| Title | Rating | Date and Time | |
|---|---|---|---|
|
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 |
||
|
|
What's Possible Today with Social Security
Presented by: John O'Connor |
||
|
|
Retirement Income Strategies
Presented by: Wade Pfau, PhD, CFA |
||
|
|
The Financial Impact of Boomer Housing Decisions
Presented by: Tom Dickson |
||
|
|
Life-Cycle Financial Planning and Investing
Presented by: Larry Kotlikoff, Economist and Rick Miller, Financial Planner |
||
|
|
The Impact of SAT and ACT Scores on College Financial Aid
Presented by: Hoon Kim, M. Ed. |
||
|
|
The Search for Better Retirement Income Solutions
Presented by: Michael Finke |