Self Study

Medicare expert Melinda Caughill examines major changes to Medicare Advantage, Medigap, and Part D for 2027, helping financial advisors navigate rising costs, shrinking plan options, and coverage challenges to better guide clients through Open Enrollment.

College admissions experts Rick Clark and Brennan Barnard explain how Early Decision and Early Action affect financial aid, scholarships, and college affordability, helping financial advisors guide families through critical admissions deadlines and education funding decisions.

This session provides financial advisors with a practical framework for evaluating and documenting IRA rollover recommendations, including fiduciary duties, client alternatives, costs, conflicts of interest, and key compliance considerations.

Learn how CCRC contract structures, medical expense deductions, HSAs, and tax-efficient funding strategies can help advisors guide clients through the financial and tax considerations of senior living.

Learn what could happen when the Social Security trust fund is exhausted and explore alternative strategies for addressing benefit shortfalls beyond across-the-board cuts.

Learn how the OBBBA’s new rules reshape charitable giving and how to select the right assets, timing, and strategies to maximize the tax efficiency and impact of clients’ charitable gifts.

Learn how reverse mortgages work today, when they should be avoided, and how they can strategically support retirement income, liquidity, and sequence-of-return risk management.

Wade Pfau examines how GLWB features, market exposure, and timing interact to shape guaranteed retirement income and support a broader portfolio and legacy strategy.