Title | Rating | Date and Time | |
---|---|---|---|
Seven Ideas to Manage the Required Minimum Distribution Rules for Owners Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life | |||
The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice Presented by: Diana Cabrices, | |||
What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial | |||
Long Term Services and Supports Systems: The Aging and Disability Networks Presented by: Louise Schroeder, | |||
Best States for setting up a Trust + The 411 on Directed Trusts Presented by: Kevin McNee, Madison Trust Company | |||
A Crash Course on 1031 Exchanges for Financial Advisors Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP | |||
Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning Presented by: Dale Krause, J.D., LL.M., Krause & Associates | |||
Avoiding Devastating Medicare Mistakes Presented by: Melinda Caughill and Diane Omdahl | |||
Financial Planning in the Age of Longevity Presented by: Ric Edelman, Digital Assets Council of Financial Professionals | |||
Your Health is Your Most Valuable Asset Presented by: Stevyn Guinnip, Grow Wellthy | |||
Financial Advisor Prospecting and Marketing Simplified Presented by: Karen Weiskopf and Michael Collins, CFA | |||
Debunking 10 Common Estate Planning Myths Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. | |||
(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement Presented by: David Blanchett, PhD, CFA, CFP®, PGIM | |||
Disrupting Retirement Planning With Retirement Intelligence or RQ Presented by: Robert Laura, CRPC, | |||
Pros and Cons of Intra-Family Mortgages Presented by: Timothy Burke and John H. Biebel, JD, CFP ® | |||
Streamline your Financial Planning Process Presented by: Sue Chesney, CFP, Planning Zoo | |||
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 | |||
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, | |||
How to Avoid Investor Complaints Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | |||
5 Things to know about Life Insurance Settlements Presented by: Lisa Rehburg, | |||
Drive Growth and Deeper Client Relationships with the RISA - Session 2 | |||
Helping Clients Cope with their Required Minimum Distributions Presented by: Professor Emeritus Ed McQuarrie, | |||
Drive Growth and Deeper Client Relationships with the RISA - Session 1 | |||
How I built my Practice with a Facebook Group Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial | |||
Solutions to Enhance your College Planning Capabilities Presented by: Matt Carpenter, College Aid Pro | |||
Special Needs Planning: Fundamentals and Avoiding Common Pitfalls Presented by: Kevin Urbatsch, Esq., Urbatsch Law | |||
The 411 on Veteran's Aid and Attendance Benefits Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. | |||
The Hot Estate Planning Tool: Pet Trusts Presented by: Jodi Clock, | |||
Baby Boomer's Guide to Trusts Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino | |||
All About Parent Plus Loans Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com | |||
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | |||
Personal Insurance: Asset Protection for Affluent Clients Presented by: Aryn Bates, Overmyer Hall | |||
The Pause... The Secret to Great Listening Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner® | |||
Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs. Presented by: Larry Pon, CPA, | |||
Wade Pfau’s Retirement Income Style Awareness Tool (RISA®) Presented by: Wade Pfau, PhD, CFA, RICP®, | |||
How Business Owner Clients Can Optimize the Sale of their Business Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA | |||
Understanding Short-Term Asset Correlations and Long-Term Trends Presented by: Jim Dililleo, PhD, Pepperdine University | |||
The True Cost of Getting Older Presented by: Jan Mutchler, PhD, University of Massachusetts | |||
Financial Experts Member Benefits + Resources you may not know about + Self-study Presented by: Tom Dickson, Financial Experts Network | |||
Help! I’m Out of Control Before My First Cup of Coffee Presented by: Patty Kreamer, Productivity Uncorked | |||
The Role of Home Equity in Divorce Settlements Presented by: Tom Dickson, Financial Experts Network | |||
What Financial Advisors should know about Disability Insurance Presented by: Corey Anderson, disabilitygeek.com | |||
Economic Update and Impact of Mid-term Elections Presented by: Bill Greiner, CFA, Mariner Wealth Advisors | |||
How Retirement is Different for Women Presented by: Marjorie Fox, JD and CFP ®, Women WI$E | |||
How Out-of-State Bonds Help Muni Bond Fund Returns Presented by: Professor Derek Horstmeyer, George Mason University School of Business | |||
How Financial Advisors use Life Settlements Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements | |||
Divorce Planning for Ultra NW Clients is Different Presented by: Olivia Summerhill, | |||
Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World Presented by: Dr. Travis Parry, Make Time Institute | |||
Training the Life Planning Experience Presented by: George Kinder and Louis Vollebregt | |||
