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Title Rating Date and Time
Bill Greiner Economist on Risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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94%
Greg Geisler The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University

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77%
Jeff Rattiner CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner,

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93%
Chris Brady Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp.

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86%
Brett Munster What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp

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87%
Lori Gubash 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.

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92%
Marcus Foote A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge

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91%
Dave Francis One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot

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91%
Larry Pon How SECURE 2.0 can Change Retirement Planning
Presented by: Larry Pon, CPA,

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97%
Steve Mancini Trustee Training: Rights and Responsibilities
Presented by: Steve Mancini and Kate Langmore

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99%
Chris Abbott Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation
Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management

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86%
Laurie Steiner The Pros and Cons of Revocable Trusts
Presented by: Laurie Steiner,

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90%
Edward McQuarrie When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University

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83%
Derek Horstmeyer Portfolio Allocation in an Inflationary Environment
Presented by: Derek Horstmeyer, George Mason University

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74%
Larry Ponn Tax Planning for an Early Retirement
Presented by: Larry Pon, CPA,

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90%
Melinda Caughill Medicare Optimization
Presented by: Melinda Caughill,

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88%
Andrea Feirstein State Run Retirement Plans and Small Business Owners
Presented by: Andrea Feirstein and Ellen Breslow

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83%
Diane Pearson Key Factors to Consider with any Divorce
Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq.

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90%
Wade Pfau Wade Pfau’s Latest Research on Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services

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93%
Scott Stolz How Living Benefits with Annuities Work
Presented by: Scott Stolz, CFP, RICP, Simon Markets

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98%
Steve Loeb Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by: Steven Loeb,

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93%
Ed Mercier A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Presented by: Ed Mercier, RetireOne

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85%
Dale Krause Encore Session with Medicaid Planning Expert
Presented by: Dale Krause, J.D., LL.M., Krause Financial

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86%
Larry Pon Early Distribution Exceptions
Presented by: Larry Pon, CPA,

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93%
Roy Ramthun The Power of Health Savings Accounts
Presented by: Roy Ramthun,

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91%
Saki Kurose Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by: Saki Kurose, CSLP, Insight Financial Strategists

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79%
Frank Piscitelli 1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Presented by: Frank Piscitelli and Chris Carr

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87%
Joe Messinger How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro

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89%
Tiffany Cross The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross,

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89%
Brad Gornot IMMEDIATE Tax Savings from Future Annual Charitable Gifts – NOW is the Time to Take a Closer Look at the “iCLAT”
Presented by: Brad Gornto, Esq., LL.M and Sam Landman, Esq.

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90%
Jim Dilellio Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School

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87%
Tom Member Update: New website features--Self-study + Client Invite
Presented by: Tom Dickson, Financial Experts Network

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Larry Pon How To Plan With the New 1040
Presented by: Larry Pon, CPA,

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87%
Chris Hastings Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings,

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76%
Jed Collins Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle

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89%
Dale Krause Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M.,

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91%
Larry Pon Taxes for Those Who’ve Lost a Spouse
Presented by: Larry Pon, CPA,

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92%
Laurien Steiner Essential Estate Planning Documents & Probable Avoidance
Presented by: Laurie Steiner, Esq.,

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91%
Larry Kotlikoff Does a Split Strategy make sense with Social Security
Presented by: Larry Kotlikoff,

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72%
Dave Goldman Solution for Managing A Client's Held-Away 401(k) Assets
Presented by: David Goldman, Feex

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85%
Scott Stolz Understanding How and When Variable Annuities can Help
Presented by: Scott Stolz, Simon Markets

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85%
Joe Quantifying The True "Net" Cost Of College
Presented by: Joe Messenger, CFP

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91%
Tom Financial Experts Subscribers: 2021 Review and 2022 Plans
Presented by: Tom Dickson, Financial Experts Network

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Mark Last Minute College Financial Aid Tips + Student Loan Comparisons
Presented by: Mark Kantrowitz,

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64%
Heather Jarvis The New Rules On Public Service Loan Forgiveness
Presented by: Heather Jarvis, Esq.,

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92%
Ron The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income
Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP®

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76%
Nancy Pioneer ETF Founder on Inflation and Deflation Strategies
Presented by: Nancy Davis, Quadratic Capital

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Ryan Demystifying how ETFs Work
Presented by: Ryan Szakacs, J.P. Morgan

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82%
Larry Employer Retirement Plans and Net Unrealized Appreciation
Presented by: Larry Pon,

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91%
Harry Specialty Insurances for your 65+ Clients
Presented by: Harry Rittner, Ritter Insurance Marketing

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76%
Laurie Understanding Medicaid Planning
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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90%
Michelle Possible Changes in Tax Legislation: What You Need to Know and How to Demonstrate the Impact of Changes
Presented by: Celeste Revelli, CFP® and Michelle Riiska, ChFC®

