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Title Rating Sort descending Date and Time
Scott Stolz Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital

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88%
Melinda Caughill Medicare Optimization
Presented by: Melinda Caughill,

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88%
David Blanchett (Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM

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88%
Libby Boatwright The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,

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88%
Steve Mancini How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq.,

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88%
Erin Luczak Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI

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88%
Christina Livadary The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner®

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88%
Joe Elsasser Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP,

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88%
Wade Pfau Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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88%
Paul Peeler Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group

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88%
Jeffrey Kates The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group

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89%
Larry Pon Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA,

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89%
Corey What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com

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89%
Larry Pon What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA,

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89%
Diane Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl

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89%
Annalee Kruger Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc.

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89%
Aryn Bates The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor

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89%
Kevin Robertson Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank

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89%
Dale Krause 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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89%
Tom Duffy CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC

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89%
Tiffany Cross The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross,

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89%
Kevin Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law

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89%
Megan McCoy Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University

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89%
Joe Messinger How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro

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89%
Eido Walny Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group

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89%
Larry Pon Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA

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89%
David Gourley Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management

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89%
Ed Smith How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth

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89%
Jed Collins Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle

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89%
Bob Vandy A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

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90%
Phil Lubinski Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D.

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90%
Laurie Steiner The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner,

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90%
Ric Edelman Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals

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90%
Bob Keebler Bob Keebler's Best Tax Planning Ideas for 2023
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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90%
Dave Buck 7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs

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90%
Bob Keebler Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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90%
Lee Slavutin Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU,

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90%
Denise Appleby Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting

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90%
Ric Edelman Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman,

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90%
Brad Gornot 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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90%
Kevin Robertson Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank

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90%
Laurie Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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90%
Larry Pon Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA,

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90%
Larry Pon The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA,

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90%
Diane Pearson Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq.

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90%
David Blanchett Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions

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90%
Joe DeMarkey How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey,

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90%
Jody Lowe PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications

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90%
Larry Ponn Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA,

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90%
Bill Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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90%
Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz

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90%
Bob Keebler Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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91%
Lisa Rehburg 5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg,

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91%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

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91%
Scott Cloud Which Type of Retirement Plan is Best for a Business Owner
Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company

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91%
Josh Yager 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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91%
Brad Gornot A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
Presented by: Brad Gornto, JD, LL.M,

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91%
Joe Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP

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91%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

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91%
Dave Francis One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot

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91%
Larry Pon Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA,

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91%
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

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91%
Marcus Foote A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge

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91%
Larry Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon,

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91%
Laurien Steiner Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq.,

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91%
Dale Krause Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M.,

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91%
Roy Ramthun The Power of Health Savings Accounts
Presented by: Roy Ramthun,

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91%
Heather Jarvis The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq.,

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92%
Heather Jarvis Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq.,

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92%
The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman,

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92%
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,

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92%
Joe Messinger The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro

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92%
Shain Urwin Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones

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92%
Barry Flagg Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS®

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92%
Rick Fingerman END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC

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92%
Scott Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets

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92%
Lisa Rehburg An Update on Life Insurance Settlements
Presented by: Lisa Rehburg,

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92%
Lori Gubash 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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92%
Tim Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law

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92%
Arnie Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski,

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92%
Larry Pon Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA,

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92%
Wade Pfau Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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92%
Jennifer Reeder Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America

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92%
Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP

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92%
Brad Gronto A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M,

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92%
Aryn Bates Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall

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92%
Larry Pon Early Distribution Exceptions
Presented by: Larry Pon, CPA,

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93%
Bob Keebler What Financial Planners and CPAs should know about Trusts and Estates
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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93%
Denise Appleby 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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93%
Joe Elsasser Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum

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93%
Steve Loeb Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb,

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93%
Gary Zimmerman Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com

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93%
Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff

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93%
Bob Keebler Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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93%
Wade Pfau 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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93%
Kevin Brady Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP®

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93%
The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP,

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93%
Roy The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun,

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93%
Jody Bruns Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals

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93%
Jeff Rattiner CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner,

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93%