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Webinar title Date & Time CE Eligible Audience
Using Annuities to Accelerate Medicaid Eligibility
Presented by: Dale Krause, J.D. LL.M.,
Learn More >Have you ever encountered a senior client who was in need of long-term care but it was clearly too late for LTCI?
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Financial Literacy for 15-24 Year-Olds
Presented by: Jedidiah Collins, CFP, Your Money Vehicle
Learn More >Join CFP Jedidiah Collins to learn about his certification that is improving the financial literacy amongst 15 to 24 year-olds.
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Chris Hastings
Fee and Billing Strategies of Financial Planners
Presented by: Chris Hastings,
Learn More >Chris Hastings, co-founder of Panoramix, will lead this review of the multiple methodologies that advisors can use for their fee billing.
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Larry Pon
How To Plan With the New 1040
Presented by: Larry Pon, CPA,
Learn More >Your client's tax return is a wealth of information to guide the financial planning discussion.
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Jim DiLellio
Seeking Tax Alpha in Retirement Income
Presented by: Jim DiLellio, PhD, Pepperdine|Graziadio Business School
Learn More >This webinar features the research of Professor Jim DiLellio that provides a framework to find an optimal decision for tax-efficient retirement inc
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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by: Tiffany Cross,
Learn More >There have been several proposal to changing the FICO and credit score system.
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New Trends Impacting Asset Management and Innovation
Presented by: Will Baun, Fusion Research
Learn More >Join Will Baun, Assoc.
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How to Analyze and Appeal College Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro
Learn More >Financial aid award letters can be confusing.
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, CFP,
Learn More >Join Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure.
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1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Presented by: Frank Piscitelli and Chris Carr
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This session will cover two interesting real estate topics.

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