| Title Sort descending | Rating | Date and Time | |
|---|---|---|---|
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Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar |
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Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University |
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Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA, |
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Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. |
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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
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Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq. |
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Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer |
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Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard |
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Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® |
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Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy |
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Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq. |
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Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management |
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Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU, |
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Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner |
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LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
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Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons |
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Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
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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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Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger |
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Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
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Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group |
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Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank |
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Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell |
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Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod |
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Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing |
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Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 |
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Medicare Optimization
Presented by: Melinda Caughill, |
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Member Update and Training
Presented by: Tom Dickson, Financial Experts Network |
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Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network |
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Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network |
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Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG |
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Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo |
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Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life |
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Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson |
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Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan |
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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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Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager |
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Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law |
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Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer |
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Must-See FinTech for Financial Advisors
Presented by: 5 Innovators |
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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 |
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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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Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com |
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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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Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO |
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Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau |
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New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq. |
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No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management |
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Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC |
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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot |
||
|
Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law |
||
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Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair |
||
|
Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
||
|
|
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. |
||
|
|
Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq. |
||
|
Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall |
||
|
Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital |
||
|
|
Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks |
||
|
Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University |
||
|
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® |
||
|
Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
||
|
PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications |
||
|
|
Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP® |
||
|
Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
||
|
|
President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments |
||
|
Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
||
|
Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ® |
||
|
|
Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq. |
||
|
Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
||
|
Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage |
||
|
|
Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®, |
||
|
Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP |
||
|
|
Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP® |
||
|
REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
||
|
Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
||
|
Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
||
|
Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
||
|
Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business |
||
|
|
Rethinking Bond Investing
Presented by: Steve Shaw |
||
|
|
Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA |
||
|
|
Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto |
||
|
|
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending |
||
|
|
Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon |
||
|
|
Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski, |
||
|
Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
||
|
Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
||
|
|
Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC |
||
|
Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA, |
