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TitleRatingDate and Time
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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Alan GassmanMathematics of Estate Planning
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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Lacey ShrumHow to determine and execute THE BEST fee billing method for your clients and firm.
Presented by: Lacey Shrum, Smart KX

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Bob KeeblerIRAs at Death & Beyond
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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Derek HorstmeyerResearch on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds
Presented by: Professor Derek Horstmeyer, George Mason University School of Business

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Bill GreinerInsights on the "New" Economy
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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Lori GubashBreaking Down LTCI Partnership Policies
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates

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Wade PfauSustainable Spending from Investments in Retirement
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile

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Michelle O'HarenSeven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by: Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life

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Diana CabricesThe Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by: Diana Cabrices,

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Andy PankoWhat Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial

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Louise SchroederLong Term Services and Supports Systems: The Aging and Disability Networks
Presented by: Louise Schroeder,

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Kevin McNeeBest States for setting up a Trust + The 411 on Directed Trusts
Presented by: Kevin McNee, Madison Trust Company

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Matthew RappaportA Crash Course on 1031 Exchanges for Financial Advisors
Presented by: Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP

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DianeAvoiding Devastating Medicare Mistakes
Presented by: Melinda Caughill and Diane Omdahl

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Ric EdelmanFinancial Planning in the Age of Longevity
Presented by: Ric Edelman, Digital Assets Council of Financial Professionals

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Stevyn GuinnipYour Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy

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Karen WeiskopfFinancial Advisor Prospecting and Marketing Simplified
Presented by: Karen Weiskopf and Michael Collins, CFA

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Laurie SteinerDebunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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David Blanchett(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM

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Robert LauraDisrupting Retirement Planning With Retirement Intelligence or RQ
Presented by: Robert Laura, CRPC,

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Tim BurkePros and Cons of Intra-Family Mortgages
Presented by: Timothy Burke and John H. Biebel, JD, CFP ®

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Sue ChesneyStreamline your Financial Planning Process
Presented by: Sue Chesney, CFP, Planning Zoo

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Bob KeeblerWealth 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

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Gordon SteinZero 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,

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Michelle Atlas QuinnHow to Avoid Investor Complaints
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw

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Lisa Rehburg5 Things to know about Life Insurance Settlements
Presented by: Lisa Rehburg,

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Wade PfauDrive Growth and Deeper Client Relationships with the RISA - Session 2

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Edward McQuarrieHelping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie,

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Wade PfauDrive Growth and Deeper Client Relationships with the RISA - Session 1

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Andy PankoHow I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial

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Matt CarpenterSolutions to Enhance your College Planning Capabilities
Presented by: Matt Carpenter, College Aid Pro

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KevinSpecial Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law

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Laurie SteinerThe 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.

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Jodi ClockThe Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock,

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Harry MargolisBaby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino

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Ben LacomisAll About Parent Plus Loans
Presented by: Ben Lacomis, CSLP®, StudentLoanPlanner.com

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Bob KeeblerDecoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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Aryn BatesPersonal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall

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Christina LivadaryThe Pause... The Secret to Great Listening
Presented by: George Kinder and Cristina Livadary, CFP® and Registered Life Planner®

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Larry PonRoth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by: Larry Pon, CPA,

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Wade PfauWade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®,

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Scott SniderHow Business Owner Clients Can Optimize the Sale of their Business
Presented by: Scott Snider and Sean Hutchinson, CEPA, CMAA

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