Demystifying Health Plan Selection Presented by: Kevin Robertson, HSA Bank | |||
How to qualify for a Mortgage with a lot of Student Loan Debt Presented by: Ben Lacomis, CSLP®, | |||
Avoiding or Reducing Additional Medicare Premiums (IRMAA) Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D. | |||
Breaking Down Today’s Most Popular LTCI Products Presented by: Lori Gubash, CLTC, FICF, The Krause Agency | |||
Technology to help you manage held away 401(k) Assets Presented by: Dave Goldman, Pontera | |||
The Last Things We Talk About: End of Life Estate Planning Map Presented by: Libby Boatwright, CFP, | |||
The Future of Hybrid Planning Presented by: Nate Wilson, New Retirement | |||
Financial Planners share how Clients have used Reverse Mortgages Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP® | |||
Mutual Fund Capital Gains: Reducing Salt In The Wound Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com | |||
Medicare and Health Savings Accounts (HSAs) Presented by: Kevin Robertson, The HSA Bank | |||
ETF Pioneer on Buffered Products Presented by: Bruce Bond, Innovator Capital Management | |||
The Major Impact of the Pandemic on Homeowners Insurance Presented by: Aryn Bates, Personal Risk Advisor | |||
How to Graduate with Little or No Debt Presented by: Mark Kantrowitz, | |||
What the Inflation Reduction Act means to Clients Presented by: Larry Pon, CPA, | |||
Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech Presented by: Joe Elsasser, CFP, | |||
Wealth & Wellness Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment | |||
Situational Social Security Presented by: Marc Kiner, CPA, | |||
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges Presented by: Griffin Kale, Holistiplan | |||
Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University | |||
CFP Approved Ethics CE Program Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC | |||
Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin Presented by: Ric Edelman, | |||
The Future of Financial Aid Presented by: Joe Messinger, CFP®, College Aid Pro | |||
The financial advisors role in the administration of long-term trusts Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors | |||
Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness Presented by: Heather Jarvis, Esq., | |||
Refresher on Current & Proposed Rules for Inherited IRAS Presented by: Larry Pon, CPA, | |||
International Equity: The Forgotten Market Presented by: Bill Greiner, CFA, Mariner Wealth Advisors | |||
Defined Outcome ETFs Presented by: Graham Day, CFA, Innovator Capital ETFs | |||
PR and Media Tips for Financial Planners Presented by: Jody Lowe, Lowe Communications | |||
Stocks for the Long Run? Sometimes Yes. Sometimes No. Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University | |||
Big Changes to FICO Scores and Credit Reports Presented by: Tiffany Cross, Dedicated Credit Repair | |||
How Qualified Opportunity Zone Investments Work Presented by: Jimmy Atkinson and Chris Loeffler | |||
Ways to Help Child Buy a Home & Gift Tax Reporting Requirements Presented by: Larry Pon, CPA and Noah Patterson | |||
Marketing and Practice Management Ideas you Should Know About Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors | |||
HSAs Unlock Savings for Sole Proprietors and Small Businesses Presented by: Kevin Robertson, The HSA Bank | |||
ETFs and Mutual Funds - Which to Pick and Why Presented by: Derek Horstmeyer, George Mason University | |||
How to Begin a Life Planning Conversation Presented by: George Kinder, Kinder Institute of Life Planning | |||
Got questions about Divorce Planning for your Clients Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP | |||
Interesting Short-Term Investments Presented by: Gary Zimmerman, www.Maxmyinterest.com | |||
Annuity Q&A with Expert Scott Stolz Presented by: Scott Stolz, CFP, RICP, Simon Markets | |||
A Crypto/Bitcoin Platform for Financial Planners and their Clients Presented by: Craig Uhlenkott, Onramp | |||
Asset Protection from A to Z Presented by: Alan Gassman, J.D., LL.M., | |||
The Social Security "Tax Torpedo" Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University | |||
Member Update and Training Presented by: Tom Dickson, Financial Experts Network | |||
Help Clients Navigate the Challenge of Family Caregiving Presented by: Annalee Kruger, Care Right, Inc. | |||
Economist on Risk of Stagflation Presented by: Bill Greiner, CFA, Mariner Wealth Advisors | |||
The Rank Order of Investing and Paying Down Debts Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University | |||
CFP® Board Code of Ethics CE Program (2 hours) Presented by: Jeff Rattiner, | |||
Mortgage Planning for Life Events + Client's Adult Children Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp. | |||
What every Financial Advisor should know about Bitcoin Presented by: Brett Munster, OnRamp | |||
The Current State of LTCI and How it Fits in Your Client’s Retirement Plan Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M. | |||
A Solution for Large 401(k)s: The In Marriage QDRO® Presented by: Marcus Foote and Stephanie Prestridge |