Title | Rating | Date and Time | |
---|---|---|---|
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 | |||
SEC's New Marketing Rule and What's Possible with Client Reviews Presented by: Brian Thorp and Leila Shaver, Esq. | |||
Student Loan Repayment Restart and the Impact Of Legislative Changes Presented by: Fred Amrein, PayforEd | |||
Bob Keebler's Best Tax Planning Ideas for 2023 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | |||
Holistic Life Planning: More Important Than Ever! Presented by: George Kinder, The Kinder Institute | |||
Is Direct Indexing Right for your Clients? Presented by: John Rekenthaler, Morningstar | |||
Premarital Financial Counseling Best Practices Presented by: Marcella Mollon-Williams, BFA, Legacy Builder Group | |||
Annuities and Risk Pooling Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | |||
A Great Checklist for Buying a Financial Planner Practice Presented by: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A. | |||
Estate Planning Technology for Financial Advisors Presented by: Diana Cabrices, | |||
The Pros and Cons of using an S Corp. Presented by: Larry Pon, CPA, | |||
Managing Held-Away Assets and ERISA Responsibilities Presented by: Kevin T Clark, RF™ | |||
Better Advice for clients who own Investment Property Presented by: Rich Arzaga, CFP, | |||
Career Planning as a Pathway to Financial Wellness Presented by: Ray Giese, CFP, Career Pathways | |||
How ESOPs benefit Business Owners and Employees Presented by: Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc. | |||
Green and Natural Burial Practices Presented by: Jodi Clock, | |||
How Medicare “Fits” In Retirement Planning Presented by: Ed Smith, CFP®, MBA, Valor Wealth | |||
Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms Presented by: Alan Gassman, J.D., LL.M., Gassman Law | |||
How Financial Anxiety Impacts the Planner-Client relationship. Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University | |||
Not So Obvious Mega Back-Door Strategy from Financial Planner Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC | |||
What a Financial Advisor Learned from Retiring Presented by: Michael F. Kay, | |||
Redefining the Optimal retirement Income Strategy Presented by: David Blanchett, PGIM | |||
How RIAs launch their OWN ETFs Presented by: Patrick Cleary, ETF Architect | |||
Innovative Ways to Capture Greater FDIC Insurance Presented by: Gary Zimmerman, MaxMyInterest.com | |||
Creative Charitable Planning Strategies for 2023 Presented by: Dennis Ladd, Fidelity Charitable | |||
Streamlining Operations and Workflows with the CRM as the Hub Presented by: Kate Guillen, Simplicity Ops | |||
11 Factors to Consider: To Carry a Big, Long Mortgage...or Not Presented by: John Thompson, CLA, CDLP and Todd Ballenger | |||
Valuing a Roth Conversion under Tax and Return Uncertainty Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School | |||
How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer Presented by: Steve Mancini, Esq., | |||
How Government Guarantees work with Reverse Mortgages Presented by: Joe DeMarkey, | |||
Financial Planning to Help Solve Three Caregiving Challenges Presented by: Denise M. Brown, The Caregiver Years Training Academy |