Skip to main content
Title Rating Date and Time
David Gourley Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management

VIEW REPLAY

89%
Multiple speakers How to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder

VIEW REPLAY

75%
Tina Corner Stolz 3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz,

VIEW REPLAY

96%
Mike Slaughter Navigating Liabilities in Financial Planning: A Guide for Professionals
Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA

VIEW REPLAY

82%
Larry Pon Tax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA,

VIEW REPLAY

91%
Ilene Slatko Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko,

VIEW REPLAY

86%
Rick Fingerman END OF LIFE FINANCIAL PLANNING GUIDE
Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC

VIEW REPLAY

92%
TD Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more
Presented by: Tom Dickson, Financial Experts Network

VIEW REPLAY

Dave Buck 7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs

VIEW REPLAY

90%
Larry K. Protecting your Clients from Social Security CLAWBACKs
Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com

VIEW REPLAY

87%
Andy How Direct Indexing Works
Presented by: Andy Rosenberger, Orion

VIEW REPLAY

81%
Megan McCoy Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University

VIEW REPLAY

87%
Kristin Carelton Special Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski

VIEW REPLAY

86%
Tim Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law

VIEW REPLAY

92%
Dan Williams Who Uses Reverse Mortgages and Optimal Uses of Them
Presented by: Dan Williams and Todd Swanson, C2 Financial Corp.

VIEW REPLAY

88%
John Thompson Mastering the Art of Liability Repayment Techniques
Presented by: John Thompson, CDLP, CLA and Todd Ballenger

VIEW REPLAY

88%
Michael Collins What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial

VIEW REPLAY

81%
Lee Slavutin Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU,

VIEW REPLAY

90%
Anthony Venette Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co.

VIEW REPLAY

83%
Peter Linneman State of the Commercial Real Estate Market and the Road Ahead
Presented by: Dr, Peter Linneman and Louis Rogers

VIEW REPLAY

86%
Bob Keebler Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

VIEW REPLAY

91%
Laurence Black 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

VIEW REPLAY

86%
Larry Pon Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA

VIEW REPLAY

89%
Ted Denbow Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital

VIEW REPLAY

84%
Jerry Michael What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf

VIEW REPLAY

73%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

VIEW REPLAY

91%
Harry Mamaysky Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and

VIEW REPLAY

80%
Denise Appleby Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting

VIEW REPLAY

90%
Eric Brotman The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors

VIEW REPLAY

86%
David Leo 8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo,

VIEW REPLAY

83%
Scott Stolz ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions

VIEW REPLAY

91%
Mark Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by: Mark Kantrowitz,

VIEW REPLAY

85%
Larry Pon How Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA,

VIEW REPLAY

84%
Tom Duffy Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

VIEW REPLAY

95%
Amy Mullen Bringing Science to the Art of the Relationship
Presented by: Amy Mullen, CFP®, Money Quotient

VIEW REPLAY

86%
Harry Margolis Risking Old Age in America
Presented by: Harry S. Margolis, Esq.,

VIEW REPLAY

84%
Allan Inflation-Proof your Retirement with TIPS
Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC

VIEW REPLAY

81%
Ilene Ethics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting

VIEW REPLAY

85%
Kate Mastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps

VIEW REPLAY

84%
Judy Jansen Active versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA

VIEW REPLAY

79%
Stuart Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by: Stuart Siegel, FinancialAidNow.com

VIEW REPLAY

85%
Louis Tenenbaum Redesigning Home for Aging in Place
Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics

VIEW REPLAY

88%
Paul Peeler Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by: Paul Peeler, Integrated Financial Group

VIEW REPLAY

88%
Jennifer Reeder Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America

VIEW REPLAY

92%
Nikki Buckelew Downsizing and Moving is Different for Seniors
Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute

VIEW REPLAY

85%
David Blanchett Estimating the End of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions

VIEW REPLAY

87%
Lori Gubash End-of-Year LTCi Strategies for Clients
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates

VIEW REPLAY

96%
Melinda Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by: Melinda Caughill, i65 Incorporated

VIEW REPLAY

96%
Tom Dickson Tom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson

VIEW REPLAY

Shain Urwin Tax Planning with Reverse Mortgages
Presented by: Shain Urwin and Carrie Jones

VIEW REPLAY

92%
Bob Keebler Tax Strategies for Upper-Middle Class Clients
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

VIEW REPLAY

90%
Scott Cloud Which Type of Retirement Plan is Best for a Business Owner
Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company

VIEW REPLAY

91%
Brad Gronto A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
Presented by: Brad Gornto, JD, LL.M,

VIEW REPLAY

92%
Drew Schlotter What You Should Know About The New Student Loan Repayment Option
Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management

VIEW REPLAY

85%
Erin Luczak Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI

VIEW REPLAY

88%
Marc Butler Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT

VIEW REPLAY

81%
Eido Walny Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group

VIEW REPLAY

89%
Larry Pon 529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA,

VIEW REPLAY

88%
Daniel Gleich Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company

VIEW REPLAY

85%
Kol Peterson A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by: Kol Peterson, Accessory Dwelling Strategies

VIEW REPLAY

79%
Brad Gornot A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT
Presented by: Brad Gornto, JD, LL.M,

VIEW REPLAY

91%
Christine Switzer How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments

VIEW REPLAY

81%
Phil DeDominicis Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group

VIEW REPLAY

87%
Mike Crossett What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank

VIEW REPLAY

83%
Bryan Kelly Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital

VIEW REPLAY

87%
Matthew Rappaport Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law

VIEW REPLAY

78%
Scott Stolz Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital

VIEW REPLAY

88%
Denise Appleby What is the ‘Right’ Option for a Spouse Beneficiary?
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting

VIEW REPLAY

88%
Andrew Gray Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown

VIEW REPLAY

81%
Carrie Jones How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning

VIEW REPLAY

85%
Brian Thorp SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq.

VIEW REPLAY

83%
Fred Amrein Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd

VIEW REPLAY

88%
Bob Keebler Bob Keebler's Best Tax Planning Ideas for 2023
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

VIEW REPLAY

90%
George Kinder Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute

VIEW REPLAY

79%
John Rekenthaler Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar

VIEW REPLAY

75%
Marcella Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group

VIEW REPLAY

81%
Wade Pfau Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

VIEW REPLAY

92%
Michelle Atlas Quinn A Great Checklist for Buying a Financial Planner Practice
Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A.

VIEW REPLAY

72%
Diana Cabrices Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices,

VIEW REPLAY

88%
Larry Pon The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA,

VIEW REPLAY

90%
Kevin Clark Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™

VIEW REPLAY

87%
Rich Arzaga Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP,

VIEW REPLAY

82%
Ray Giese Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways

VIEW REPLAY

Leslie Laurer How ESOPs benefit Business Owners and Employees
Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc.

VIEW REPLAY

86%
Jodi Clock Green and Natural Burial Practices
Presented by: Jodi Clock,

VIEW REPLAY

85%
Ed Smith How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth

VIEW REPLAY

89%
Alan Gassman Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

VIEW REPLAY

85%
Megan McCoy How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University

VIEW REPLAY

86%
John Biebel Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC

VIEW REPLAY

69%
Michael Kay What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay,

VIEW REPLAY

81%
David Blanchett Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM

VIEW REPLAY

88%
Patrick Cleary How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect

VIEW REPLAY

87%
Gary Zimmerman Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com

VIEW REPLAY

93%
Dennis Ladd Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable

VIEW REPLAY

86%
Kate Guillen Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops

VIEW REPLAY

80%
John Thompson 11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by: John Thompson, CLA, CDLP and Todd Ballenger

VIEW REPLAY

88%
Jim Dilellio Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School

VIEW REPLAY

83%
Steve Mancini How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq.,

VIEW REPLAY

88%
Joe DeMarkey How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey,

VIEW REPLAY

90%
Denise Brown Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy

VIEW REPLAY

84%