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The 411 On Health Savings Account: A Tax-Advantaged Retirement Strategy
Speaker Name: Roy Ramthun
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Nationally recognized HSA expert, Roy Ramthun, explains health plan eligibility requirements for HSAs, how contributions and withdrawals work, the tax advantages of HSAs, portability, how HSAs work relative to Medicare, what retirement expenses can be covered by HSAs, HSA transfer rules 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
44 Minutes

Click link below to download power point presentation related to webinar

Paper
51 Slides

Tax Planning

Taxes for Those Who've Lost a Spouse
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

An estimated 1.5 million Americans lose their spouse each years In addition to the emotional toll they have to face, many are unaware that their tax brackets may shift, possible retirement-account issues, and deadlines that can cost dearly. 

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
18 Slides

Estate Planning

Essential Estate Planning Documents & Probate Avoidance
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 1
Products and Practices (IAR)
: 1

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

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
22 Slides

Reverse Mortgages

Pros and Cons of Reverse Mortgages
Speaker Name: Larry Kotlikoff
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Highly respected economist Larry Kotlikoff joins Financial Experts' host Tom Dickson for a review of how reverse mortgages work and the most common uses of them. Larry shares what he's learned about reverse mortgages that's informed his perspective.   

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
58 Minutes

Click link below to download power point presentation related to webinar 

Paper
42 Slides

Life Insurance

Life Insurance and Estate Planning
Speaker Name: Lou Pierro, Esq. and Bob Vandy
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Life insurance provides unique solutions to fill voids in a financial and estate plan. When combined with trusts, cutting-edge strategies enable planners to take advantage of the historically low interest rates, enhanced tax exemptions and creative legal techniques to achieve amazingly favorable results.

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
42 Slides

Charitable Giving

The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
Speaker Name: Brad B. Gornto, Esq., LL.M and Sam Landman
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’ future annual gifts to charity.   With an iCLAT there is NO NEED for your clients to write a big check to get a big charitable deduction THIS YEAR.

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
45 minutes

Click link below to download power point presentation related to webinar 

Paper
31 Slides

Social Security

Social Security Formulas, Taxes, Spousal Benefits And Long-Term Projections
Speaker Name: Kurt Czarnowski
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work. 

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
58 Minutes

Click link below to download power point presentation related to webinar 

Paper
30 Slides

Medicare

What Clients Should Consider when Buying OR Renewing a Medicare Plan
Speaker Name: Melinda Caughill
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 1
Products and Practices (IAR)
: 1

This highly rated session features Medicare expert Melinda Caughill a phenomenal Medicare presentation. Melinda covered a lot of ground in this 75-minute session, with one of the best explanations I’ve heard on Medicare Advantage plans. 

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
45 minutes

Click link below to download power point presentation related to webinar 

Paper
96 Slides