| Title | Rating | Date and Time | |
|---|---|---|---|
 | One-of-a-Kind Medicare Plan Comparison and Shopping Tool Presented by: Dave Francis, Healthpilot | ||
 | How SECURE 2.0 can Change Retirement Planning Presented by: Larry Pon, CPA, | ||
 | Trustee Training: Rights and Responsibilities Presented by: Steve Mancini and Kate Langmore | ||
 | Beyond Cryptocurrencies: Blockchain Technology that can Drive the Next Wave of Innovation Presented by: Chris Abbott, CFA®, CIO, 1035 Capital Management | ||
 | The Pros and Cons of Revocable Trusts Presented by: Laurie Steiner, | ||
 | 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 | ||
 | Portfolio Allocation in an Inflationary Environment Presented by: Derek Horstmeyer, George Mason University | ||
 | Tax Planning for an Early Retirement Presented by: Larry Pon, CPA, | ||
 | Medicare Optimization Presented by: Melinda Caughill, | ||
 | State Run Retirement Plans and Small Business Owners Presented by: Andrea Feirstein and Ellen Breslow | ||
 | Key Factors to Consider with any Divorce Presented by: Diane Pearson, CDFA and Carla Donnelly, Esq. | ||
 | Wade Pfau’s Latest Research on Reverse Mortgages Presented by: Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services | ||
 | How Living Benefits with Annuities Work Presented by: Scott Stolz, CFP, RICP, Simon Markets | ||
 | Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions Presented by: Steven Loeb, | ||
 | A New Kind of Retirement Income Insurance: Contingent Deferred Annuity Presented by: Ed Mercier, RetireOne | ||
 | Encore Session with Medicaid Planning Expert Presented by: Dale Krause, J.D., LL.M., Krause Financial | ||
 | Early Distribution Exceptions Presented by: Larry Pon, CPA, | ||
 | The Power of Health Savings Accounts Presented by: Roy Ramthun, | ||
 | Student Loan Repayment Strategies for Student and Parent Borrowers Presented by: Saki Kurose, CSLP, Insight Financial Strategists | ||
 | 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 | ||
 | How to Analyze and Appeal College Financial Aid Presented by: Joe Messinger, CFP®, College Aid Pro | ||
 | The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross Presented by: Tiffany Cross, | ||
 | 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. | ||
 | Seeking Tax Alpha in Retirement Income Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School | ||
 | Member Update: New website features--Self-study + Client Invite Presented by: Tom Dickson, Financial Experts Network | ||
 | How To Plan With the New 1040 Presented by: Larry Pon, CPA, | ||
 | Fee and Billing Strategies of Financial Planners Presented by: Chris Hastings, | ||
 | Financial Literacy for 15-24 Year-Olds Presented by: Jedidiah Collins, CFP, Your Money Vehicle | ||
 | Using Annuities to Accelerate Medicaid Eligibility Presented by: Dale Krause, J.D. LL.M., | ||
 | Taxes for Those Who’ve Lost a Spouse Presented by: Larry Pon, CPA, | ||
 | Essential Estate Planning Documents & Probable Avoidance Presented by: Laurie Steiner, Esq., | ||
 | Does a Split Strategy make sense with Social Security Presented by: Larry Kotlikoff, | ||
 | Solution for Managing A Client's Held-Away 401(k) Assets Presented by: David Goldman, Feex | ||
 | Understanding How and When Variable Annuities can Help Presented by: Scott Stolz, Simon Markets | ||
 | Quantifying The True "Net" Cost Of College Presented by: Joe Messenger, CFP | ||
 | Financial Experts Subscribers: 2021 Review and 2022 Plans Presented by: Tom Dickson, Financial Experts Network | ||
 | Last Minute College Financial Aid Tips + Student Loan Comparisons Presented by: Mark Kantrowitz, | ||
 | The New Rules On Public Service Loan Forgiveness Presented by: Heather Jarvis, Esq., | ||
 | The Impact of Healthcare Costs and Longevity have on a Client's Retirement Income Presented by: Ron Mastrogiovanni and Phil Lubinski, CFP® | ||
 | Pioneer ETF Founder on Inflation and Deflation Strategies Presented by: Nancy Davis, Quadratic Capital | ||
 | Demystifying how ETFs Work Presented by: Ryan Szakacs, J.P. Morgan | ||
 | Employer Retirement Plans and Net Unrealized Appreciation Presented by: Larry Pon, | ||
 | Specialty Insurances for your 65+ Clients Presented by: Harry Rittner, Ritter Insurance Marketing | ||
 | Understanding Medicaid Planning Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd. | ||
 | 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® | ||
 | Dynamic Retirement Income Planning Presented by: Derek Tharp, Ph.D., CFP®, CLU® and Justin Fitzpatrick | ||
 | Financial Literacy: The Challenge and What You Can Do About It! Presented by: Mac Gardner, CFP®, FinLit Tech | ||
 | A Refresher on Today's Long-Term Care Insurance Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) | ||
 | 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 | ||
 | THE WELLTHY ADVISOR: HOW TO LIVE WELL, RETIRE WELLTHY & HELP YOUR CLIENTS DO IT, TOO Presented by: Stevyn Guinnip, MSEd, CWC, Grow Wellthy | ||
 | Optimize Your FICO Score & Prepare for Possible Changes to FICO Presented by: Tiffany Cross, Dedicated Credit Repair | ||
 | Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP® Presented by: Mark Wilson, APA, CFP®, | ||
 | Navigating the New Era of Low Interest Rates Presented by: Wade Pfau, PhD, CFA, RICP and David Lau | ||
 | Medicare Open Enrollment Options and Tips for Evaluating Medicare Plans Presented by: Melinda Caughill, i65 | ||
 | Successful Marketing For Financial Advisors + Member Updates Presented by: Jill Addison, FA Client Machine | ||
 | A Case Study in Advanced Estate Planning Presented by: Steve Mancini, | ||
 | Quantifying Mortgage Choices Presented by: Elizabeth Rose, AMCAP Mortgage | ||
 | FAFSA and College Financial Aid Advice from America's Expert Presented by: Mark Kantrowitz, | ||
 | Cutting through the Complexity of Structured Annuities Presented by: Scott Stolz, Simon Markets | ||
| | Life Insurance is more important than ever. Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) | ||
| | Ideas to Pay it Forward Presented by: Steve Greene and Rick Swartz | ||
 | Insight on Solvency of Social Security from Former Social Security Director Presented by: Kurt Czarnowski, | ||
| | A Deep Dive Into the Nuts & Bolts of Cryptocurrency Taxation Presented by: Shehan Chandrasekera, CoinTracker | ||
| | 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 | ||
| | Quantifying the Financial Benefits of Roth Conversions Presented by: Joe Elsasser, CFP®, | ||
 | Helping Clients Navigate through Gray Divorce Presented by: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™ | ||
 | Student Loan Payment Options during the Pandemic Pause AND Beyond Presented by: Heather Jarvis, Esq., | ||
| | Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, | ||
| | Got Questions About Bitcoin, Cryptocurrency and Block Chain? Presented by: Adam Blumberg, | ||
| | What to consider before changing firms Presented by: Leila Shaver, Esq., MyRIALawyer | ||
| | Understand the True Cost Of College and How To Pay For It Presented by: Mark Salisbury and Joe Messinger, CFP | ||
| | Tales from the Trenches: Marketing That Works for Advisors Today Presented by: Marie Swift, | ||
| | A CFP® educates you on Bitcoin, Crypto, Blockchain & More Presented by: Adam Blumberg, CFP®, Interaxis | ||
 | Special Medicare Q&A Session with TRUE Expert Presented by: Melinda Caughill, i65 | ||
 | 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 | ||
| | Leading Economists debate Inflation Risk Presented by: Larry Kotlikoff and Ed Leamer | ||
 | Annuity Expert: The 411 on Fixed and Indexed Annuities Presented by: Scott Stolz, CFP®, RICP®, Simon Markets | ||
 | How Financial Planner Clients Use Reverse Mortgages Presented by: Terry Hancock and Tom Dickson | ||
 | Social Security Strategies for Possible Changes Ahead Presented by: Joe Elsasser, CFP®, Covisum | ||
 | How Annuities are Built + Use Cases Presented by: David Lau, DPL Financial Partners | ||
 | Career Development Planning to GROW a Client's Earnings Potential Presented by: Ray Giese, | ||
 | Divorce Mortgage Planning and More Successful Divorces Presented by: Jody Bruns, Certified Divorce Lending Professionals | ||
| | Innovative Gifting Opportunities with New Technologies Presented by: Emily Rasmussen, Grapevine | ||
| | The Art & Science of Settlement Planning Presented by: Joseph Di Gangi, CFP, | ||
 | Estate/Tax Planning with the Proposed Biden Plan Presented by: Steve Mancini, Strazzeri Mancini, LLP | ||
| | Roth IRA Conversions: Pay Taxes Once and Never Again Presented by: Jim Lange, Lange Financial Group, LLC | ||
| | Retirement Lessons from a Retiree! Presented by: Fritz Gilbert, The Retirement Manifesto | ||
| | A 1031 Exchange Case Study + NEW Website Features Presented by: Tom Dickson and Frank Piscitelli | ||
| | Leveraging a Virtual Paraplanner Within Your Firm Presented by: Alex Hopkin and Jen Pritchard | ||
| | The Ultimate Buy and Hold Strategy with Paul Merriman Presented by: Paul Merriman, | ||
| | Beyond Cash: Planning Strategies for Complex Charitable Contributions Presented by: Arthur Maginas and Jim Carpenter | ||
| | Media Points for Financial Advisors Presented by: Jody Lowe, The Lowe Group | ||
 | How Credit Scores Impact Your Mortgage Interest Rate... and other Factors Presented by: Tiffany Cross and Terry Hancock | ||
 | Tax-Efficient Special Needs Planning Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC | ||
| | Planning for Special Needs Clients with ABLE Accounts Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks | ||
 | What Clients Should Consider when Buying OR Renewing a Medicare Plan Presented by: Melinda Caughill, | ||
| | Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims Presented by: Adria Gross, MedWise Insurance Advocacy | ||
| | Ways to Make the Most of Business Valuations Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group | ||
| | Sequel: Quantifying the Use of Reverse Mortgages Presented by: Tom Dickson and Larry Kotlikoff | ||
| | Minimize Taxes with Asset Location Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial |