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Erin Luczak Insuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI
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Marc Butler Artificial Intelligence "AI" Tool Built for Financial Advisors
Presented by: Marc Butler, Wealth Management GPT
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Eido Walny Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group
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Larry Pon 529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA,
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Daniel Gleich Learn about Self-Directed IRAs for Alternative Assets
Presented by: Daniel Gleich, Madison Trust Company
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Kol Peterson 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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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,
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Christine Switzer How to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments
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Phil DeDominicis Industry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group
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Mike Crossett What every Advisor should know about VA Loans
Presented by: Michael Crossett, The Federal Savings Bank
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Bryan Kelly Everything You Wanted To Know About Artificial Intelligence (A.I.)
Presented by: Bryan Kelly, AQR Capital
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Matthew Rappaport Opportunity Zones and Qualified Small Business Stock
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law
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Scott Stolz Innovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital
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Denise Appleby 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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Andrew Gray Managing a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown
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Carrie Jones How to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning
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Brian Thorp SEC's New Marketing Rule and What's Possible with Client Reviews
Presented by: Brian Thorp and Leila Shaver, Esq.
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Fred Amrein Student Loan Repayment Restart and the Impact Of Legislative Changes
Presented by: Fred Amrein, PayforEd
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Bob Keebler 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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George Kinder Holistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute
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John Rekenthaler Is Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar
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Marcella Premarital Financial Counseling Best Practices
Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group
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Wade Pfau Annuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile
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Michelle Atlas Quinn 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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Diana Cabrices Estate Planning Technology for Financial Advisors
Presented by: Diana Cabrices,
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Larry Pon The Pros and Cons of using an S Corp.
Presented by: Larry Pon, CPA,
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Kevin Clark Managing Held-Away Assets and ERISA Responsibilities
Presented by: Kevin T Clark, RF™
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Rich Arzaga Better Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP,
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Ray Giese Career Planning as a Pathway to Financial Wellness
Presented by: Ray Giese, CFP, Career Pathways
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Leslie Laurer 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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Jodi Clock Green and Natural Burial Practices
Presented by: Jodi Clock,
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Ed Smith How Medicare “Fits” In Retirement Planning
Presented by: Ed Smith, CFP®, MBA, Valor Wealth
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Alan Gassman Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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Megan McCoy How Financial Anxiety Impacts the Planner-Client relationship.
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University
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John Biebel Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC
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Michael Kay What a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay,
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David Blanchett Redefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM
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Patrick Cleary How RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect
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Gary Zimmerman Innovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com
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Dennis Ladd Creative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable
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Kate Guillen Streamlining Operations and Workflows with the CRM as the Hub
Presented by: Kate Guillen, Simplicity Ops
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John Thompson 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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Jim Dilellio Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School
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Steve Mancini How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Presented by: Steve Mancini, Esq.,
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Joe DeMarkey How Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey,
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Denise Brown Financial Planning to Help Solve Three Caregiving Challenges
Presented by: Denise M. Brown, The Caregiver Years Training Academy
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Alan Gassman Mathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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Lacey Shrum 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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Bob Keebler IRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Derek Horstmeyer 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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Bill Greiner Insights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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Lori Gubash Breaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates
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Wade Pfau Sustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile
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Michelle O'Haren 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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Diana Cabrices The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices,
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Andy Panko 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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Louise Schroeder Long Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder,
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Kevin McNee Best States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company
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Matthew Rappaport 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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Dale Krause Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning
Presented by: Dale Krause, J.D., LL.M., Krause & Associates
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Diane Avoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl
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Ric Edelman Financial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals
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Stevyn Guinnip Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy
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Karen Weiskopf Financial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA
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Laurie Steiner Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
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David Blanchett (Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM
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Robert Laura Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC,
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Tim Burke Pros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ®
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Sue Chesney Streamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo
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Bob Keebler Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Gordon Stein Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by: Gordon Stein, BESc, MBA, CSC, CFEI,
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Michelle Atlas Quinn How to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Lisa Rehburg 5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg,
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Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 2

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Edward McQuarrie Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie,
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Wade Pfau Drive Growth and Deeper Client Relationships with the RISA - Session 1

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Andy Panko How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial
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Matt Carpenter Solutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro
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Kevin Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law
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Laurie Steiner The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
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Jodi Clock The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock,
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Harry Margolis Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
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Ben Lacomis All About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com
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Bob Keebler 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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Aryn Bates Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall
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Christina Livadary The Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner®
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Larry Pon Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA,
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Wade Pfau Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®,
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Scott Snider How Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA
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Jim Dilellio Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University
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Jan The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts
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Tom Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network
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Patty Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked
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Tom The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network
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Corey What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com
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Bill Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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Fox How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E
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Derek How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business
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Lisa Rehburg How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements
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Olivia Summerhill Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill,
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