| Title Sort ascending | Rating | Date and Time | |
|---|---|---|---|
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Medicare Optimization
Presented by: Melinda Caughill, |
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Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65 |
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Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing |
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Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod |
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Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell |
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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank |
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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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Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group |
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Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
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Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger |
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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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Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
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Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons |
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Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
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Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner |
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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 Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management |
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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 Case Studies and Member Updates
Presented by: Steve Gibbs, Esq. |
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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 Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard |
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Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network |
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Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer |
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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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Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz, |
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Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. |
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Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA, |
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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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Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar |
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IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com |
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Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant |
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Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, |
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Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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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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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine |
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Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
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Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
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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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Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz |
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Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center |
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HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank |
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How to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder |
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How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners |
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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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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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How To Plan With the New 1040
Presented by: Larry Pon, CPA, |
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How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz, |
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How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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How to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX |
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How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning |
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How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting |
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How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA, |
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How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
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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 Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler |
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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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How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets |
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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 Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
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How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson |
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How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements |
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How ESOPs benefit Business Owners and Employees
Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. |
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How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock |
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How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA, |
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How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA |
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How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners |
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How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau |
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Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning |
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Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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|
Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University |
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|
Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated |
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Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
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Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ |
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Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie, |
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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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Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
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Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter |
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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 |
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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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|
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Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services |
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Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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|
Green and Natural Burial Practices
Presented by: Jodi Clock, |
