| Title | Rating Sort ascending | Date and Time | |
|---|---|---|---|
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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer |
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Green and Natural Burial Practices
Presented by: Jodi Clock, |
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What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management |
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Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com |
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A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne |
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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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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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The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock, |
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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets |
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The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts |
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The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |
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How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
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Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
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Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro |
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A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis |
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Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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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 |
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Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA |
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Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
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Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
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Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ® |
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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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Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
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Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital |
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Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera |
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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 Clients can Navigate the SALT Cap
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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Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, |
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What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank |
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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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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners |
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8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo, |
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A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by: Rachel Murphy, |
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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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Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank |
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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson |
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SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq. |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
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A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan |
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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine |
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Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
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Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc. |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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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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Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by: Gordon Stein, BESc, MBA, CSC, CFEI, |
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Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan |
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Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Presented by: Dr. Travis Parry, Make Time Institute |
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Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company |
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Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA |
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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
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The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter |
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How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
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|
Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
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|
What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay, |
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|
Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC, |
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|
Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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|
Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, |
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|
The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices, |
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|
Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
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|
How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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|
Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, |
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|
Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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|
How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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|
Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and |
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|
Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment |
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|
Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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|
Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA |
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|
Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt |
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|
A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by: Kol Peterson, Accessory Dwelling Strategies |
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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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|
How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E |
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|
How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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|
Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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|
Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law |
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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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|
Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
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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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|
|
Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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|
Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
