| Title | Rating | Date and Time Sort descending | |
|---|---|---|---|
|
A Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP |
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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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Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder, |
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What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial |
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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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Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life |
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Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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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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IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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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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Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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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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How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey, |
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How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq., |
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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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11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by: John Thompson, CLA, CDLP and Todd Ballenger |
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Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable |
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Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com |
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How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect |
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Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM |
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What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay, |
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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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How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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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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How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth |
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Green and Natural Burial Practices
Presented by: Jodi Clock, |
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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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Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways |
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Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™ |
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The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA, |
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Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices, |
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|
A Great Checklist for Buying a Financial Planner Practice
Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A. |
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Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group |
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Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar |
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Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute |
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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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|
Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
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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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How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning |
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Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown |
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|
What is the ‘Right’ Option for a Spouse Beneficiary?
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting |
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|
Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital |
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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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|
Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
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What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank |
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|
Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group |
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|
How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments |
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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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|
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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|
Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company |
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|
529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA, |
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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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|
Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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|
Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI |
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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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|
A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M, |
||
|
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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|
Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones |
||
|
Tom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson |
||
|
Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated |
||
|
End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
||
|
Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
||
|
Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute |
||
|
Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America |
||
|
Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
||
|
Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics |
||
|
Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com |
||
|
Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA |
||
|
Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps |
||
|
Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |
||
|
Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
||
|
Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
||
|
Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
||
|
Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
||
|
How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA, |
||
|
Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
||
|
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
||
|
8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo, |
||
|
The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors |
||
|
Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting |
||
|
Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and |
||
|
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
||
|
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf |
||
|
Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital |
||
|
Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA |
||
|
A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Presented by: Laurence Black, The Index Standard |
||
|
Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
||
|
State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers |
||
|
Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. |
||
|
Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU, |
||
|
What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial |
||
|
Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger |
||
|
Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. |
||
|
Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law |
