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Title Rating Date and Time
Steve Dale Tax-Efficient Special Needs Planning
Presented by: Steve Dale, Esq., LL.M, The Dale Law Firm, PC

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94%
Planning for Special Needs Clients with ABLE Accounts
Presented by: Mary Morris, Rachel Ramos, and Jeff Brooks

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87%
Melinda Caughill What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by: Melinda Caughill,

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99%
Understanding Medical Bills: Protect Assets & Manage Medical Bill Claims
Presented by: Adria Gross, MedWise Insurance Advocacy

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87%
Ways to Make the Most of Business Valuations
Presented by: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group

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87%
Sequel: Quantifying the Use of Reverse Mortgages
Presented by: Tom Dickson and Larry Kotlikoff

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93%
Minimize Taxes with Asset Location
Presented by: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial

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87%
Lessons from 33 years of Real Estate Investing
Presented by: Tom Dickson, Financial Experts Network

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Jeffrey Kates The 10 Business Exit Options
Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group

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89%
Highly Respected Economist changes his view of Reverse Mortgages
Presented by: Larry Kotlikoff, Boston University

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Understanding Charitable Remainder Trusts
Presented by: Steve Mancini, Esq., The Founders Group

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The Four Pillars of Life & Legacy Planning
Presented by: Abby Schneiderman and Adam Seifer

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Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives
Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic

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87%
Health Savings Account Expert Takes YOUR Questions
Presented by: Roy Ramthun, HSA Consulting Services

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The Future of Tax-Sensitive Planning is Here
Presented by: Kevin Lozer, CFP, Holistiplan

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82%
President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends
Presented by: Linda H Zhang, Ph.D, Purview Investments

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Financial Experts Website Training: Tracking your CE credits + NEW Features
Presented by: Tom Dickson, Financial Experts Network

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Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or?
Presented by: Jeremias Ramos, CPA, Withum

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Practical Market Assumptions for Today’s Retirement Realities
Presented by: David Blanchett and Michael Finke, Ph.D., CFP®

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Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP

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Roy The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy
Presented by: Roy Ramthun,

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93%
No Portfolio is an Island
Presented by: David Blanchett, Morningstar Investment Management

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Members Only Case Studies: Credit Score Improvement and Mortgage Refinance
Presented by: Tiffany Cross and Joe Damo

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The State Income Taxes for Teleworkers
Presented by: Patrick Skeehan and Michael Beck

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Medicare Do-Over Options and Other Key Facts
Presented by: Craig Ritter, Ritter Insurance Marketing

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Paycheck Protection Loans: Who may be eligible in Round 2 and more
Presented by: John Fleming and Scott Graham, Esq.

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Melissa Making Cash Flow and Spending Plans an Atomic Habit!
Presented by: Melissa Tosetti and Kevin Gibbons

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Member Website Training & Guest Pass Review
Presented by: Tom Dickson, Financial Experts Network

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Charitable Planning Essentials
Presented by: Jim Carpenter, CAP and Dennis Ladd

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Review of Proposed Social Security Changes and More
Presented by: Kurt Czarnowski,

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Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning
Presented by: Lou Pierro, Esq. and Bob Vandy

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Tiffany The 411 on FICO Scores and How to Improve Them!
Presented by: Tiffany Cross, Credit Repair

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Holistic Life Planning; More Important than Ever!
Presented by: George Kinder, Kinder Institute of Life Planning

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Ideas for Coping with the Stress of COVID-19
Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center

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Factors to Consider when Choosing a College in 2021
Presented by: Matt Carpenter

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Student Loan Repayment Options After The CARES Act
Presented by: Heather Jarvis, Esq. and Larry Kotlikoff

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94%
Your 2021 Education Plan with Financial Experts Webinars
Presented by: Tom Dickson, Financial Experts Network

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10 Ways Out of Highly Appreciated Property and Getting Off the 1031 Exchange Train Without Having to Die
Presented by: Joe Strazzeri, Esq., Strazzeri, Mancini, LLP

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PayCheck Protection Loans: Are Expenses funded by "Forgiveable" PPP Loans Deductible or Not? If so, when?
Presented by: Bradley Burnett, Bradley Burnett Tax Seminars, Ltd.

