| Title | Rating | Date and Time | |
|---|---|---|---|
 | Harnessing the Power of AI in Financial Planning Presented by: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF® | ||
 | Tax Planning Ideas for the Financial Advisor to Share with their Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, | ||
 | CPA’s Guide to Estate Tax Planning – Part 1: Running the Numbers Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Member Update + Retirement Account Masterclass Preview Presented by: Tom Dickson and Denise Appleby | ||
 | Estate Tax Planning from N to Z with Alan Gassman Presented by: Alan Gassman, J.D., LL.M., | ||
 | New DOL Rules For Managing IRAs Presented by: Kevin Clark, RF™, Plan Confidence | ||
 | The Role and Responsibilities of an Executor Presented by: Liz O'Neil. Esq., | ||
 | Long Term Care Insurance Update: Part 2 Presented by: Lori Gubash, CLTC, FICF | ||
 | Estate Planning for IRAs in Second Marriages: Navigating Complexities Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, | ||
 | Long-Term Care Insurance Update: Part 1 Presented by: Lori Gubash, CLTC, FICF | ||
 | Helping Clients Address Emotional and Financial Worries Presented by: Dave Buck and Steve Krzywicki Jr., CFP® | ||
 | Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses Presented by: Eric Wallace, CPA, Tax Method Changes | ||
 | What Clients need to Know to Picking the Right Corporate Entity Presented by: Nellie Akalp, CorpNet | ||
 | The 411 on Owning Real Estate in A Self-Directed IRA Presented by: Daniel Gleich, Madison Trust Company | ||
 | Masterclass Session 5: Living with Medicare | ||
 | Estate Tax Planning from A to L with Alan Gassman Presented by: Alan Gassman, J.D., LL.M., | ||
 | Masterclass Session 4: How to Avoid IRMAA Presented by: Larry Pon, CPA, | ||
 | Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Masterclass Session 3: Enrolling in Medicare | ||
 | Learn Social Security from A to Z from an Expert Presented by: Kurt Czarnowski, | ||
 | Advice on How Clients Can Avoid AI Scams Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino | ||
 | Masterclass Session 2: Getting to know Medicare | ||
 | Ethics and Fiduciary Duties in Investment Advisory Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Common Compliance Deficiencies for Investment Adviser Representatives Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Financial Planning for LGBTQ Clients Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute | ||
 | Masterclass Session 1: Preparing for Medicare Presented by: Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated | ||
 | Empowering Futures: Person-Centered Supports for Individuals with Special Needs Presented by: Kristin Carelton, Special Abilities Network | ||
 | Navigating Prescriptions Costs in 2024: What Your Clients Need to Know Presented by: Tricia Prewitt, | ||
 | Crisis Medicaid Planning and Medicaid Compliant Annuities Presented by: Dale Krause, J.D., LL.M., Krause & Associates | ||
 | Optimizing Credit Scores to Lower Insurance Premiums and MORE Presented by: Tiffany Cross, CredEvolv | ||
 | What to say to Clients who've lost a Loved One Presented by: Kathi Balasek, | ||
 | Innovative Loan Solutions for Clients Building, Bridging or Leveraging Presented by: Mike Crossett, The Federal Savings Bank | ||
 | Basis and Beyond: Planning for Non-Taxable Estates Presented by: Patrick Carlson, Vanilla | ||
 | Powerful Findings from Advisor-Client Communication Survey from YCharts Presented by: Sean Brown, YCharts | ||
 | The Future of Investing Presented by: Harry Mamaysky, QuantStreet Capital | ||
 | Preview of Medicare Masterclass Series (May) and More Presented by: Melinda Caughill, Medicare Expert, | ||
 | Key Birthdays for Tax and Retirement Planning Presented by: Larry Pon, CPA, | ||
 | Organization – Building the Foundation for a Streamlined Practice Presented by: Kate Guillen, SimplicityOps | ||
 | LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn Presented by: Jessica Oliveira, LinkedIn | ||
 | Using Client Biases for their Best Interest Presented by: Dr. Matt J. Goren, CFP®, Cerefi | ||
 | How Clients can Hedge Rising or Sinking Home Prices Presented by: John Dolan, | ||
 | Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers | ||
 | What Clients Need to Know when Changing their Residency Presented by: Joseph Endres, Esq., Hodgson Russ | ||
 | What Financial Planners and CPAs should know about Trusts and Estates Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | How to Avoid The Top 10 Costly IRA Mistakes Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting | ||
 | What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT Presented by: Nellie Akalp, CorpNet, Inc. | ||
 | Roth IRA Conversion thru Real Estate Presented by: Erik Hayden, Urban Catalyst Real Estate | ||
 | Help Clients Understand their Financial Aid Offer Presented by: Matt Carpenter and Peg Keough | ||
 | Guaranteed Income: The Forgotten Household Asset Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions | ||
