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Webinar title Date & Time CE Eligible
Joe
Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP,
Learn More >Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit.
01:00 PM
Sep 28 2022
No Register
Larry Pon
What the Inflation Reduction Act means to Clients
Presented by: Larry Pon, CPA,
Learn More >The Inflation Reduction is designed to reduce the deficit and lower inflation while investing in domestic energy production and lowering healthcare
01:00 PM
Sep 29 2022
Yes Register
Mark Kantrowitz
How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz,
Learn More >About a third of undergraduate students graduate with no student loan debt. How did they do it?
01:00 PM
Oct 04 2022
Yes Register
Aryn
The Major Impact of the Pandemic on Homeowners Insurance
Presented by: Aryn Bates, Overmyer Hall
Learn More >This webinar will address how the COVID-19 Pandemic effected the construction industry and home renovation costs, along with causing global supply
12:00 PM
Oct 05 2022
Yes Register
Bruce Bond
ETF Pioneer on Buffered Products
Presented by: Bruce Bond, Innovator Capital Management
Learn More >Bruce Bond, co-founder of Innovator Capital, will present his experience in pioneering the Defined Outcome / Buffer ETF space, and speak on how the
01:00 PM
Oct 06 2022
Yes Register
Kevin
Medicare and Health Savings Accounts (HSAs)
Presented by: Kevin Robertson, The HSA Bank
01:00 PM
Oct 11 2022
Yes Register
Dave
Technology to help you manage held away 401(k) Assets
Presented by: Dave Goldman, Pontera
Learn More >I am delighted to have the Pontera platform (p.k.a.
01:00 PM
Oct 12 2022
No Register
Speaker Panel
Financial Planners share how Clients have used Reverse Mortgages
Presented by: Tiffany Ballard, CFP®, AIF® and Scott Craddock, RICP®
Learn More >This webinar will feature financial planners sharing real-life stories of how clients have used a reverse mortgage.
12:00 PM
Oct 18 2022
Yes Register
Libby
The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,
Learn More >A life-altering medical diagnosis creates an opportunity for us to come alongside our clients and offer opportunities to start the conversation wit
01:00 PM
Oct 25 2022
No Register
Lori
Breaking Down Today’s Most Popular LTCI Products
Presented by: Lori Gubash, CLTC, FICF, The Krause Agency
Learn More >Long-Term Care Insurance (LTCI) is becoming an increasingly popular product among consumers looking to protect their financial futures from the lik
01:00 PM
Oct 27 2022
Yes Register