| Title | Rating | Date and Time | |
|---|---|---|---|
 | 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 | ||
 | Mathematics of Estate Planning Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | How to determine and execute THE BEST fee billing method for your clients and firm. Presented by: Lacey Shrum, Smart KX | ||
 | IRAs at Death & Beyond Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Research on Market Efficiency + Tax-Efficiency of ETFs vs. Mutual Funds Presented by: Professor Derek Horstmeyer, George Mason University School of Business | ||
 | Insights on the "New" Economy Presented by: Bill Greiner, CFA, Mariner Wealth Advisors | ||
 | Breaking Down LTCI Partnership Policies Presented by: Lori Gubash, CLTC, FICF, Krause & Associates | ||
 | Sustainable Spending from Investments in Retirement Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | 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 | ||
 | 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. |