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College Financial Aid

How to Analyze and Appeal College Financial Aid
Speaker Name: Joe Messinger

Financial aid award letters can be confusing. It is critical that you carefully analyze each award letter and determine the amount of free money received in the form of grants and scholarships. Equally important, one must identify what is the "net" cost of the school. The first offer may not be the best offer.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation related to webinar. 

Paper
12 Slides

Tax Planning

Tax Planning for an Early Retirement
Speaker Name: Larry Pon

In the past couple of years, we have heard a great deal about the Great Resignation.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
54 Minutes

Click link below to download power point presentation related to webinar. 

Paper
54 Slides
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Speaker Name: Steven Loeb

The tax proposals in 2021 should give cause for all financial planners to reconsider the estate and liquidity planning strategies for clients. These proposals, which may resurface, would have significantly impacted a number of planning strategies, to include irrevocable life insurance trusts (ILITs).

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
54 Minutes

Click link below to download power point presentation related to webinar. 

Paper
74 Slides
Early Distribution Exceptions
Speaker Name: Larry Pon

In this session, Larry Pon, CPA teaches how to take advantage of the various exceptions to the early distribution penalty from IRAs and retirement accounts. These exceptions may be triggered by any one of several scenarios, including: a spouse's death, total and permanent disability of the participant/IRA owner, extraordinary large medical expenses and more.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
53 Minutes

Click link below to download power point presentation related to webinar.

Paper
39 Slides

Reverse Mortgages

Wade Pfau’s Latest Research on Reverse Mortgages
Speaker Name: Wade Pfau

Wade Pfau shares his recent research on different reverse mortgage strategies while providing an update on the new options that allow clients as young as 55 to use a reverse mortgage. Wade's findings use historical simulations, similar to how Bill Bengen created the 4% rule.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
55 Minutes

Click link below to download power point presentation related to webinar. 

Paper
43 Slides

Annuities

How Living Benefits with Annuities Work
Speaker Name: Scott Stolz, CFP, RICP, Simon Markets

While annuities are most often thought of for the income stream, there are optional principal protection benefits, known as living benefits, that offer clients exposure to the market's upside while protecting their account values and future income streams against the effects of a market decline. 

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation related to webinar. 

Paper
22 Slides
A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Speaker Name: Ed Mercier, RetireOne

With the growth in 401(k) plans and the contraction of private pensions over the last 30 years, risks in retirement have slowly and almost imperceptibly transferred from institutions to individuals. Institutions peopled with actuaries and analysts are well suited to manage those risks. Individual investors may need some help.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
55 Minutes

Click link below to download power point presentation related to webinar. 

Paper
40 Slides
Annuity Expert: the 411 on Fixed and Indexed Annuities
Speaker Name: Scott Stolz, Simon Markets

Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to consider when buying an indexed annuity, how caps and interest rates work and much more. This is a can't miss if you want to understand annuities.   

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
53 Minutes

Click link below to download power point presentation related to webinar. 

Paper
26 Slides

Small Business

Ways to Make the Most of a Business Valuation
Speaker Name: Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, The Founders Group

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar.

Paper
32 Slides
The 10 Business Exit Options
Speaker Name: Jeffrey Kates

Business owners often face the question of what’s next - the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety 

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
34 Slides