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Critical 2023 Year-End Planning for IRAs and Employer Plans
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting
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01:00 PM
Dec 07 2023 |
Yes |
Register |
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Tax-loss Harvesting: A Primer
Presented by: Professor Harry Mamaysky and
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01:00 PM
Dec 11 2023 |
No |
Register |
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ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by: Scott Stolz, CFP, RICP, iCapital Solutions
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03:00 PM
Dec 11 2023 |
Yes |
Register |
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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael, SmartLeaf
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01:00 PM
Dec 13 2023 |
No |
Register |
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Top 5 Retirement Planning Questions Advisors Get Asked
Presented by: Ted Denbow, Right Capital
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04:00 PM
Dec 13 2023 |
No |
Register |
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Analyzing 1040s for Financial Planning Opportunities
Presented by: Larry Pon, CPA,
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01:00 PM
Dec 19 2023 |
No |
Register |
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A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Presented by: Laurence Black, The Index Standard
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01:00 PM
Dec 20 2023 |
No |
Register |
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Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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01:00 PM
Dec 21 2023 |
Yes |
Register |
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Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co.
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01:00 PM
Jan 04 2024 |
Yes |
Register |
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Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by: Lee J. Slavutin, MD, CLU,
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03:00 PM
Jan 09 2024 |
Yes |
Register |
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What’s Your Tech Stack?
Presented by: Michael Collins, WinCap Financial
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01:00 PM
Jan 10 2024 |
No |
Register |
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ERISA Fiduciary Rule 3.0
Presented by: Kevin Clark, RF™, Plan Confidence
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01:00 PM
Jan 11 2024 |
No |
Register |
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Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law
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01:00 PM
Jan 16 2024 |
Yes |
Register |
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Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University
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01:00 PM
Jan 18 2024 |
Yes |
Register |
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7 Keys of Retirement Life
Presented by: Dave Buck, Infinity LifeStyle Designs
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01:00 PM
Jan 25 2024 |
Yes |
Register |
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