Title | Rating Sort descending | Date and Time | |
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Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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Medicare Optimization
Presented by: Melinda Caughill, |
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(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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The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP, |
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How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
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Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
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The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA, |
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What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com |
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What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA, |
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Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl |
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Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc. |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, 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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CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC |
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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, |
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Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law |
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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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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group |
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Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA |
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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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How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
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A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. |
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, |
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Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals |
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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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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
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Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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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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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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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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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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Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank |
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Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
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The Pros and Cons of using an S Corp.
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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Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
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PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, |
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Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz |
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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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5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg, |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
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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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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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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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Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot |
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Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
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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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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, |
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |
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Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., |
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The Power of Health Savings Accounts
Presented by: Roy Ramthun, |
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The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., |
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Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., |
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The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman, |
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Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, |
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The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones |
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Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® |
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END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC |
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Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets |
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An Update on Life Insurance Settlements
Presented by: Lisa Rehburg, |
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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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Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law |
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Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski, |
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Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, |
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Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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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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Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP |
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A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M, |
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Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
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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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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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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
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Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff |
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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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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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Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
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The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP, |
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The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun, |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |