Title | Rating | Date and Time | |
---|---|---|---|
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 |