| Title Sort descending | Rating | Date and Time | |
|---|---|---|---|
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Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School |
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Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs |
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Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff |
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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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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group |
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Situational Social Security
Presented by: Marc Kiner, CPA, |
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Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum |
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Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex |
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Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro |
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Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65 |
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Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law |
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Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing |
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State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers |
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State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow |
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Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University |
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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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Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo |
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Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops |
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Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. |
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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq. |
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Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant |
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Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq., |
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Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff |
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Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd |
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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists |
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Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine |
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Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift, |
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Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA, |
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Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb, |
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Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA |
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Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones |
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Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum |
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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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Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC |
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Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and |
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Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA, |
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Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera |
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The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group |
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The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors |
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The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor |
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The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair |
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The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun, |
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The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP, |
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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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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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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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The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson |
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The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer |
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The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro |
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The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement |
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The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan |
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The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock, |
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The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® |
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The Impact of Presidential Politics on The Markets
Presented by: Ben Phillips, CFA |
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The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed. |
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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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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross, |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |
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The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor |
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The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq., |
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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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The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons
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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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The Power of Health Savings Accounts
Presented by: Roy Ramthun, |
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The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner, |
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The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA, |
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network |
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The Search for Better Retirement Income Solutions
Presented by: Michael Finke |
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University |
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The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck |
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The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts |
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The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman, |
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THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy |
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Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson |
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Today's LTCi Options for Financial Advisors and Planners
Presented by: Tom Riekse |
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Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director |
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Tom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson |
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Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital |
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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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Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt |
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Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore |
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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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Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group |
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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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Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets |
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Understanding how Annuities Work with Wade Pfau
Presented by: Wade Pfau, PhD, CFA |
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Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic |
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Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy |
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Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University |
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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
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Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M., |