Title | Rating | Date and Time | |
---|---|---|---|
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) | |||
Annuities in the Age of COVID: How and When to Use them in a Financial Plan Presented by: David Lau, CEO and Founder | |||
The Latest in Long Term Care Planning Options Presented by: Bob Vandy, Advisors Insurance Brokers (AIB) | |||
The Power of Cash Flow Planning Presented by: Melissa Tosetti and Kevin Gibbons | |||
The 411 on 1031 Real Estate Exchanges and DSTs Presented by: Frank Piscitelli, Real Estate Investor | |||
How to Use Annuities and How to Model them in Financial Planning Software Presented by: Jonathan Barth, DPL FInancial Partners | |||
A Guide to Evaluating Medicare Plans Presented by: Jacob Fyrster, Ritter Insurance Marketing | |||
Medicare Case Studies + Member Updates Presented by: Joanne Giardini-Russell | |||
Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP® Presented by: Mark Wilson, APA, CFP®, Mile Wealth Management | |||
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 | |||
Employer Student Loan Repayment Programs under The CARES Act and MORE Presented by: Jantz Hoffman, CSLP Board of Standards | |||
Get Expert Advice on Medicare Enrollment Options Presented by: Craig Ritter, Ritter Insurance | |||
Is Now the Time to Use your 401(k) to Pay Off Your Mortgage? Presented by: Larry Kotlikoff, Boston University | |||
Review of Paycheck Protection Loan Forgiveness Application Presented by: Scott Graham and Mike Amon | |||
Protecting Against Scams During COVID-19 Presented by: Elizabeth Loewy, Esq. | |||
Student Loan Case Study and Member Updates Presented by: Heather Jarvis, Esq. | |||
COVID-19 Outbreak: Updated Guidance for Financial Professionals Presented by: Dr. Bill Lloyd, Transamerica | |||
New Bankruptcy Provisions That Can Impact Clients Presented by: Steve Wilkes, Esq. and Izzy Goldowitz, Esq. | |||
Student Loan Case Study and Member Updates Presented by: Heather Jarvis, Esq. | |||
COVID-19 Outbreak: Updated Guidance for Financial Professionals Presented by: Dr. Bill Lloyd, Transamerica | |||
Review of Paycheck Protection Loan Forgiveness Application Presented by: Mike Amon, Dir. SBA Lending | |||
Expert Panel with The Latest Guidelines Paycheck Protection Loans Presented by: John Fleming | |||
Life Insurance Case Studies and Member Updates Presented by: Steve Gibbs, Esq. | |||
Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities Presented by: Scott Bishop, CPA/PFS, CFP® | |||
Life Insurance Planning after the SECURE Act Presented by: Scott Bishop, CPA/PFS, CFP®, STA Wealth Management | |||
Selling & Buying Homes Now + Mortgages under the CARES Act Presented by: Mabél Guzmán, VP of Association Affairs | |||
Tips on Accessing Your Financial Experts Account + Webinar Schedule + Other Updates Presented by: Tom Dickson | |||
Insights, Opportunities and Trends in 529 Plans Presented by: Christopher Stack, Esq., Managing Consultant | |||
Student Loan Options under The CARES Act and BEYOND Presented by: Heather Jarvis, Esq., Student Loan Consultant | |||
Move your client meetings and prospecting online without skipping a beat Presented by: Erica Maki, Senior Engagement Programs Manager | |||
"Sure Things" that may impact 2020 Market Returns Presented by: Larry Swedroe, Chief Research Officer | |||
Expert Panel on SBA Loans under the CARES Act Presented by: and | |||
Capital Market Assumptions and Financial Plans in Today's Time Presented by: Kevin Grogan, Dir. of Investment Strategy | |||
Case Studies: Portfolio Management and Rebalancing Strategies Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts | |||
Lawyerly Advice on Financial Advisor Obligations under The SECURE Act Presented by: Stephen Wilkes, Esq., Roberta Casper Watson. Esq. | |||
Case Studies: Portfolio Management and Rebalancing Strategies Presented by: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts | |||
Expert Panel on 401(k), IRA and SBA Loans under the CARES Act Presented by: Scott Graham, Esq. Scott Bishop, CFP®, CPA | |||
Coping with Stress, Disruption and Loss of Control in Time of Crisis Presented by: Paul Nussbaum | |||
The Impact of Presidential Politics on The Markets Presented by: Ben Phillips, CFA | |||
How and When to Use No-Load Annuities in a Financial Plan Presented by: David Lau | |||
Expert Insights on SBA Loans: The Paycheck Protection Program and EIDL Presented by: John Mirlisena | |||
Members-Only Updates + Tips on Using Gotomeeting & Zoom Presented by: Tom Dickson | |||
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 | |||
A Buyer's Guide to Long-Term Care Facilities to include CCRCs Presented by: Brad Breeding | |||
Must Hear: Investment Principles to Inform Long-Term Perspectives for Clients Presented by: Larry Swedroe, Chief Research Officer | |||
Member's Case Studies: Quantifying College Choices Presented by: Matt Carpenter from CollegeAidPro + Joe Damo and Ryan Ponsford from AAG | |||
Best Practices for Managing Risk through Black Swan Events (See Coronavirus) Presented by: Larry Swedroe, Chief Research Officer | |||
Life Insurance Advice Under New CFP Practice Standards Presented by: Barry Flagg, CFP®, CLU, ChFC, GFS® | |||
Navigating Student Loan Options Presented by: Jantz Hoffman, Chairman and CEO | |||
Tax Planning with 1031 Real Estate Exchanges Presented by: Larry Pon, CPA | |||
What Advisors should know about Today's Reverse Mortgages Presented by: Wade Pfau, PhD, CFA | |||
Rethinking Bond Investing Presented by: Steve Shaw | |||
ETF Expert on evaluating ETFs + The Impact of Coronavirus on ETFs Presented by: Todd Rosenbluth | |||
Must-See FinTech for Financial Advisors Presented by: 5 Innovators | |||
Medicare Do-Over Options and Other Key Facts Presented by: Aaron Zolbrod | |||
Year-End Tax Planning Your Clients Should Do Presented by: Bob Keebler | |||
Filing out the Fafsa form Presented by: Mark Kantrowitz | |||
Understanding how Annuities Work with Wade Pfau Presented by: Wade Pfau, PhD, CFA | |||
Today's LTCi Options for Financial Advisors and Planners Presented by: Tom Riekse | |||
Help Clients Minimize College Costs and Make Informed Choices Presented by: Matt Carpenter | |||
Changing How Clients Pay for College Presented by: Joe Messinger, CFP®, ChFC®, CLU® | |||
Expert Advice on Fafsa & College Financial Aid Presented by: Mark Kantrowitz | |||
Get Expert Advice on Medicare Enrollment Options Presented by: Aaron Zolbrod | |||
What's Possible Today with Social Security: www.MaximizemySocialSecurity.com Presented by: John O'Connor |