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Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by: Melissa Tosetti, The Savvy Life

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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, Savingforcollege.com

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Today’s Reverse Mortgage and Retirement Planning
Presented by: Terry Hancock, Director

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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

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Annuities in the Age of COVID: How and When to Use them in a Financial Plan
Presented by: David Lau, CEO and Founder

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The Latest in Long Term Care Planning Options
Presented by: Bob Vandy, Advisors Insurance Brokers (AIB)

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Melissa The Power of Cash Flow Planning
Presented by: Melissa Tosetti and Kevin Gibbons

Frank The 411 on 1031 Real Estate Exchanges and DSTs
Presented by: Frank Piscitelli, Real Estate Investor

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How to Use Annuities and How to Model them in Financial Planning Software
Presented by: Jonathan Barth, DPL FInancial Partners

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A Guide to Evaluating Medicare Plans
Presented by: Jacob Fyrster, Ritter Insurance Marketing

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Medicare Case Studies + Member Updates
Presented by: Joanne Giardini-Russell

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Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management

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Expert Advice on the FAFSA form and College Financial Aid
Presented by: Mark Kantrowitz, SavingforCollege.com

Buying and Selling a Home in Today's Real Estate Market: What Clients Need to Know
Presented by: Mabel Guzman, National Association of Realtors

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Employer Student Loan Repayment Programs under The CARES Act and MORE
Presented by: Jantz Hoffman, CSLP Board of Standards

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Get Expert Advice on Medicare Enrollment Options
Presented by: Craig Ritter, Ritter Insurance

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Is Now the Time to Use your 401(k) to Pay Off Your Mortgage?
Presented by: Larry Kotlikoff, Boston University

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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Scott Graham and Mike Amon

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Protecting Against Scams During COVID-19
Presented by: Elizabeth Loewy, Esq.

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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.

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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica

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New Bankruptcy Provisions That Can Impact Clients
Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq.

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Student Loan Case Study and Member Updates
Presented by: Heather Jarvis, Esq.

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COVID-19 Outbreak: Updated Guidance for Financial Professionals
Presented by: Dr. Bill Lloyd, Transamerica

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Review of Paycheck Protection Loan Forgiveness Application
Presented by: Mike Amon, Dir. SBA Lending

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Expert Panel with The Latest Guidelines Paycheck Protection Loans
Presented by: John Fleming

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Life Insurance Case Studies and Member Updates
Presented by: Steve Gibbs, Esq.

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Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Presented by: Scott Bishop, CPA/PFS, CFP®

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Life Insurance Planning after the SECURE Act
Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management

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Selling & Buying Homes Now + Mortgages under the CARES Act
Presented by: Mabél Guzmán, VP of Association Affairs

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Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates
Presented by: Tom Dickson

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Insights, Opportunities and Trends in 529 Plans
Presented by: Christopher Stack, Esq., Managing Consultant

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Student Loan Options under The CARES Act and BEYOND
Presented by: Heather Jarvis, Esq., Student Loan Consultant

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Move your client meetings and prospecting online without skipping a beat
Presented by: Erica Maki, Senior Engagement Programs Manager

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"Sure Things" that may impact 2020 Market Returns
Presented by: Larry Swedroe, Chief Research Officer

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Expert Panel on SBA Loans under the CARES Act
Presented by: and

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Capital Market Assumptions and Financial Plans in Today's Time
Presented by: Kevin Grogan, Dir. of Investment Strategy

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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts

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Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq.

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Case Studies: Portfolio Management and Rebalancing Strategies
Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts

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Expert Panel on 401(k), IRA and SBA Loans under the CARES Act
Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA

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Coping with Stress, Disruption and Loss of Control in Time of Crisis
Presented by: Paul Nussbaum

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The Impact of Presidential Politics on The Markets
Presented by: Ben Phillips, CFA

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How and When to Use No-Load Annuities in a Financial Plan
Presented by: David Lau

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Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL
Presented by: John Mirlisena

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Members-Only Updates + Tips on Using Gotomeeting & Zoom
Presented by: Tom Dickson

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Expert Insights on College Admissions, Financial Aid and SAT/ACT Tests
Presented by: Leslie Watson, College Admissions Counselor: Matt Carpenter, College Financial Aid Expert; Hoon Kim, Test Prep Expert

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A Buyer's Guide to Long-Term Care Facilities to include CCRCs
Presented by: Brad Breeding

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Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients
Presented by: Larry Swedroe, Chief Research Officer

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Member's Case Studies: Quantifying College Choices
Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG

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Best Practices for Managing Risk through Black Swan Events (See Coronavirus)
Presented by: Larry Swedroe, Chief Research Officer

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Barry Flagg Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS®

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92%
Navigating Student Loan Options
Presented by: Jantz Hoffman, Chairman and CEO

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Tax Planning with 1031 Real Estate Exchanges
Presented by: Larry Pon, CPA

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Wade Pfau What Advisors should know about Today's Reverse Mortgages
Presented by: Wade Pfau, PhD, CFA

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Rethinking Bond Investing
Presented by: Steve Shaw

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ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs
Presented by: Todd Rosenbluth

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Must-See FinTech for Financial Advisors
Presented by: 5 Innovators

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Medicare Do-Over Options and Other Key Facts
Presented by: Aaron Zolbrod

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95%
Bob Keebler Year-End Tax Planning Your Clients Should Do
Presented by: Bob Keebler

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Filing out the Fafsa form
Presented by: Mark Kantrowitz

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