financial Experts Network |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
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Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |
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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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What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp |
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The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M. |
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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge |
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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot |
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How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, |
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Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore |
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Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management |
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, |
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When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University |
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Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, |
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Medicare Optimization
Presented by: Melinda Caughill, |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
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Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. |
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|
Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services |
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How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
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|
A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne |
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|
Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
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The Power of Health Savings Accounts
Presented by: Roy Ramthun, |
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|
Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists |
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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 |
||
|
How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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|
The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, |
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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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|
Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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|
Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network |
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How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
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|
Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
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|
Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., |
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|
Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, |
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|
Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |
||
|
Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, |
||
|
Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
||
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets |
||
|
Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP |
||
|
Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network |
||
|
Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
||
|
The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., |
||
|
The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® |
||
|
Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital |
||
|
Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
||
|
Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, |
||
|
Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
||
|
Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
||
|
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® |
||
|
Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
||
|
Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
||
|
A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
||
|
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 |
||
|
THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy |
||
|
Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair |
||
|
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, |
||
|
Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
||
|
Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 |
||
|
Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
||
|
A Case Study in Advanced Estate Planning
Presented by: Steve Mancini, |
||
|
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
||
|
FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, |
||
|
Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets |
||
|
|
Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
||
|
|
Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz |
||
|
Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, |
||
|
|
A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker |
||
|
|
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 |
||
|
|
Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, |
||
|
Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ |
||
|
Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., |
||
|
|
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, |
||
|
|
Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg, |
||
|
|
What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer |
||
|
|
Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP |