| Title | Rating | Date and Time | |
|---|---|---|---|
 | Strategies for Clients & Loved Ones with Dementia Presented by: Leah Daly, Alzheimer's Foundation of America | ||
 | Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers Presented by: Dave Reichert and Janet Messer | ||
 | Medicare and Health Insurance Options for Veterans and Federal Employees Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Optimized Investor Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street | ||
 | College Funding for Multiple Generations with Dynasty Trusts and 529 Plans Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Q&A for Retirement Account Masterclass Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | ||
 | Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies Presented by: Kristin Carelton, | ||
 | Session # 5: Tax, Trusts, and Estate Planning for IRAs Presented by: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished) | ||
 | Year-end Tax Planning and more from Bob Keebler, CPA, AEP Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Premarital Preparation Presented by: Brian Page, | ||
 | Childfree Life and Financial Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth® | ||
 | Protecting Passion Investments – What Are Your Clients Collecting? Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | See How EverSafe Works to Protect Clients from Fraud, Identity Theft and Age-Related Issues Presented by: Liz Loewy, Esq. and Howard Tischler | ||
 | Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US Presented by: Larry Pon, CPA, | ||
 | The Six Stages of Caregiving Presented by: Denise Brown and Sandy Adams, CFP® | ||
 | The Fiduciary Era for Life Insurance Presented by: Steven Zeiger, KB Financial | ||
 | Session # 4: Common IRA Questions from Advisors Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | What's New with 529 College Savings Plans? Presented by: Scott Morrison, Saving for College | ||
 | What Clients Need to Know About Buying and Selling a Home After the NAR Settlement Presented by: Darrell Done, Coldwell Banker Realty | ||
 | Session # 3: Avoiding Tax Traps for Beneficiary Distributions Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | Navigating Medicare Annual Open Enrollment: Key Changes for 2025 Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | What’s New In Long-Term Care Presented by: La Rae Mills | ||
 | Session # 2: Effective Distribution Strategies Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | Working Well with Widows Presented by: Kathleen Rehl, | ||
 | Session # 1: Critical Rules for Moving Retirement Accounts Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, | ||
 | The Power of Qualified Personal Residence Trusts (QPRTs) Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Update on President Biden's SAVE Program & Student Loan Repayment Options for Student & PARENT Borrowers Presented by: Ryan Galiotto, CFP® CSLP®, Etch Financial | ||
 | The 411 on Car Rental Coverage Presented by: Robert Uribe, BMFCE | ||
 | 5 Star Presentation on Retirement Planning Presented by: Alexandra Nobile, J.P. Morgan Asset Management | ||
 | Charitable Remainder Trusts from A to Z Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Insurance for Cyber Attacks Presented by: Aryn Johnson, Marsh McLennan Agency | ||
 | Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors Presented by: Jim Kernan, FNB | ||
 | Unlocking the Power of Goals-Based Financial Planning Presented by: Ryan O. Murphy, Ph.D. and Samantha Lamas | ||
 | Navigating Estate Planning for Clients with Diminished Capacity Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino | ||
 | Unlocking the Power of Reverse Mortgages: Advanced Strategies for Financial Advisors Presented by: Joe DeMarkey and Michelle Riiska, ChFC | ||
 | Everything you wanted to know about Financial Therapy Presented by: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching | ||
 | Creating Opportunities for Independence in Special Needs Financial Planning Presented by: Kristin Carelton, | ||
 | Empowering Financial Advisors to Support Giving Circles Presented by: Emily Rasmussen and Michael Goldman, M.A., CFP® | ||
 | Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Elder Fraud Prevention and Cybersecurity in the Digital Age Presented by: Liz Loewy, Esq., EverSafe | ||
 | Tax Strategies for Clients Selling a Business Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates | ||
 | Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC | ||
 | Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses Presented by: Damon Wenig, MBA, CFSP, The Krause Agency | ||
 | Tax-Efficiency for Retirement Planning (IAR CE-eligible) Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | ||
 | Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026 Presented by: Alan Gassman, J.D., LL.M., Gassman Law | ||
 | Ethics CE for CFPs Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC | ||
 | Understanding the Final IRS Regulations on RMDs Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting | ||
 | Unique Medicare Planning Software Presented by: Melinda Caughill, i65 Incorporated | ||
 | Things Clients should KNOW before Buying in an HOA or Condo Community Presented by: Tom Dickson, Financial Experts Network |