| Title | Rating | Date and Time | |
|---|---|---|---|
 | 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 | ||
| | Lessons from 33 years of Real Estate Investing Presented by: Tom Dickson, Financial Experts Network | ||
 | The 10 Business Exit Options Presented by: Jeffrey Kates, MBA, CEPA, The Founders Group | ||
| | Highly Respected Economist changes his view of Reverse Mortgages Presented by: Larry Kotlikoff, Boston University | ||
| | Understanding Charitable Remainder Trusts Presented by: Steve Mancini, Esq., The Founders Group | ||
| | The Four Pillars of Life & Legacy Planning Presented by: Abby Schneiderman and Adam Seifer | ||
| | Understanding Life Insurance Illustrations: Legitimate Uses, Questionable Practices & Practical Alternatives Presented by: Barry Flagg CFP®, CLU, ChFC, GFS®, Veralytic | ||
| | Health Savings Account Expert Takes YOUR Questions Presented by: Roy Ramthun, HSA Consulting Services | ||
| | The Future of Tax-Sensitive Planning is Here Presented by: Kevin Lozer, CFP, Holistiplan | ||
| | President Biden's Industrial Policies & Investment Opportunities + Climate Impact/ESG Investment Trends Presented by: Linda H Zhang, Ph.D, Purview Investments | ||
| | Financial Experts Website Training: Tracking your CE credits + NEW Features Presented by: Tom Dickson, Financial Experts Network | ||
| | Tax Strategies for 2020 IRA & 401k Distributions: Pay them Back or? Presented by: Jeremias Ramos, CPA, Withum | ||
| | Practical Market Assumptions for Today’s Retirement Realities Presented by: David Blanchett and Michael Finke, Ph.D., CFP® | ||
| | Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor Presented by: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP | ||
 | The 411 on Health Savings Account: A Tax-Advantaged Retirement Strategy Presented by: Roy Ramthun, | ||
| | No Portfolio is an Island Presented by: David Blanchett, Morningstar Investment Management | ||
| | Members Only Case Studies: Credit Score Improvement and Mortgage Refinance Presented by: Tiffany Cross and Joe Damo | ||
| | The State Income Taxes for Teleworkers Presented by: Patrick Skeehan and Michael Beck | ||
| | Medicare Do-Over Options and Other Key Facts Presented by: Craig Ritter, Ritter Insurance Marketing | ||
| | Paycheck Protection Loans: Who may be eligible in Round 2 and more Presented by: John Fleming and Scott Graham, Esq. | ||
 | Making Cash Flow and Spending Plans an Atomic Habit! Presented by: Melissa Tosetti and Kevin Gibbons | ||
| | Member Website Training & Guest Pass Review Presented by: Tom Dickson, Financial Experts Network | ||
| | Charitable Planning Essentials Presented by: Jim Carpenter, CAP and Dennis Ladd | ||
| | Review of Proposed Social Security Changes and More Presented by: Kurt Czarnowski, | ||
| | Life Insurance and Trusts: The Peanut Butter & Jelly of Estate Planning Presented by: Lou Pierro, Esq. and Bob Vandy | ||
 | The 411 on FICO Scores and How to Improve Them! Presented by: Tiffany Cross, Credit Repair | ||
| | Holistic Life Planning; More Important than Ever! Presented by: George Kinder, Kinder Institute of Life Planning | ||
| | Ideas for Coping with the Stress of COVID-19 Presented by: Dr. Paul Nussbaum, Ph.D., ABPP, Brain Health Center | ||
| | Factors to Consider when Choosing a College in 2021 Presented by: Matt Carpenter | ||
| | Student Loan Repayment Options After The CARES Act Presented by: Heather Jarvis, Esq. and Larry Kotlikoff | ||
| | Your 2021 Education Plan with Financial Experts Webinars Presented by: Tom Dickson, Financial Experts Network | ||
| | 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 | ||
| | 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. | ||
| | Members Only Updates and Training + Cash Flow Planning Case Studies Presented by: Melissa Tosetti, The Savvy Life | ||
| | Expert Advice on the FAFSA form and College Financial Aid Presented by: Mark Kantrowitz, Savingforcollege.com | ||
| | Today’s Reverse Mortgage and Retirement Planning Presented by: Terry Hancock, Director | ||
| | The Latest in Long Term Care Planning Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) |