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57%
Derek Dynamic Retirement Income Planning
Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick

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63%
Mac Financial Literacy: The Challenge and What You Can Do About It!
Presented by: Mac Gardner, CFP®, FinLit Tech

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86%
Bob Vandy A Refresher on Today's Long-Term Care Insurance Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

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90%
Sarah Financial Self-Efficacy: What it Is and Why You Need To know About It
Presented by: Sarah D. Asebedo, Ph.D., CFP®, Texas Tech University School of Financial Planning

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87%
Stevynn THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO
Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy

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85%
Tiffany Cross Optimize Your FICO Score & Prepare for Possible Changes to FICO
Presented by: Tiffany Cross, Dedicated Credit Repair

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95%
Mark Wilson Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®,

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83%
Wade Navigating the New Era of Low Interest Rates
Presented by: Wade Pfau, PhD, CFA, RICP and David Lau

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87%
Melinda Caughill Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans
Presented by: Melinda Caughill, i65

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95%
Jill Successful Marketing For Financial Advisors + Member Updates
Presented by: Jill Addison, FA Client Machine

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68%
Steve Mancini A Case Study in Advanced Estate Planning
Presented by: Steve Mancini,

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72%
Elizabeth Rose Quantifying Mortgage Choices
Presented by: Elizabeth Rose, AMCAP Mortgage

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86%
FAFSA and College Financial Aid Advice from America's Expert
Presented by: Mark Kantrowitz,

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73%
Scott Cutting through the Complexity of Structured Annuities
Presented by: Scott Stolz, Simon Markets

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94%
Life Insurance is more important than ever.
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

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77%
Ideas to Pay it Forward
Presented by: Steve Greene and Rick Swartz

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90%
Arnie Insight on Solvency of Social Security from Former Social Security Director
Presented by: Kurt Czarnowski,

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92%
A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation
Presented by: Shehan Chandrasekera, CoinTracker

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83%
The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman

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91%
Quantifying the Financial Benefits of Roth Conversions
Presented by: Joe Elsasser, CFP®,

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94%
Carla Helping Clients Navigate through Gray Divorce
Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™

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88%
Heather Student Loan Payment Options during the Pandemic Pause AND Beyond
Presented by: Heather Jarvis, Esq.,

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96%
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,

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92%
Got Questions About Bitcoin, Cryptocurrency and Block Chain?
Presented by: Adam Blumberg,

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What to consider before changing firms
Presented by: Leila Shaver, Esq., MyRIALawyer

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85%
Understand the True Cost Of College and How To Pay For It
Presented by: Mark Salisbury and Joe Messinger, CFP

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92%
Tales from the Trenches: Marketing That Works for Advisors Today
Presented by: Marie Swift,

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75%
A CFP® educates you on Bitcoin, Crypto, Blockchain & More
Presented by: Adam Blumberg, CFP®, Interaxis

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85%
Melinda Caughill Special Medicare Q&A Session with TRUE Expert
Presented by: Melinda Caughill, i65

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97%
Brad Help Clients Generate IMMEDIATE Tax Savings this Year from Their Future Gifts to Charity – Meet the iCLAT
Presented by: Brad B. Gornto, Esq., LL.M and Sam Landman

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98%
Leading Economists debate Inflation Risk
Presented by: Larry Kotlikoff and Ed Leamer

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73%
Scott Annuity Expert: The 411 on Fixed and Indexed Annuities
Presented by: Scott Stolz, CFP®, RICP®, Simon Markets

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92%
Tom How Financial Planner Clients Use Reverse Mortgages
Presented by: Terry Hancock and Tom Dickson

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83%
Joe Elsasser Social Security Strategies for Possible Changes Ahead
Presented by: Joe Elsasser, CFP®, Covisum

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93%
David How Annuities are Built + Use Cases
Presented by: David Lau, DPL Financial Partners

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83%
Ray Giese Career Development Planning to GROW a Client's Earnings Potential
Presented by: Ray Giese,

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80%
Jody Bruns Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals

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93%
Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine

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83%
The Art & Science of Settlement Planning
Presented by: Joseph Di Gangi, CFP,

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93%
Steve Mancini Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP

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86%
Roth IRA Conversions: Pay Taxes Once and Never Again
Presented by: Jim Lange, Lange Financial Group, LLC

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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto

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81%
A 1031 Exchange Case Study + NEW Website Features
Presented by: Tom Dickson and Frank Piscitelli

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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard

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95%
The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman,

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92%
Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter

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81%
Media Points for Financial Advisors
Presented by: Jody Lowe, The Lowe Group

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Tiffany How Credit Scores Impact Your Mortgage Interest Rate... and other Factors
Presented by: Tiffany Cross and Terry Hancock

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96%