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TitleRatingDate and Time
David GourleyStrategies for Student Loan Forgiveness, Parent Plus Loans and Optimal Tax Filing Status
Presented by: David Gourley, CSLP, each Plan Retire & AEL Wealth Management

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Multiple speakersHow to use Technology to Enhance the Client Planning Experience
Presented by: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder

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Tina Corner Stolz3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Presented by: Tina Corner Stolz,

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

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Larry PonTax Planning for the Expiration of the TCJA
Presented by: Larry Pon, CPA,

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Ilene SlatkoWorking with Surviving Spouses and Maintaining Your Female Client Base
Presented by: Ilene Slatko,

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

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

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Dave Buck7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs

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

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AndyHow Direct Indexing Works
Presented by: Andy Rosenberger, Orion

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

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Kristin CareltonSpecial Needs Planning after SECURE 2.0
Presented by: Kristin Carelton and Joseph Scott Kozlowski

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

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

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

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Michael CollinsWhat’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial

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

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

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

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

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Laurence BlackA 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

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Larry PonAnalyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA

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Ted DenbowTop 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital

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

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

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Harry MamayskyTax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and

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

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

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David Leo8 Ways Clients Can Help You Serve Them Better
Presented by: David Leo,

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

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

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Larry PonHow Clients can Navigate the SALT Cap
Presented by: Larry Pon, CPA,

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Tom DuffyEthics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

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

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Harry MargolisRisking Old Age in America
Presented by: Harry S. Margolis, Esq.,

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

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IleneEthics and Seniors: Understanding the Mature Market
Presented by: Ilene Slatko, DSS Consulting

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KateMastering Workflows in Your Practice
Presented by: Kate Guillen, SimplicityOps

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Judy JansenActive versus Passive ETFs
Presented by: Michael Curtis and Judy Jansen, CFA

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

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

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

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

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

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

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

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

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Tom DicksonTom Dickson Update For Financial Experts Subscribers
Presented by: Tom Dickson

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

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

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

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

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

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Erin LuczakInsuring the Sharing Economy
Presented by: Erin K. Luczak, CPRIA, USI

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

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

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Larry Pon529 Plan Tax Benefits and New Rules on Roth Conversions
Presented by: Larry Pon, CPA,

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

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Kol PetersonA 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 GornotA 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 SwitzerHow to Evaluate Nonprofits and Smarter Giving Practices
Presented by: Maeve Miccio, Fidelity Investments

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Phil DeDominicisIndustry Leader On ESOPs
Presented by: Phillip DeDominicis, The Menke Group

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

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

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

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Scott StolzInnovative Allocation Strategies with Indexed Annuities
Presented by: Scott Stolz, CFP, RICP, iCapital

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Denise ApplebyWhat 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 GrayManaging a Client’s Dynamic Withdrawals
Presented by: Andrew Gray, CFP®, CRPC® and Jeff Brown

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Carrie JonesHow to Track Client Spending
Presented by: Carrie Jones, CFP, Delegated Planning

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

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

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Bob KeeblerBob 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 KinderHolistic Life Planning: More Important Than Ever!
Presented by: George Kinder, The Kinder Institute

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John RekenthalerIs Direct Indexing Right for your Clients?
Presented by: John Rekenthaler, Morningstar

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

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Wade PfauAnnuities and Risk Pooling
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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Michelle Atlas QuinnA 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 CabricesEstate Planning Technology for Financial Advisors
Presented by: Diana Cabrices,

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

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

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Rich ArzagaBetter Advice for clients who own Investment Property
Presented by: Rich Arzaga, CFP,

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

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Leslie LaurerHow 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 ClockGreen and Natural Burial Practices
Presented by: Jodi Clock,

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

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

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

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John BiebelNot So Obvious Mega Back-Door Strategy from Financial Planner
Presented by: John Biebel, CFP, J.D., Ridley Cove, LLC

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Michael KayWhat a Financial Advisor Learned from Retiring
Presented by: Michael F. Kay,

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David BlanchettRedefining the Optimal retirement Income Strategy
Presented by: David Blanchett, PGIM

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Patrick ClearyHow RIAs launch their OWN ETFs
Presented by: Patrick Cleary, ETF Architect

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Gary ZimmermanInnovative Ways to Capture Greater FDIC Insurance
Presented by: Gary Zimmerman, MaxMyInterest.com

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Dennis LaddCreative Charitable Planning Strategies for 2023
Presented by: Dennis Ladd, Fidelity Charitable

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

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John Thompson11 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 DilellioValuing a Roth Conversion under Tax and Return Uncertainty
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School

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

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Joe DeMarkeyHow Government Guarantees work with Reverse Mortgages
Presented by: Joe DeMarkey,

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

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