Title | Rating | Date and Time | |
---|---|---|---|
![]() | 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 | ||
![]() | Alzheimer’s Disease: What You Should Know, and What to do Next Presented by: Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America | ||
![]() | Downsizing and Moving is Different for Seniors Presented by: Nikki Buckelew, PH.D., Seniors Real Estate Institute | ||
![]() | Estimating the End of Retirement Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions | ||
![]() | End-of-Year LTCi Strategies for Clients Presented by: Lori Gubash, CLTC, FICF, Krause & Associates | ||
![]() | Here comes Medicare’s Open enrollment period… Learn what’s new Presented by: Melinda Caughill, i65 Incorporated | ||
![]() | Tom Dickson Update For Financial Experts Subscribers Presented by: Tom Dickson | ||
![]() | Tax Planning with Reverse Mortgages Presented by: Shain Urwin and Carrie Jones | ||
![]() | Tax Strategies for Upper-Middle Class Clients Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
![]() | Which Type of Retirement Plan is Best for a Business Owner Presented by: Scott Cloud, MPA, CPC, The Retirement Plan Company | ||
![]() | A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits Presented by: Brad Gornto, JD, LL.M, | ||
![]() | What You Should Know About The New Student Loan Repayment Option Presented by: Drew Schlotter, CFP®, Certified College Financial Consultant, Woodson Wealth Management | ||
![]() | Insuring the Sharing Economy Presented by: Erin K. Luczak, CPRIA, USI | ||
![]() | Artificial Intelligence "AI" Tool Built for Financial Advisors Presented by: Marc Butler, Wealth Management GPT | ||
![]() | Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities Presented by: Eido Walny, JD, AEP, EPLS, Walny Legal Group | ||
![]() | 529 Plan Tax Benefits and New Rules on Roth Conversions Presented by: Larry Pon, CPA, | ||
![]() | Learn about Self-Directed IRAs for Alternative Assets Presented by: Daniel Gleich, Madison Trust Company | ||
![]() | A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites) Presented by: Kol Peterson, Accessory Dwelling Strategies | ||
![]() | A Compelling Tax Mitigation Strategy: IMMEDIATE Tax Savings from Future Annual Charitable Gifts – Meet the iCLAT Presented by: Brad Gornto, JD, LL.M, | ||
![]() | How to Evaluate Nonprofits and Smarter Giving Practices Presented by: Maeve Miccio, Fidelity Investments | ||
![]() | Industry Leader On ESOPs Presented by: Phillip DeDominicis, The Menke Group | ||
![]() | What every Advisor should know about VA Loans Presented by: Michael Crossett, The Federal Savings Bank | ||
![]() | Everything You Wanted To Know About Artificial Intelligence (A.I.) Presented by: Bryan Kelly, AQR Capital | ||
![]() | Opportunity Zones and Qualified Small Business Stock Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), FRB Law | ||
![]() | Innovative Allocation Strategies with Indexed Annuities Presented by: Scott Stolz, CFP, RICP, iCapital | ||
![]() | What is the ‘Right’ Option for a Spouse Beneficiary? Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting | ||
![]() | Managing a Client’s Dynamic Withdrawals Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown | ||
![]() | How to Track Client Spending Presented by: Carrie Jones, CFP, Delegated Planning |