Title | Rating | Date and Time | |
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Key Facts for Clients with Qualified Small Business Stock
Presented by: Kevin Brady, CFP®, WealthSpire Advisors |
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Offering Financial Therapy with your Clients
Presented by: Ashley Agnew, CFT-I™, Financial Therapy Association |
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Making Client Adoption Dreams a Reality: Funding Strategies for Every Family
Presented by: Erin Wood, CFP®, CRPC®, FBS®, Carson Wealth |
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Interesting Budgeting Tool
Presented by: Clay Raterman, Fina |
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Levering Health Savings Accounts for Retirement Planning
Presented by: Roy Ramthun, |
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Harnessing the Power of AI in Financial Planning
Presented by: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF® |
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Tax Planning Ideas for the Financial Advisor to Share with their Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, |
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CPA’s Guide to Estate Tax Planning – Part 1: Running the Numbers
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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Member Update + Retirement Account Masterclass Preview
Presented by: Tom Dickson and Denise Appleby |
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Estate Tax Planning from N to Z with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., |
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New DOL Rules For Managing IRAs
Presented by: Kevin Clark, RF™, Plan Confidence |
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The Role and Responsibilities of an Executor
Presented by: Liz O'Neil. Esq., |
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Long Term Care Insurance Update: Part 2
Presented by: Lori Gubash, CLTC, FICF |
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Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, |
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Long-Term Care Insurance Update: Part 1
Presented by: Lori Gubash, CLTC, FICF |
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Helping Clients Address Emotional and Financial Worries
Presented by: Dave Buck and Steve Krzywicki Jr., CFP® |
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses
Presented by: Eric Wallace, CPA, Tax Method Changes |
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What Clients need to Know to Picking the Right Corporate Entity
Presented by: Nellie Akalp, CorpNet |
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The 411 on Owning Real Estate in A Self-Directed IRA
Presented by: Daniel Gleich, Madison Trust Company |
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Masterclass Session 4: Living with Medicare
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Estate Tax Planning from A to L with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., |
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How to Avoid IRMAA
Presented by: Larry Pon, CPA, |
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Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile |
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Masterclass Session 3: Enrolling in Medicare
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Learn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski, |
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Advice on How Clients Can Avoid AI Scams
Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino |
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Masterclass Session 2: Getting to know Medicare
|
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Ethics and Fiduciary Duties in Investment Advisory
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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Common Compliance Deficiencies for Investment Adviser Representatives
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw |
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Financial Planning for LGBTQ Clients
Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute |
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Masterclass Session 1: Preparing for Medicare
Presented by: Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated
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Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by: Kristin Carelton, Special Abilities Network |
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Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by: Tricia Prewitt, |
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Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by: Dale Krause, J.D., LL.M., Krause & Associates |
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Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv |
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What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek, |
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Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank |
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Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla |
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Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by: Sean Brown, YCharts |
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The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital |
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Preview of Medicare Masterclass Series (May) and More
Presented by: Melinda Caughill, Medicare Expert, |
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Key Birthdays for Tax and Retirement Planning
Presented by: Larry Pon, CPA, |
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Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps |
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LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn |
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Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi |
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How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan, |
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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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What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ |
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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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What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc. |
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Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate |
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Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough |
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Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions |
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Helping Clients with Restricted Stock Units (RSUs)
Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® |
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Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Presented by: Larry Pon, CPA, |
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An Update on Life Insurance Settlements
Presented by: Lisa Rehburg, |
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Estate Planning Concepts with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M., Gassman Law |
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A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by: Rachel Murphy, |
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REASONABLE COMPENSATION FOR S CORPS
Presented by: Paul Hamann, RCReports, Inc. |
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A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company |
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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 to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder |
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3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz, |
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Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA |
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Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA, |
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Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko, |
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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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Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network |
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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs |
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Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com |
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How Direct Indexing Works
Presented by: Andy Rosenberger, Orion |
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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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Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski |
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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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Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. |
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Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger |
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What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial |
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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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Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. |
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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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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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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 |
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Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA |
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Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital |
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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf |
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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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Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and |
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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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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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8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo, |
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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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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz, |
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How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA, |
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Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC |
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Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient |
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Risking Old Age in America
Presented by: Harry S. Margolis, Esq., |
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Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC |
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Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting |