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Title Rating Date and Time
Wade Pfau Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by: Wade Pfau, PhD, CFA, RICP®,

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

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86%
Jim Dilellio Understanding Short-Term Asset Correlations and Long-Term Trends
Presented by: Jim Dililleo, PhD, Pepperdine University

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81%
Jan The True Cost of Getting Older
Presented by: Jan Mutchler, PhD, University of Massachusetts

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85%
Tom Financial Experts Member Benefits + Resources you may not know about + Self-study
Presented by: Tom Dickson, Financial Experts Network

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Patty Help! I’m Out of Control Before My First Cup of Coffee
Presented by: Patty Kreamer, Productivity Uncorked

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82%
Tom The Role of Home Equity in Divorce Settlements
Presented by: Tom Dickson, Financial Experts Network

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86%
Corey What Financial Advisors should know about Disability Insurance
Presented by: Corey Anderson, disabilitygeek.com

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89%
Bill Economic Update and Impact of Mid-term Elections
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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90%
Fox How Retirement is Different for Women
Presented by: Marjorie Fox, JD and CFP ®, Women WI$E

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79%
Derek How Out-of-State Bonds Help Muni Bond Fund Returns
Presented by: Professor Derek Horstmeyer, George Mason University School of Business

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77%
Lisa Rehburg How Financial Advisors use Life Settlements
Presented by: Lisa Rehburg, Rehburg Life Insurance Settlements

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86%
Olivia Summerhill Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill,

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86%
Travis Parry 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

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82%
George Kinder Training the Life Planning Experience
Presented by: George Kinder and Louis Vollebregt

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79%
Kevin Robertson Demystifying Health Plan Selection
Presented by: Kevin Robertson, HSA Bank

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89%
Ben Lacomis How to qualify for a Mortgage with a lot of Student Loan Debt
Presented by: Ben Lacomis, CSLP®,

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85%
Phil Lubinski Avoiding or Reducing Additional Medicare Premiums (IRMAA)
Presented by: Phil Lubinski, CFP and Greg Geisler, Ph.D.

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90%
Lori Gubash Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency

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85%
Peter Nolan Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera

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84%
Libby Boatwright The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,

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88%
Nate Wilson The Future of Hybrid Planning
Presented by: Nate Wilson, New Retirement

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Tiffany Ballard Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP®

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86%
Mark Wilson Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by: Mark Wilson, APA, CFP®, CapGainsValet.com

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84%
Kevin Robertson Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank

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90%
Bruce Bond ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management

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86%
Aryn Bates The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Personal Risk Advisor

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89%
Mark Kantrowitz How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz,

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78%
Larry Pon What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA,

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89%
Joe Elsasser Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP,

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88%
Jean Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment

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80%
Marc Kiner Situational Social Security
Presented by: Marc Kiner, CPA,

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86%
Griffin Kale Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan

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83%
Megan McCoy 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

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89%
Tom Duffy CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC

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89%
Ric Edelman Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman,

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90%
Joe Messinger The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro

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92%
Josh Yager The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors

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91%
Heather Jarvis Breaking News: Update on Student Loan Cancellation, Payment Pause, Forgiveness
Presented by: Heather Jarvis, Esq.,

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92%
Larry Pon Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA,

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89%
Bill International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors

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84%
Graham Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs

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85%
Jody Lowe PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications

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90%
Edward Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University

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88%
Tiffany Cross Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair

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94%
Jimmy Atkinson How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler

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85%
Larry Pon Ways to Help Child Buy a Home & Gift Tax Reporting Requirements
Presented by: Larry Pon, CPA and Noah Patterson

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95%
Brian Leitner Marketing and Practice Management Ideas you Should Know About
Presented by: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors

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Kevin Robertson HSAs Unlock Savings for Sole Proprietors and Small Businesses
Presented by: Kevin Robertson, The HSA Bank

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95%
Derek ETFs and Mutual Funds - Which to Pick and Why
Presented by: Derek Horstmeyer, George Mason University

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82%
George Kinder How to Begin a Life Planning Conversation
Presented by: George Kinder, Kinder Institute of Life Planning

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75%
Carla Donnelly Got questions about Divorce Planning for your Clients
Presented by: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP

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74%
Gary Zimmerman Interesting Short-Term Investments
Presented by: Gary Zimmerman, www.Maxmyinterest.com

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87%
Scott Stolz Annuity Q&A with Expert Scott Stolz
Presented by: Scott Stolz, CFP, RICP, Simon Markets

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94%
Beau McBride A Crypto/Bitcoin Platform for Financial Planners and their Clients
Presented by: Craig Uhlenkott, Onramp

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75%
Alan Gassman Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M.,

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94%
Greg Geisler The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University

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81%
Tom Dickson Member Update and Training
Presented by: Tom Dickson, Financial Experts Network

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Annalee Kruger Help Clients Navigate the Challenge of Family Caregiving
Presented by: Annalee Kruger, Care Right, Inc.

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89%
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%