| Title | Rating | Date and Time | |
|---|---|---|---|
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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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Life Insurance Advice Under New CFP Practice Standards
Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® |
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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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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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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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Understanding how Annuities Work with Wade Pfau
Presented by: Wade Pfau, PhD, CFA |
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Today's LTCi Options for Financial Advisors and Planners
Presented by: Tom Riekse |
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Help Clients Minimize College Costs and Make Informed Choices
Presented by: Matt Carpenter |
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Changing How Clients Pay for College
Presented by: Joe Messinger, CFP®, ChFC®, CLU® |
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Expert Advice on Fafsa & College Financial Aid
Presented by: Mark Kantrowitz |
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Get Expert Advice on Medicare Enrollment Options
Presented by: Aaron Zolbrod |
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What's Possible Today with Social Security: www.MaximizemySocialSecurity.com
Presented by: John O'Connor |
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What's Possible Today with Social Security
Presented by: John O'Connor |
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Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA |
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The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson |
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Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner |
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The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed. |
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The Search for Better Retirement Income Solutions
Presented by: Michael Finke |