 | Helping Clients with Restricted Stock Units (RSUs) Presented by: Kevin Brady, CFP® and Chris Jennings, CFP® | ||
 | Decoding Tax Reporting for DSTs (Delaware Statutory Trusts) Presented by: Larry Pon, CPA, | ||
 | An Update on Life Insurance Settlements Presented by: Lisa Rehburg, | ||
 | Estate Planning Concepts with Alan Gassman Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health! Presented by: Rachel Murphy, | ||
 | REASONABLE COMPENSATION FOR S CORPS Presented by: Paul Hamann, RCReports, Inc. | ||
 | A Deep Dive in Qualified Longevity Annuity Contracts (QLACs) Presented by: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company | ||
 | Strategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management | ||
 | How to use Technology to Enhance the Client Planning Experience Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder | ||
 | 3 Strategies for Advisors to Unlock Growth and AUM with CEOs Presented by: Tina Corner Stolz, | ||
 | Navigating Liabilities in Financial Planning: A Guide for Professionals Presented by: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA | ||
 | Tax Planning for the Expiration of the TCJA Presented by: Larry Pon, CPA, | ||
 | Working with Surviving Spouses and Maintaining Your Female Client Base Presented by: Ilene Slatko, | ||
 | END OF LIFE FINANCIAL PLANNING GUIDE Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC | ||
 | Financial Experts Member Update: IAR CE, Website Refresh, Self-Study and more Presented by: Tom Dickson, Financial Experts Network | ||
 | 7 Keys of Retirement Life Presented by: Dave Buck, Infinity LifeStyle Designs | ||
 | Protecting your Clients from Social Security CLAWBACKs Presented by: Larry Kotlikoff, MaximizemySocialSecurity.com | ||
 | How Direct Indexing Works Presented by: Andy Rosenberger, Orion | ||
 | Financial Planning “Counseling” Tools to Foster Trust in Your Clients Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University | ||
 | Special Needs Planning after SECURE 2.0 Presented by: Kristin Carelton and Joseph Scott Kozlowski | ||
 | Multi-Generational Planning for Second Homes and Heirloom Properties Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law | ||
 | Who Uses Reverse Mortgages and Optimal Uses of Them Presented by: Dan Williams and Todd Swanson, C2 Financial Corp. | ||
 | Mastering the Art of Liability Repayment Techniques Presented by: John Thompson, CDLP, CLA and Todd Ballenger | ||
 | What’s Your Tech Stack? Presented by: Michael Collins, WinCap Financial | ||
 | Life Insurance Planning in 2024: A Guide For Financial Advisors Presented by: Lee J. Slavutin, MD, CLU, | ||
 | Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. | ||
 | State of the Commercial Real Estate Market and the Road Ahead Presented by: Dr, Peter Linneman and Louis Rogers | ||
 | Creative Tax and Estate Planning Strategies with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | 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 | ||
 | Analyzing 1040s for Financial Planning Opportunities Presented by: Larry Pon, CPA | ||
 | Top 5 Retirement Planning Questions Advisors Get Asked Presented by: Ted Denbow, Right Capital | ||
 | What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale Presented by: Jerry Michael, SmartLeaf | ||
 | ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions | ||
 | Tax-loss Harvesting: A Primer Presented by: Professor Harry Mamaysky and | ||
 | Critical 2023 Year-End Planning for IRAs and Employer Plans Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting | ||
 | The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation Presented by: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors | ||
 | 8 Ways Clients Can Help You Serve Them Better Presented by: David Leo, | ||
 | ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions | ||
 | Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey" Presented by: Mark Kantrowitz, | ||
 | How Clients can Navigate the SALT Cap Presented by: Larry Pon, CPA, | ||
 | Ethics CE for CFPs Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC | ||
 | Bringing Science to the Art of the Relationship Presented by: Amy Mullen, CFP®, Money Quotient | ||
 | Risking Old Age in America Presented by: Harry S. Margolis, Esq., | ||
 | Inflation-Proof your Retirement with TIPS Presented by: Allan Roth, MBA, CPA, CFP®, Wealth Logic, LLC | ||
 | Ethics and Seniors: Understanding the Mature Market Presented by: Ilene Slatko, DSS Consulting | ||
 | Mastering Workflows in Your Practice Presented by: Kate Guillen, SimplicityOps | ||
 | Active versus Passive ETFs Presented by: Michael Curtis and Judy Jansen, CFA | ||
 | Student and Parent Loans: The Good, The Bad, and the Ugly Presented by: Stuart Siegel, FinancialAidNow.com | ||
 | Redesigning Home for Aging in Place Presented by: Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics | ||
 | Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers Presented by: Paul Peeler, Integrated Financial Group |