| Title Sort ascending | Rating | Date and Time | |
|---|---|---|---|
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Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP |
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Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg, |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance |
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Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning |
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Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University |
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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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Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals |
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Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® |
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Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech |
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle |
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Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network |
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Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network |
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Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network |
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Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network |
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Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA |
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Filing out the Fafsa form
Presented by: Mark Kantrowitz |
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Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings, |
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FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz, |
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Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter |
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Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming |
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Expert Panel on SBA Loans under the CARES Act
Presented by: and |
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Expert Panel on 401(k), IRA and SBA Loans under the CARES Act
Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA |
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Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena |
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Expert Insights on College Admissions, Financial Aid and SAT/ACT Tests
Presented by: Leslie Watson, College Admissions Counselor: Matt Carpenter, College Financial Aid Expert; Hoon Kim, Test Prep Expert |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com |
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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com
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Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz |
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Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital |
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Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers |
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Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
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Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |
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ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University |
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ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management |
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ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth |
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Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP |
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Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices, |
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Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq., |
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End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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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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Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial |
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Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards |
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Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon, |
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Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors |
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Early Distribution Exceptions
Presented by: Larry Pon, CPA, |
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Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick |
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Drive Growth and Deeper Client Relationships with the RISA - Session 2
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Drive Growth and Deeper Client Relationships with the RISA - Session 1
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Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute |
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Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff, |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP, |
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Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP |
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Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill, |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals |
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Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC, |
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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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Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan |
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Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank |
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Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs |
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Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates |
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Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
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Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. |
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Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets |
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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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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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Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica |
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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica |
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Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum |
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Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd |
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Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU® |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, |
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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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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts |
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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts |
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Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways |
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Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese, |
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Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy |
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Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors |
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Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
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|
Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq., |
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Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency |
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Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates |
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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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Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair |
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Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter |
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Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP, |
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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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Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer |
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Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla |
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Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino |
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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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Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl |
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M., |
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Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions |
