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Tax Planning

Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Speaker Name: Steven Loeb
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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

Annuities

A New Kind of Retirement Income Insurance: Contingent Deferred Annuity
Speaker Name: Ed Mercier, RetireOne
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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

Life Insurance

A Refresher on Today's Long-Term Care Insurance Options
Speaker Name: Bob Vandy, Advisors Insurance Brokers (AIB)
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Long Term Care Insurance continues to change and evolve. In this session, Bob Vandy, President of Advisors Insurance Brokers, brought us up to speed on the most recent developments in LTC planning, in both the public and private funding realms, with a focus on the various insurance-based options for that planning.

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

Real Estate Investing

1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Speaker Name: Frank Piscitelli and Chris Carr
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

This session covered two interesting real estate topics. One was an attractive opportunity for real estate investors who no longer want to manage the daily tasks involved with owning real estate. The other was a flat-fee listing service for selling you home.

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
39 Slides

Divorce

Helping Clients Navigate through Gray Divorce
Speaker Name: Carla Donnelly, Esq. and Diane Pearson, CFP and CDFA
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Divorce is difficult at any age. Divorcing later in life presents it own's challenges. This Self-Study features family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA® sharing their insights learned from years of helping mature clients going through a divorce.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch at least 50 minutes of the video

Video
57 Minutes

Click link below to download power point presentation related to webinar 

Paper
51 Slides

FICO Score

The 411 on FICO Scores and How to Improve Them
Speaker Name: Tiffany Cross
CREDIT HOURS
CFP®, CLU, ChFC, RICP
:

There have been several proposals to changing the FICO and credit score system. Listen to credit expert Tiffany Cross to learn the latest on the credit score landscape and best practices for you and your clients to optimize their scores.

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
35 Slides